Sales DeskNorthline Insurance Group · built by Boldwright
1. Pick the carrier and line, type the premium and the client's name. 2. Attach the application or dec page if you have it. 3. Press Log this sale. The commission is worked out for you from the agency's rates, and it shows on My Performance straight away. Everything not marked required is optional.
Your month, and only yours. Green means you are on pace, amber means close, red means behind. If a sale is missing here, it has not been logged yet: go to Log a Sale. If a number looks wrong, tell Zach.
Bar is your written premium so far. The dark marker is your monthly goal. The blue line is where you should be today to finish on target.
Your sales only. Every row priced from the carrier schedule.
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The whole agency, every producer side by side. How this month is going. The bar is what has been written. The dark mark is the goal. The blue line is where you need to be today to finish on target.
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Policies coming up in the next ninety days, and anything already past its date. A renewal nobody calls is a renewal somebody else writes.
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Bar is written premium so far. The dark marker is the monthly goal. The blue line is where you should be today to finish on target.
Every row priced from your carrier schedule. Click an agent's name to see only their sales.
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The same report that goes out morning and evening. Calls and quotes move first. Premium follows them by a month or two, so a quiet week here shows up in the money later.
This is exactly what lands in Teams at 8:00 and 17:00. What the team sees is what you see.
Activity that predicts revenue 30 to 60 days out. When these fall, premium follows a month or two later, so they matter most for anyone still ramping up.
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Results after the fact. These tell you what happened, not what is about to.
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Zach checks each logged sale against its paperwork here before it counts as revenue. Producers: nothing to do on this tab except make sure your paperwork is attached, so your sale clears fast. The carrier column fills itself when the carrier sends its file — there is nothing to do there unless it goes overdue.
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Sale not on this list? It has not been logged yet — log the sale and it will appear here. Paperwork that arrived late goes in Documents.
Who to call, in three sections: agents (realtors), newer agents at strong offices, and loan officers. Give each one to a producer, then log what happened on the call.
The order comes from two figures. One is backed by published practitioner guidance; the other is our own reasoning. They are labelled so you can disagree with the second.
Two to four buyer closings a month is the band practitioner guidance points to: enough deals to be worth having, not so many that an incumbent is already embedded. Agents well above the band score lower, not higher. A 600-closing mega-team is the longest odds on this list, not the best prospect.
Fewer existing lending partners should mean less to displace. Reviewers could not find published data that puts a number on it, so treat this half of the weighting as untested. If the calls say otherwise, the weighting should change.
Not settled either way: whether buyer-side share, tenure or brokerage size predict anything. No conversion figures exist publicly for this kind of outreach — the only way to get them is to work the list and log the outcomes, which is what the call log is for.
Realtors ranked by fit score. Assign a producer and log each call. Contact history stays on the record.
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Agents with the fewest lender relationships, working out of offices that put real buyer volume through the door. There is no incumbent lender to displace, and the office generates the flow.
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Every mortgage shop with Illinois production in the list, ranked by purchase closings — the files that actually need a policy bound. Click a lender to see only their officers.
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Illinois production only. Purchase loans are the ones that matter here — every one needs a policy bound before it can close.
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Every application and declarations page, kept private and tied to its sale. Click a file name to open it. Opening it marks it read.
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A file here with no client against it means the sale was never logged — log the sale, then attach the file to it below. If a file landed on the wrong sale, use Move to put it on the right one.
For paperwork that arrives after the sale was logged.
Creates the account, puts them on the producer roster under the same email, and hands you a link. You send the link however you like — text, Teams, or read it out. They pick their own password, so nobody ever types a password for anybody else. Their goals, pacing and My Performance page work from the first sign-in.
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Switching a login off stops that person signing in. Everything they logged stays exactly where it is — it is not the same as retiring a producer, which is on the Prospects tab and moves their partners as well.