👤 Admin View
Outstanding
—
Earned, not yet paid
By Carrier 0
Policy Detail 0
Deductions & Reimbursements
🏆 Agent Leaderboard
📥 Review & Approve 0
Verify (and correct) each staged statement, then approve to commit it to the dashboard
⚠️ Exception Queue 0
Assign an agent to clear the exception
🧮 Statement Reconciliation 0
Parsed line items vs each statement's printed total
🔢 Line-Item Checks 0
Rows where premium × rate ≠ commission (off by more than $0.50)
🚨 Policy Disputes
📋 Payroll Ledger
💸 Payment History
➕ Invite New Agent
The agent will receive an email with a link to set their password. On first login they will be guided through MFA setup automatically.
💡 Tip: Use Send Invite to email the agent automatically, or Copy Invite Link to get a personal link you can paste into your own email.
👥 Agent Roster 0
🔗 Invite Link Generated
Copy this link and paste it into your own email. It is unique to this agent and expires in 7 days.
How to use: Paste this link in an email to the agent. When they click it they'll be taken to the portal to set their password.
