Sale Tracker
Log a sale and see it flow straight into the leaderboard.
Log a Sale
Leaderboard
| # | Agent | Deals | AP Total | Avg Deal |
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Recent Sales
Activity Commit
Your logged production this week and month — real sales from the Sale Tracker and your own dials. No projections.
Team — Production This Week
| Agent | Deals (wk) | AP (wk) | AP (MTD) | AP (YTD) |
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Dial Tracker
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Last 7 Days
Your own daily totals| Date | Dials | Pickups | Application | Sold |
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Client Book
Your clients — contact info, policy details, and notes, all in one place.
My Clients
Loading…Contracting & Onboarding
Your onboarding checklist and where each carrier contract stands.
SureLC Contracting
SureLC (by SuranceBay) is the single platform where you request and manage carrier contracts — one login covers every carrier, so there's no per-carrier contracting link.
Launch SureLCOnboarding Checklist
| Step | Date completed | Notes |
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Carrier Contracting Status
| Carrier | Status | Writing # | Date approved |
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Training
Onboarding curriculum and reference content.
Scripts
Word-for-word scripts, linked out to their Google Docs.
Client Text Templates
Reusable text messages to send clients — follow-ups, appointment reminders, policy-delivery check-ins. Copy one, paste it into your texts, then fill in placeholders like [First Name] and [Agent].
PNL
Income (deposits) vs. expenses, by month. Log deposits and expenses right here.
Log Deposit
Income| Date | Source | Amount |
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Log Expense
Expenses| Date | Category | Note | Amount |
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Profit & Loss by Month
Income (deposits) vs. expenses — last 6 monthsMonthly Breakdown
Deposits, expenses, lead spend, net| Month | Income | Expenses | Lead Spend | Net |
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Carriers
Quick links, support lines, and contracting steps.
Leads
Vendor portals, your lead spend and expenses, and acquisition performance.
Log Lead Spend
Your spend| Date | Vendor | Amount |
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Vendor Performance
Sales & advances produced per lead vendor, vs. your spend| Vendor | Sales | AP Produced | Advances | Lead Spend | ROI | Net |
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Quick Links
Trackers, licensing, and phone reputation — one click, opens in a new tab.
Goals & Forms
New-agent Why form and the mandatory monthly leader goal sheet — synced to your agent record.
New Agent "Why" Form
Loading…Monthly Leader Goal Sheet
Loading…Downline
Your reporting hierarchy — production, Why forms, goal sheets, and expected overrides.
Expected Overrides
| Agent | Sales Counted | Expected Override |
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Your Downline
Team
Agency hierarchy and live competitions.
Agency Hierarchy
Competitions Board
| Rank | Agent | Deals | AP Total | Prize |
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Quote & Tools
Standalone sales tools — quoting, carrier fit, routing lookup, and client search. Not connected to the Sale Tracker form.
Quoter
Sample rates — see the flag above| Carrier | Monthly | Annual | Per $1k |
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Carrier Recommendation by Health
Sample underwriting rules| Carrier | Best Fit | Reason |
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Routing Number Search
State-labeled ACH — verify on check| State | ACH Routing # |
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