Value created today
$0
advance + valuation increase
Advance created today
$0
personal + override
Policies today
0
personal + team + life
Valuation increase today
$0
insurance book value added
Advance all-time
$0
0 policies
Premium written
$0
total annual premium
Lifetime value (adj.)
$0
commission + net residuals
Book value @4× renewal
$0
insurance enterprise value
Override advance all-time
$0
0 team policies
Team AP written
$0
total team annual premium
Override LTV (adj.)
$0
override + net renewals
Override future
$0
earnout + net renewals
Collected premium
$0
0 settled
Outstanding premium
$0
0 awaiting
Commissionable collected
$0
16.5% of collected AP
Commissionable owed
$0
16.5% of outstanding AP
Pipeline upside
$0/mo
weighted: $0/mo
Insurance book value
$0
multiple × renewal
Annual renewal stream
$0
3% AP, persistency-adj
Total book LTV
$0
FY commission + net renewals
Combined enterprise value
$0
insurance book value
Earnout still ahead
$0
personal + override, full
Net residuals + renewals
$0
after persistency
Total scheduled ahead
$0
combined book
Premium due auto-fills as annual prem × rate × carrier advance (Allstate/UHC ~9/12 ≈ 75%, Man Life ~6/12 ≈ 50%). Edit anytime to override.
Advances/residuals by carrier: Allstate ~9 mo @ ~22% FY (3% residual) · UHC ~9 mo @ ~26.5% FY (12% residual) · Manhattan Life ~6 mo (3% residual). Per-policy rates from statements override defaults. Use Needs review for anything to double-check — it stays in the numbers until you Mark reviewed.
Yellow Needs review = statement parse was ambiguous (agent name / override %). Fix the row, then Mark reviewed.
Personal — date, sold by, client, carrier, premium, due, effective
Team / overrides — date, agent, client, carrier, premium, effective