Agent Performance Portal
Sign in to the Board, your Path, income, and Agent Resources.
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The very first person to sign up becomes the agency owner. Everyone after that is reviewed and approved.
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Your account is created. Tell us who recruited you, then the agency owner will approve you and set your starting contract.
This puts you on their team automatically.

The monthly draft date is the day the client chose for their recurring payment — and when this counts toward production.
Client
The policy
Where the lead came from
Type is the vertical (veterans, truckers). Source is who you bought it from.
Dates