Description
Full Walkthrough
Track Medicare and life policies, carrier commission rates, expected vs received commission, chargebacks, renewals and production goals.
Who it’s for
Independent Medicare, final expense and life insurance agents who want to see their book and what they are owed.
What’s inside
- Dashboard: New premium, policies written, % to goal, commission received, net commission YTD, book premium, retention, renewals due, chargebacks, carrier scorecard and charts
- Upcoming Renewals: Active policies expiring in the next 90 days, sorted by date, color-coded ≤30 / ≤60 days
- Policies: Book of business with commission rate, expected commission, expiration, days to renewal, chargeback estimate, received and balance
- Statements: Commission statement lines by policy: new, renewal, chargebacks and bonuses
- Production: 12 months: new policies and premium, renewals, cancellations, expected and received commission, chargebacks, goal %
- Settings: Currency, dates, goal, carriers with new / renewal %, lines, lead sources, statuses
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
Don't store health information or sensitive personal data in this file. Use a client code.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Medicare & Life Insurance Agent Commission & Renewal Tracker on Gumroad
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