Dynamic Name Fields
First Name Last Name

0

My Total Clicks

0

My Leads Created

0

My Leads Quoted

0

My Policies Bound

0

My Policies Paid/Issued

0%

My Quote/Bind %

0%

My Bind/Paid %

0

Sub-Affiliates’ Total Leads

Agent Generated Leads

0

Total Quotes

Agent Generated Leads

13

Total Quotes

Customer Name

Policy Type

Status

Quote Path

Referral Source

Sub-Affiliate

Date Created

Date Quoted

Date Bound

Date Paid

Premium

Commission Est.

Referral Link

John D.

Home

Digital

Direct

Sub

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

John D.

Home

Digital

Direct

Sub

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

John D.

Home

Digital

Direct

Sub

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

John D.

Home

Digital

Direct

Sub

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

John D.

Home

Digital

Direct

Sub

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

09/05/25

Commercial Line Leads

13

Total Quotes

Customer Name/Business Name

Status

Policy Type Requested

Referral Source

John D.

Home

Digital

Direct

John D.

Home

Digital

Direct

John D.

Home

Digital

Direct

John D.

Home

Digital

Direct

John D.

Home

Digital

Direct

Sub- Affiliate Stats

12 total sub-affiliates

Name

Contact Info

Total Leads

Quoted

Bound

Paid

Last Activity

John D.

100

75

75

09/05/25

09/05/25

John D.

100

75

75

09/05/25

09/05/25

John D.

100

75

75

09/05/25

09/05/25

John D.

100

75

75

09/05/25

09/05/25

John D.

100

75

75

09/05/25

09/05/25