Pipeline by stage List
Which open opportunities carry the expected value, and who owns them?
From Opportunities
- Insurance Agent Portal
- Reports and analytics
Reports for the questions your team asks
Use opportunity, commission, activity and receipt records in agency reviews.
Overview×
Insurance Agent Portal · Overview
Insurance Agent Portal dashboard
This quarter
Commission statements in view
6Total commission amount
2,320Submitted
6Statement date in 14 days
2Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 28 | ||
| Qualified | 8 | 29% | |
| Proposal | 3 | 38% | |
| Negotiation | 1 | 33% |
Expected value USD by status
Sample totals per stage
Questions to answer
Commission by carrier List
Which carrier statements remain submitted and which are completed?
Activity follow-up List
Which due contacts have a completion date and outcome?
From Opportunities
Operation exceptions List
Which actions failed or need review, and what reason was recorded?
From Review and Evidence
More reports
Expected close calendar List
Show opportunity value against expected close date.
Producer pipeline Grouped
Group opportunities by owner and status.
Statement review load List
Count submitted statements by organization and statement date.
Review decision history List
Show decisions, reviewers, reasons and decision dates by opportunity.
Set up Insurance Agent Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.