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My Dashboard

Email

Phone
User ID

# of Drivers:

Driver Count

# of Vehicles:

Vehicle Count

Multi-car Waiver:

First Name

Last Name

Policy Summary

Base Premium (pre-tax)

Total Monthly Premium 

Annual Refund Amount

Base Premium

Total Mo. Premium

Client Refund Amount

Total Refund Accrued

Client Refund Balance

3 Month Cap Limit Available

3MCL Available

3 Month Cap Limit Used

3MCL Used

Referrals & Rewards

Referral - 1
Referral - 2
Referral - 3
Referral - 4

My Referrals

Total # Referred

# Referred

Total # Confirmed

# Confirmed

Client Refund % 

40%

* Anniversary Date - Date of Signed Contract plus 364 days
** Referrals must result in a signed contract
to be eligible for rewards.

Bonuses & Incentives

Current Sales Tier

Sales Tier

Incentives Paid

Incentives Paid - Total

Bonuses Paid

Bonuses Paid - Total

URB Eligible

URB Percentage

URB Amount

Yes / No

URB %

URB Amount

My Referral Code

Account Appeal
Appeal Type
Appeal Date
Appeal Status
Appeal Type
Appeal Date
Appeal Status

Current Claim Information

Claim Status:

Claim Status

Claim Filed Date:

Claim Date

Assigned To:

First & Last Name

Claim Amount:

$0.00

Reversion Year:

Year

Reversion Amount:

$0.00

Claims Appeal Filed Date:

Appeal Date

Claims Appeal Status:

Claims Appeal Status

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