Good morning, Agent
Here's your book of business at a glance.
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
| Client | Product | Carrier | Premium | Submitted | Status |
|---|
Sales Analytics
A breakdown of your production, carriers, and rate classes.
TOTAL DEALS
0
ACTIVE
0
PENDING
0
DECLINED / CANCELLED
0
Monthly Production — Deals Sold
Top Carriers by Deals
Rate Class Breakdown
Policy Status
Persistency & Placement
Live numbers from your book — set each policy's status to keep these accurate.
PLACEMENT RATE
—
PERSISTENCY
—
IN FORCE
0
LAPSED
0
Policy Health Breakdown
| Client | Product | Carrier | Placed Date | Status |
|---|---|---|---|---|
| No policies yet. | ||||
My Commissions
Commission is figured on net business — declined deals earn nothing and cancelled deals come back as chargebacks.
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
| Client | Carrier | Premium | Gross Comm. | Net Comm. | Status |
|---|---|---|---|---|---|
| No commissions yet. | |||||
Production Bonus
Paid on top of commission, in full with your weekly advance. Tier is set by your net AP this month (submitted minus declined & cancelled) and resets on the 1st.
GROSS SUBMITTED (MTD)
$0
NET AP (MTD)
$0
CURRENT TIER
0%
BONUS EARNED (MTD)
$0
TO NEXT TIER
—
Monthly Bonus Tiers
| Monthly Net AP | Bonus % |
|---|
This Month's Deals — Locked Bonus
| Client | Product | AP | Status | Net Running | Tier | Bonus |
|---|---|---|---|---|---|---|
| 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.
Carrier Info
One-click access to your carrier and agency portals. Opens in a new tab.
Agent Portals
Leaderboard
Log your deals and see how you stack up against the team.
SHOWRANK BYPERIOD
Full Rankings
| Rank | Agent | Premium | Deals |
|---|---|---|---|
| Loading... | |||
Pod Wars
Pod vs pod. Winner takes all. Here's what's on the line and how it works.
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
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 & Competitions
Build teams, name a pod leader, and run head-to-head competitions. Standings show on everyone's Leaderboard.
Pods
Assign agents
Pick a pod for each agent. Leaders are marked with ★.| Agent | Pod | Role |
|---|---|---|
| Loading… | ||
Competitions
A live competition shows a banner on the Leaderboard with the countdown.to
| Name | Window | Scope | Metric | Prize | Status | |
|---|---|---|---|---|---|---|
| None yet. | ||||||
Agency Overview
Every deal across the agency, each agent's placement and persistency, and your comp settings. Owner only.
PERIODAGENT
Agents — Placement & Persistency
Placement = (active + lapsed) ÷ all · Persistency = active ÷ (active + lapsed)| Agent | Level | Deals | Gross AP | Net AP | In Force | Pending | Declined | Lapsed | Placement | Persistency | Bonus (est.) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||||
Your Agency Earnings (estimate)
Based on the Comp Settings below — net business only, excludes your own personal productionInvite an Agent
They get a one-time code (texted if you add a phone) and sign up already approved at the level you pickName
Email
Mobile (optional)
Starting level
| Name | Phone | Level | Code | Status | Sent | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
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.| Code | Title | Agents |
|---|
Portal Links
Shown to every agent on the Carrier Info page| Name | Type | Web address |
|---|
Comp Settings
Saved to Supabase — every agent's Bonus, Calculator and Expected Earnings pages update instantlyDefault 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
| Date | Agent | Client | Product | Premium | Status |
|---|---|---|---|---|---|
| Loading... | |||||
Lead Distribution
Upload a lead CSV (planetaltig export or any vendor file with a phone column), preview the split, and download one Mojo-ready CSV per agent. States come from My Licenses. No lead is ever given out twice, and a lead is pulled the moment an agent logs a deal on it. Owner only.
