Revenue Intelligence Dashboard
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YTD Gross Earned
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YTD Net
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Annual Renewal Book
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— policies
Tomer + Ethan
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T: — · E: —
Participation Unconfirmed
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Upload more statements
📅 Renewals Coming Up
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| Policy | Client | Carrier | Annual | Month | Part. | 6-YR |
|---|---|---|---|---|---|---|
| Loading renewals… | ||||||
Quick Actions
At a Glance
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Book of Business — in-force policies
Connecting to Firebase…
| Policy # | Client Name | Carrier | Bank | Agent | Annual Prem | Face $ | Issue Date | Stream | Part% | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| Upload NLG policy book to populate · or checking Firebase… | ||||||||||
💰 BSB Policies — 6-Year Commission Schedule
SummitLife policies · 15% rate · Annual payment × 6 years
6-YR TOTAL: —
| Policy # | Insured | Issue Date | Rate | Part% | Target Premium | 2-Yr Comm | 4-Yr Comm | 6-Yr Comm | Renewal Date |
|---|---|---|---|---|---|---|---|---|---|
| Load from Book of Business data | |||||||||
Master Ledger
Raw commission rows from every carrier statement · auto-ingested
| Pay Date | Stream | Carrier | Policy # | Insured / Entity | Product | Type | Rate % | Gross | Flag |
|---|---|---|---|---|---|---|---|---|---|
| Loading ledger… | |||||||||
Renewal Forecast — 6-year window
NLG PF structure
Annual Expected (25%)
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Risk-adj: —
6-YR Projected
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Cumulative renewal income
Next 30 Days
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Due < 14 Days
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lapse signals
Monthly cashflow — 2026
Policies renewing this quarter
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| Renewal Date | Days | Policy # | Client Name | Carrier | Agent | Target Premium | Part% | Est. Commission | Status |
|---|---|---|---|---|---|---|---|---|---|
| Loading renewals… | |||||||||
Statement Processor
Upload carrier commission statements or bank statements · Auto-reconciled · Super Admin only
💼 Upload Carrier Commission Statement
Parsed into Master Ledger · Chargebacks flagged automatically
Drop NLG / Symetra / North American statement
.xlsx or .csv · Carrier auto-detected from filename or columns
Expected columns:
Pay Date · Carrier · Policy # · Insured · Product · Type · Rate · Gross
Recent Uploads
| Date | Type | File | Rows | New | Updated | Flagged | By |
|---|---|---|---|---|---|---|---|
| No uploads yet | |||||||
Policy Book Upload
Drop your NLG or Symetra in-force export here · Refreshes the Book of Business
NLG / LSW
In-Force Client info export
Drop NLG export
.xlsx · no upload yet
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Symetra
BSB inforce report
Drop Symetra export
.xlsx · no upload yet
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North American
Quarterly book
Drop NA export
.xlsx · no upload yet
0 rows · awaiting first upload
Upload history
| Date | Carrier | File | Rows Ingested | New | Updated | Flagged | By |
|---|---|---|---|---|---|---|---|
| No uploads yet | |||||||
Reports — Commission Intelligence
Monthly · loading…
Crossfield Strategic Partners
Commission Intelligence Report · —
Gross Earned
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Chargebacks
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Net Revenue
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All commission rows — loading
| Date | Carrier | Policy # | Insured / Entity | Product | Type | Rate % | Gross |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||