My Production
Your personal numbers · month to date
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Quick ranges
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Click a start date, then an end date
Submitted AP · this period
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Policies
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Placement rate
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Team rank
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Daily production
AP by dayBars pull from your submitted AP by day · today in silver
Monthly goal
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My recent sales
Team submitted AP · this period
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Policies this period
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team-wide, placed
Latest sales day
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Active producers
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writing this period
Leaderboard
MTD · submitted AP| # | Agent | Policies | Submitted AP |
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Live feed
auto-updating| Client | Agent | Policy # | Carrier | Product | Annual premium | Status | Submitted |
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Estimates only. Projected advances are modeled from submitted AP × 75% advance. Payout dates model effective date + 8 calendar days (Baltimore Life pays Tue/Fri), weekends rolled to Monday.
Projected advance · this cycle
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Est. annual comp
$—
first-year, submitted
Pending issue
$—
not yet advanced
Est. chargeback risk
$—
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All carriers
Pays effective date + 8 calendar days
Assumes the first draft cleared.
Baltimore Life
Effective + 7 days, then the next Tuesday or Friday
Lands on eff+7 itself if that day is already a Tue or Fri.
Weekends
Saturday and Sunday roll forward to Monday
Applied after the carrier rule, so Mondays run heavy.
SUN
MON
TUE
WED
THU
FRI
SAT
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Carrier portals & contracting
Guides loaded
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Team roster
8 agents| Agent | Role | AP · MTD |
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Add new agent
Adds them to Cloudflare Access (portal login) and the sales-form agent dropdown. Name must match the sheet's Agent Name column.