Total Commissions (YTD)
$0
0 transactions
Pending Commissions
$0
0 pending
Active Leads
0
0 converted
Pay-Go Balance Due
$0
owed by brokers
Monthly Commission Volume
Commission Payouts — Last 6 Months
Recent Activity
Top Agents by Commission
| Agent | Role | Earned |
|---|
Lead Pipeline Summary
| Stage | Count | Est. Value |
|---|
📋 List View
🗂 Pipeline View
All Leads 0
| Company | Services | Contact | Employee | Source | Disposition | Date Rcvd |
|---|
📥 Create Commission Batch
Select a broker, month, and year. All active clients with that broker will load below for you to enter the commission amount from the broker's statement.
📄 Consolidated Statements & Month Close
Generate consolidated commission statements for all recipients for a period. Send all invoices and mark them paid in one step.
Commission Batches 0
| Broker | Period | Clients | Total Received | Status | Created |
|---|
Clients 0
| Customer Name | Broker | Partner | LOB | Recipients | Est. Premium | Eff. Date | Expected Commission | Billing | Status |
|---|
| Partner Name | Type | Agents | Clients | Added |
|---|
| Broker/Carrier Name | Commission Rate | Payment Frequency | Contact | Commissions Received |
|---|
💰 Pay-Go Balance Due by Broker/Carrier
Declining balance on pay-go policies| Broker | Pay-Go Clients | Total Expected | Received to Date | Balance Due | % Collected |
|---|
Total Received
$0
Apex Keeps
$0
ERMA Keeps
$0
Partner Payouts
$0
Batches
0
📊 Commission by Period
🥧 By Broker/Carrier
By Broker/Carrier
| Broker/Carrier | Batches | Received | Apex Keeps | ERMA Keeps | Partner Payout |
|---|
By Recipient
| Recipient | Type | Total Earned | Paid | Unpaid |
|---|
🧑💼 Lead Performance by Employee
Active users only| Employee | Total Leads | Open | Won | Lost | Conversion % |
|---|
📊 Expected Commissions — Per Policy
Active clients · paid to date vs remaining| Client | Broker | LOB | Billing | Eff. Date | Premium | Expected Commission | Paid to Date | Remaining |
|---|
Batch Detail
0 batches| Period | Broker | Clients | Received | You Keep | Status | Invoices |
|---|
User Management 0
| User | Role | Leads (Open/Won/Lost) | Status | Last Login | Created |
|---|
🔄 Sample Data
Reload the app with fresh sample data — 6 clients with realistic parent → child producer splits across 5 brokers, plus pre-built commission batches.