Activity Log
| Date | Calls | Convos | Appts | Presentations | Closed | Closing % | Notes |
|---|
🚀 Growth Reinvestment Program
Produce well this week, and the agency reinvests part of your lead spend right back into your lead account.
How the reinvestment program works
Batch Log
| Date | Vendor | Leads | Total Paid | Cost/Lead | Leads Used | Leads Closed | CPA | Notes |
|---|
Deal Log
| Submitted | Issued | Client | Policy | Carrier | State | Status | Premium | Commission |
|---|
Add New Client
Client #1
— Medical History —
Personal & Banking Info
Sensitive — only visible to you and admins. Used for e-apps and premium draft setup.
Notes
Every field below updates the summary live as you type.
Mortgage Info
Income & Savings
Monthly Household Expenses
— Summary —
Model Income Loss
Saved Clients
🧮 Commission Calculator
Estimate a payout before you submit a deal — carrier grid %, not your actual recorded commission below.
Advance Commissions
Paid upfront at policy issue. Mark received once funds clear.
| Issue Date | Client | Policy | Total Commission | Advance Amount | Status |
|---|
Back-End Commissions
Payable 9 months after issue (6 months for CICA). ■ Red = overdue ■ Orange = due within 30 days.
| Issue Date | Client | Policy | Total Commission | Back-End Amount | Due Date | Status |
|---|
+ Create New Agent
Creates their login directly — no need to go into Supabase. Share the email and temporary password with them and have them change it under Account after they sign in.
Team
Agents created above appear here automatically. You can also still add one manually: Supabase dashboard → Authentication → Add User → set their email & a temporary password, then tell them to sign in here and change it under "Account".
| Photo | Name | Role | Contract % | Promotion Target | AP Needed | Joined |
|---|
Removed agents are fully hidden from the Team roster and every agent picker across the app, but their deals, clients, and activity are untouched and still count toward agency totals. Reactivate to bring someone back, or erase permanently to also wipe their records (rare, cannot be undone).
| Name | Removed data |
|---|
🎓 SBX University
Scripts, training, and reference material — everything you need to level up, in one place.
| Title | Uploaded | By |
|---|
✅ My Day
🛡️ Policy Tracker
📝 Scripts & Objections
Tap Copy to grab a script and paste it into a text or email, or keep it open while you're on a call. Star your go-tos so they're always at the top. Words in [brackets] are blanks to fill in.
❓ Help & Getting Started
How things work
🏢 Carrier Hub
Every carrier's portal, quote tool and phone numbers in one place. Fill in your own email/username, writing number and password on each card — they're saved to your account only. Nobody else (not even an admin) can see them.
📜 Licensing & Contracting
📊 Executive Dashboard
Team Scoreboard
Click an agent for their full scorecard (lead spend, appointments, submitted apps, and more). Checkboxes here are how a week qualifies for reinvestment.
| Agent | Issued AP | Placement | Compliant | Training | Tier | Lead Credit | Growth Score |
|---|
💰 Growth Fund
🧮 Reimbursement Calculator
🎯 Promotion Tracker
⚙️ Program Settings
Set Goals
🏅 Goal Scoreboard
Each agent is scored 0–100 on how they're doing against the goals you set for them, measured against where they should be by today — so it's fair mid-month. Daily dials and appointments are judged on weekdays (Mon–Fri). Agents with no goal set this month are listed at the bottom.
| # | Agent | Goal Score | 📞 Dials | 📅 Appts | Submitted | Issued | Premium |
|---|
All Goals
| Month | For | Submitted | Issue | Premium | Revenue | Profit | Max Spend | Dials / day | Appts / day |
|---|