He's here for the messy stuff — tracking your client data, commissions, chargebacks, expenses, lead costs, and production metrics like dials, appointments, and sales. All to give you a simple view of the health and success of your business.
No card to start. One producer book per account. See plans.
Google, X, or email. Your book is created on the account — not a shared spreadsheet.
Cases (client, carrier, premium, status, FYC, chargebacks) and the work (dials, appointments, sits, sales).
After 14 days, Producer is $29/mo. Agency is $79/mo. Cancel anytime; export your book first.
Issue-paid FYC, lapses, and remaining balance on every case. Net is commissions minus chargebacks minus the real cost of the week.
Bump today's dials, appointments, presentations, and sales from the desk. The funnel is the work, not a slide.
Lead vendors, setters, E&O, CRM — categorized so you can see cost per issued case, not a pile of receipts.
FYC per sale, cost per dial, persistency. Built for producers who buy leads and want to know if the source is still worth it.
One agent. One honest book.