Command Center
0
Total Leads
0
Today
0
This Week
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Top Segment
Leads (Last 14 Days)
Leads by Segment
Recent Leads
Upcoming Appointments
Leads
All quote requests and inquiries
0All Leads
0New
0Contacted
0Quoted
0Enrolled
0Aged Leads
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| # | Name | Contact | Zip | Segment | Stage | Notes | Submitted |
|---|
Appointments
Manage client consultations and follow-ups
Google Calendar
Sync events from emily@dazahealth.com
Upcoming
Past
Referrals
Track who is sending you clients
0
Total Referrals
0
Enrolled
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Top Referrer
Book of Business
Your active client roster
0
Total Clients
0
Active
Monthly Premium
0
Renewing Soon
Upload Book of Business
Drag & drop or click — CSV or Excel (.xlsx) accepted
Expected columns (any order, column names flexible)
Client Name or First/Last Name
Carrier
Plan Name or Plan
Plan Type (HMO, PPO, etc.)
Monthly Premium or Premium
Effective Date
Renewal Date
Status (Active, Cancelled, etc.)
Phone
Email
Sales Report
Commission and revenue overview
0
Policies Sold
0 unique clients
$0
Total Commission
Total Premium
$0
Avg Commission
This Month
0
Sales
This Month
$0
Commission
YTD
0
Sales
YTD
$0
Commission
Upload Sales Report
Drag & drop or click — CSV or Excel (.xlsx) accepted
Expected columns (any order)
Date or Sale Date
Client Name
Carrier
Plan Type
Monthly Premium or Premium
Annual Premium
Commission % or Commission Rate
Commission Amount or Commission
Status
Commission by Period
Monthly Breakdown
| Month | Sales | Commission | Premium | Avg Commission | vs Prior Month |
|---|
Commissions
Upload carrier statements and reconcile with your sales
$0
Total Received
This Month
$0
Received
YTD
$0
Received
0
Sales Unpaid
Add Weekly Commission Statement
Drag & drop or click — Each upload is appended, not replaced
Expected columns (any order, any carrier format)
Client Name or Insured
Carrier or Insurance Company
Policy Number
Commission Amount or Amount
Payment Date or Date Paid
Effective Date
Plan Type
Status
By Carrier
| Carrier | Policies | Total Received | Avg per Policy |
|---|
Net Advance by Client
Commission & Sales Reconciliation
All Commission Records
Payment Reminders
Track upcoming and overdue client payments
0
Overdue
0
Due Within 7 Days
$0
Total Pending
0
Taken
0
Not Taken
—
Taken Rate
Upload Payment Reminders
Drag & drop or click — CSV or Excel (.xlsx) accepted
Expected columns (any order)
Client Name
Carrier
Due Date or Payment Date
Amount or Amount Due
Status (Paid, Pending, Overdue)
Notes
Account Summary
Track association bonuses and monthly residuals
Import Account Summary
📂
Drop CSV or XLS here, or click to browse
Imports are appended — existing entries are preserved
Expected columns (any order, flexible names):
Date • Type (Association Bonus / Monthly Residual) • Source / Carrier • Description • Amount
Date • Type (Association Bonus / Monthly Residual) • Source / Carrier • Description • Amount
Association Bonuses
$0
Total Logged
Monthly Residuals
$0
Total Logged
$0
Combined Total
YTD
$0
This Year
📊
No entries yet
Click + Add Entry to log an association bonus or monthly residual.
| Date | Type | Source / Carrier | Description | Amount |
|---|
Sent Emails
Every email sent through the system — reminders, notices, confirmations, and alerts
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Scan Application
Upload or paste a screenshot to extract client & policy data
📷
Drop a screenshot here, or click to upload
You can also paste (Ctrl+V / Cmd+V) directly from your clipboard
Notes & Tasks
Quick notes, reminders, and tasks
Add a Note
CPA Tracker
Track dials, investment, and deals to measure Cost Per Acquisition
0
Total Dials
$0
Total Investment
0
Deals Closed
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Avg CPA
Weekly Log
No entries yet. Click Log Week to get started.