Deals Pipeline & Commission Tracking

Category: Deals

Track every deal from submission to closing in the Deals Pipeline.

Deal Statuses

  • *Pending*: Just submitted, awaiting review
  • *Submitted*: Sent to carrier
  • *Approved*: Carrier approved the application
  • *Placed*: Policy is in force
  • *Closed*: Deal complete, commission earned
  • *Rejected*: Application declined

    • Points System

    When a deal is closed, you earn 100 base points plus premium/10 bonus points. These points contribute to your rank progression.

    Commission Tracking

    The platform estimates commissions at 18% of premium. Track your monthly earnings in the Forecast page.