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Dashboard
Production overview
AP Leaderboard
Top 15Carrier Distribution
My Leads
Leads assigned to you
Order Aged Leads
Select tier, state & quantity — system assigns matching leads
Order Realtime Leads
Set up a standing order — leads route to you as they're generated
New Realtime Order
Lead Orders
Your order history
Deals
Your production
| Client | Annual Premium | Coverage | Carrier | Effective | Status |
|---|
No deals yet. Submit your first deal.
Downline
Your organization
→
EOD Reports
Daily activity tracking
to
Activity Trends
Past Reports
| Date | Dials | Contacts | Presos | Apps | Sales | Rating |
|---|
No reports in this range.
Profile Settings
Your details & integrations
Your Details
Customer-Facing Contact
Shown to leads in their welcome email. Leave blank to use your details above.
GHL Integration
Not connectedLeads ordered through the system are delivered to your GoHighLevel account using these credentials.
Change Password
Standing
Role—
Access—
Lead Plan—
Admin Settings
Manage carriers, plans & agents
| Name | Role | Access | Plan |
|---|
→
Units sold & AP by carrier and product. Spot low-comp product mix.
| Carrier | Product | Units | Total AP | AP Share |
|---|