1 · Upload the export
planetaltig export, or any CSV with a phone column2 · Preview the split
Nothing is saved until you hit Distribute| Agent | Priority | Recent | New | Total | New leads by state |
|---|
3 · Download for Mojo
One file per agentWho gets leads
Blocked agents and agents with no states are skipped automatically| Agent | In rotation | Priority | Bonus | Also writes the states of | States |
|---|---|---|---|---|---|
| Loading... | |||||
Top gets a bit more than normal, low gets a little over half. Bonus adds extra leads on top of their share. "Also writes the states of" lets someone take leads in another agent's states (for example David on Draisen's).
Swap two agents
They trade packs. Leads one of them isn't licensed for stay where they are. Sold leads never move.
⇄
Swap everyone
Every lead anyone is holding gets re-dealt to the rotation by priority, like a fresh distribution. Nobody gets a lead they already have. Anything over the max per agent goes back to the held pool (0 = no max).Preview
| Agent | Before | Gives | Stay | Gets | After |
|---|
After a swap you get a full pack for everyone affected. In Mojo, delete each agent's old list and import their new file. Nothing to upload here.
Leads per agent
| Loading... |
Sold leads — pulled automatically
| Lead | Sold by | In the pack of | Sold |
|---|
Held leads — nobody can write these yet
The states worth getting licensed inLook up a lead
Appointments
Book every appointment here, get reminded before it starts, and dispo it after so you know your show rate and close rate.
Reminders are off on this device.
Loading…
New Appointment
Dispo
My Licenses
Tap every state you're licensed and appointed in, then save. Leads are split twice a week by these states, so update this the day a new license comes through.
Your States
Team Coverage
Number = agents who can write that stateNobody1 agent2–34+
Edit States
Book of Business
Every deal you log lives here.
Total Premium $0Deals 0
| Client | State | Carrier | Product | Premium | Status | Date |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Deal
Log a Deal
Expected Earnings
Your whole book at a glance — total premium and projected Year 1 payout at your level.
GROSS PREMIUM
NET PREMIUM
PROJECTED YEAR 1 PAYOUT (NET)
$0
ACTIVE PREMIUM
PENDING PREMIUM
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.
AI Messaging
Automated client messaging.
🚀
Coming Soon
Automated SMS & email to your clients is on the way.
Power Dialer
Multi-line dialing from your browser. Your lead pack is the call list — the first person who picks up is bridged to you, the rest are dropped. Dispo every contact; sold leads are pulled from everyone's packs automatically.
Pick your lines, hit Start Dialing. Keep this tab open and your mic on.
Lines
IdleNo calls in flight.
My Callback Message
Played to anyone who answers while you're on another lineSay 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 + phoneinto
My Lists
Up to 3 · rename anytimeMy Calls
| When | Lead | Phone | Result | Talk | Dispo | Rec |
|---|---|---|---|---|---|---|
| Loading… | ||||||
AGENTS DIALING
0
DIALS TODAY
0
CONTACTS TODAY
0
TALK TIME TODAY
0m
ABANDON RATE
0%
Who's On
Refreshes every 5s| Agent | Status | On With | Lines | Dials | Contacts | Talk | Since |
|---|---|---|---|---|---|---|---|
| Nobody dialing. | |||||||
Today by Agent
| Agent | Dials | Contacts | Rate | Talk | Appts | Sold |
|---|
Recent Calls
| When | Agent | Lead | Phone | Result | Talk | Dispo | Rec |
|---|
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.
| Agent | Plan | Status | Renews | Comp | |
|---|---|---|---|---|---|
| Loading… | |||||
Buy Numbers
~$1.15/mo eachNumber 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.
| Number | Status | Attest. | Agent | Area | Today | Total | Answer % | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Dialing Rules
Enforced server-side on every dialto
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
| Phone | Source | Note | Added |
|---|
Compliance Log
| When | Event | Phone | Detail |
|---|
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.
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
Call Tracker
Tap a result after every dial — your numbers build automatically and never reset.
DIALS TODAY
0
APPTS TODAY
0
SOLD TODAY
0
Log a Call
One tap per dial
SHOW
PERIOD
Disposition Tally
TodayDaily Report
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