Agent Space
SP
Monthly Premium
$0
No data yet
Placement Rate
—
No data yet
Persistency
—
No data yet
Pending Apps
0
Awaiting approval
📋
0
All Policies
⏳
0
Pending
✅
0
Active
❌
0
Declined
🚫
0
Cancelled
Placement Rate
Last 30 days
—
No policies submitted yet
Persistency Rate
Last 12 months
—
No active policies yet
Recent Policies
ClientProductCarrierPremiumSubmittedStatus
TOTAL DEALS
0
ACTIVE
0
PENDING
0
DECLINED / CANCELLED
0
Monthly Production — Deals Sold
Top Carriers by Deals
Rate Class Breakdown
Policy Status
PLACEMENT RATE
—
PERSISTENCY
—
IN FORCE
0
LAPSED
0
Policy Health Breakdown
ClientProductCarrierPlaced DateStatus
No policies yet.
This Month
$3,420
↑ 18% vs last month
YTD Earnings
$28,640
↑ On track
Pending
$1,850
7 policies pending
Chargebacks
$420
2 cancelled policies
⚡ Expected Commission Calculator
Expected Year 1 Commission
$0
Commission Schedule
Commission History
ClientCarrierPremiumGross Comm.Net Comm.Status
No commissions yet.
GROSS SUBMITTED (MTD)
$0
NET AP (MTD)
$0
CURRENT TIER
0%
BONUS EARNED (MTD)
$0
TO NEXT TIER
—
Monthly Bonus Tiers
Monthly Net APBonus %
This Month's Deals — Locked Bonus
ClientProductAPStatusNet RunningTierBonus
No submitted deals yet this month.
How it works. Your tier is based on your running total of net annual premium for the calendar month — submitted AP minus anything declined or cancelled. Each deal locks in the tier you are in at that point; climbing into a higher tier later does not raise the bonus on deals you already submitted (not retroactive). A decline or cancel removes that deal's AP from your net total, so if you were barely into a tier it can drop you back to the previous one — the deals that came after it are re-tiered on the lower net number, and the declined/cancelled deal itself earns no bonus. Bonus is a percent of each deal's annual premium, paid in full with your weekly advance, on top of commission. Everything resets on the 1st of each month.
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Full Rankings
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SURGE PARTNERSAGENT SPACE
Team Incentive · Fall 2026
November · Pod vs Pod · Winner takes all

PODWARS

Nov 1 – Nov 30 · Ranked by premium
The winning pod gets

Branson, Missouri

3-day getaway · December 4 – 6
  • Downtown Branson resort
  • Silver Dollar City
  • Indoor golf
  • Dinners & more
All paid by Surge Partners — travel to Branson not included.
Preseason · now live
15%

Win October and carry 15% of your pod's October premium onto the November board as a head start.

Oct 19 – Oct 31
Full monthNov 1 – 30. Every deal your pod logs in Book of Business counts.
One winnerHighest pod premium takes the trip. No second place.
Live standingsAgent Space → Leaderboard → Pods. Updated every time a deal is logged.
Team JoelHarden
Team DraisenMorrison
Team RuvimCiobanu
Team ZacharyBrown
Team AshtonYoung
Preseason Oct 19–31 · Pod Wars Nov 1–30 · Branson Dec 4–6hq.surgelifegroup.com/agent
Download flyer (PNG)
Stage 1Preseason

Pod Wars: Preseason

Oct 19 – Oct 31 · pod vs pod · ranked by premium
Win October → carry 15% of your pod's October premium onto the November board as a head start.
  • Every deal logged in Book of Business counts toward your pod.
  • The head start is added to the November scoreboard on Nov 1.
Stage 2The main event

