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My Dashboard
Phone
User ID
# of Drivers:
Driver Count
# of Vehicles:
Vehicle Count
Multi-car Waiver:
First Name
Last Name
Policy Summary
Monthly Premium
Annual Premium
Monthly Premium
Annual Premium
Client Refund %
Annual Refund Amount
Client Refund %
Client Refund Amount
Total Refund Accrued
Client Refund Reversion
Client Refund Balance
CR Reversion
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
* 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 Percentage
URB %
URB Amount
URB Amount
My Referral Code
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