Agent View
Signed in asJ. CarterYour personal performance. You can only see your own book — leadership sees aggregated views.
Your Closing Ratio
Zoho19.9%
Above 18% target
Policies Bound
AMS36062
last 30 days
Your Book Value
AMS360$812,000
in-force premium
Realized Commission
AMS360$28,400
MTD
Your Book — Active vs Lapsed Policies
AMS360Book Health
AMS360Active policies
62
Lapsed policies
4
Retention
93.9%
Your Recent Activity
ZohoAMS360
| Date | Activity | Source | Amount |
|---|---|---|---|
| Jul 21 | Bound policy POL-10552 (Auto) | AMS360 | $1,240 |
| Jul 20 | Deal moved to Quote — Lead #48219 | Zoho | — |
| Jul 20 | Bound policy POL-10547 (Home) | AMS360 | $980 |
| Jul 19 | New lead assigned — Lead Vendor A | Zoho | — |
| Jul 18 | Bound policy POL-10538 (Auto+Home) | AMS360 | $2,180 |