November Pod Wars

Nov 1 – Nov 30 · full month · pod vs pod · ranked by premium · winner takes all
The winning pod goes to Branson, Missouri — 3-day getaway, December 4–6.
  • Resort stay in downtown Branson
  • Silver Dollar City
  • Indoor golf
  • Dinners & more
  • All paid by Surge Partners — travel to Branson is on you.
How you scoreYour pod's total premium from deals logged in Book of Business during the window.
Where to watchLeaderboard → Pods. Tap a pod to see every member's numbers.
One winnerHighest pod premium at midnight Nov 30 takes the trip. No second place.
Pods
Assign agents
Pick a pod for each agent. Leaders are marked with ★.
AgentPodRole
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Competitions
A live competition shows a banner on the Leaderboard with the countdown.
to
NameWindowScopeMetricPrizeStatus
None yet.
PERIOD
AGENT
Agents — Placement & Persistency
Placement = (active + lapsed) ÷ all · Persistency = active ÷ (active + lapsed)
AgentLevelDealsGross APNet APIn ForcePendingDeclinedLapsedPlacementPersistencyBonus (est.)
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Your Agency Earnings (estimate)
Based on the Comp Settings below — net business only, excludes your own personal production
Invite an Agent
They get a one-time code (texted if you add a phone) and sign up already approved at the level you pick
Name
Email
Mobile (optional)
Starting level
NameEmailPhoneLevelCodeStatusSent
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Carriers & Products
What your agents write, and what each product pays. Drives deal entry, the calculator, Commissions and Expected Earnings.
Commission Levels
Your agency's ladder, lowest to highest. New agents start at the level on their invite.
CodeTitleAgents
Portal Links
Shown to every agent on the Carrier Info page
NameTypeWeb address
Comp Settings
Saved to Supabase — every agent's Bonus, Calculator and Expected Earnings pages update instantly
Default comp % (products with no rate set)
Advance % (paid next week)
Your override spread % on agents' production
Your match % on agents' bonuses
Monthly production bonus tiers (net AP → bonus %). Leave "To" blank on the top tier.
From $To $Bonus %
All Deals
Click a deal to view details
DateAgentClientProductPremiumStatus
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1 · Upload the export
planetaltig export, or any CSV with a phone column
Reminders are off on this device.
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Your States
Team Coverage
Number = agents who can write that state
Nobody1 agent2–34+
Total Premium $0Deals 0
ClientStateCarrierProductPremiumStatusDate
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GROSS PREMIUM
$0
NET PREMIUM
$0
PROJECTED YEAR 1 PAYOUT (NET)
$0
ACTIVE PREMIUM
$0
PENDING PREMIUM
$0
DEALS
0
Payout is an estimate on net business (declined and cancelled deals excluded), based on your commission level and each carrier's Year 1 rate. For a single-deal breakdown, use the Commissions calculator.
🚀
Coming Soon
Automated SMS & email to your clients is on the way.
Offline LINES
Pick your lines, hit Start Dialing. Keep this tab open and your mic on.
Lines
Idle
No calls in flight.
My Callback Message
Played to anyone who answers while you're on another line
Say who you are, the company, and the number to call back. Keep it short — no pitch (that's the rule for these messages).
0Dials
0Contacts
0%Contact Rate
0mTalk Time
0Appts
0Sold
Call List
—
Move everything shown to
Loading your pack…
Upload a List
CSV with name + phone
into
My Lists
Up to 3 · rename anytime
My Calls
WhenLeadPhoneResultTalkDispoRec
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AGENTS DIALING
0
DIALS TODAY
0
CONTACTS TODAY
0
TALK TIME TODAY
0m
ABANDON RATE
0%
Who's On
Refreshes every 5s
AgentStatusOn WithLinesDialsContactsTalkSince
Nobody dialing.
Today by Agent
AgentDialsContactsRateTalkApptsSold
Recent Calls
WhenAgentLeadPhoneResultTalkDispoRec
Subscriptions
Agents pay monthly by card inside Agent Space and are locked out of the dialer until they do. Comp gives someone free access (you, trainers, a trial week) — flip it off to lock them again. If a payment shows in Stripe but an agent is still locked, hit sync.
AgentPlanStatusRenewsComp
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Buy Numbers
~$1.15/mo each
Number Pool
Numbers rotate automatically — each stops being used for the day at the calls-per-number cap in Compliance. When a number's answer rate tanks or a carrier shows it as spam, Bench it (rests it), or Flag it to mark it as under remediation, then submit it on the Free Caller Registry and the carrier portals (links in Setup). Restore once it's clean. A attestation means SHAKEN/STIR is attached — do Setup first.
NumberStatusAttest.AgentAreaTodayTotalAnswer %
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Dialing Rules
Enforced server-side on every dial
to
Federal floor is 8am–9pm local; FL, OK, WA, VA end at 8pm, MD and CT start at 9am, Texas blocks Sunday afternoons — those are built in and tighten your window automatically. Leads are internet leads with written consent, but you still have to honor every "stop calling" immediately: the DNC button and STOP texts both do that and are logged below. Keep abandon rate under 3% — with 3 lines on a 2-person day that can creep up; drop to 2 lines if it does.
Do Not Call List
PhoneSourceNoteAdded
Compliance Log
WhenEventPhoneDetail
1 · Wire Twilio
One click. Creates the API key and TwiML app the browser dialer needs, points every Twilio number you own at the dialer for inbound calls and STOP texts, imports them into the pool, and reports your Trust Hub status. Safe to run again any time.
Not run yet.
2 · Caller ID trust (do once, in the Twilio console)
This is what keeps calls from showing "Spam Likely". Do these in order; each takes Twilio a few days to approve.

a. Business Profile — Twilio Console → Trust Hub → Customer Profiles → create a Primary Business Profile for Surge Partners (EIN, address, your name as authorized rep).
b. SHAKEN/STIR — Trust Hub → SHAKEN/STIR → create, attach the business profile, assign all your numbers. This gives "A" attestation (the carrier can verify it's really you calling).
c. CNAM — Trust Hub → CNAM → register "Surge Partners" as the display name, assign your numbers. Shows your name instead of a bare number on landlines and some carriers.
d. Voice Integrity — Trust Hub → Voice Integrity → describe the use case (life insurance follow-up on internet leads, ~X calls/day). This is Twilio's direct feed to the analytics engines (Hiya, First Orion, TNS) and is the actual "unflag" mechanism.
e. Free Caller Registry — freecallerregistry.com: one form, submits your numbers to all three carrier analytics vendors. Use Export for Registry on the Numbers tab for the list.

After b–d are approved, re-run Setup and new numbers get attached automatically when you buy them.
3 · Agents
Agents open Power Dialer in Agent Space, allow the mic, pick 1–3 lines and hit Start. Their pack from Lead Distribution is the list. Chrome or Safari, phone or laptop, no install. Tell them to keep the tab open while dialing.
INCOMING CALL
DIALS TODAY
0
APPTS TODAY
0
SOLD TODAY
0
Log a Call
One tap per dial
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PERIOD
Disposition Tally
Today
Daily Report
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