Based on all — active clients renewing over the next 12 months.
Adjust the multiplier in Settings.
Recent Activity
This Month
Client Book
Global view — all clients by renewal month. Green = renewal due within 90 days.
Year-over-Year
Compare performance across years
Lost Clients
Historical record of departed clients — soft-deleted for reference
These clients have been marked as lost. Their historical data is preserved for reference. Use "Full Delete" only for clients that never officially started.
Settings
Configure splits, book value multiplier, and partners
Note: Client data is seeded from your 2025/2026 book on first load. To reset to seed data, click
.
Subscription
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Office Split
% → You keep 50%
Book Value Multiplier
Book Value — All Active Clients (Annualized)
—
—
Commission Partners
These partners receive a % of your share of the commission. You can also assign partners to individual files when adding a client.
Renew Client
This will create a new entry for the next renewal cycle and archive the current one in History. Update the premium and commission details for the new term.
Premium$0
Commission (20%)$0
HOPs$0
Your Gross$0
Your Net$0
Add Client
File-Level Split (optional — overrides or adds to global partners for this file only)
Premium$0
Commission (—%)$0
HOPs$0
Gross (Comm + HOPs)$0
Office share (50%)$0
Your gross share$0
Your net earnings$0
Confirm Action
📉 Mark as Lost
Client departed. Historical data preserved. Appears in Lost tab. Can be restored.
🚫 Void Entry
Never officially started. Removed from all data streams. Cannot be restored.
Add Endorsement
Enter the already pro-rated premium from the insurer. The system will annualize it automatically for book value using the days remaining in the policy term.