Policy Dashboard
Your book of business, live from your account.
| Agency | Policy Type | Agent (AOR) | NPN | Consumer Name | MBI | State | Carrier | Date Submitted | Dup. MBI | Manage | |
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Upload Enrollment PDF
The enrollment fields are extracted automatically and saved to your book.
Review extracted fields
Bulk upload enrollments
Choose multiple carrier enrollment PDFs at once — each is read, the 22 fields extracted, and saved automatically, matched to the agent by NPN/name.
Check a phone number
See whether a consumer phone number already exists in the system. Only a yes/no is shown \u2014 no other details.
Agents
Your agent directory.
| Name | NPN | Agency | Login | ||
|---|---|---|---|---|---|
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Agencies
Your agency directory.
| Agency | Account Admin | Agents | Payout / policy | Manage |
|---|---|---|---|---|
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Reports
Production breakdown.
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Support
Agent help requests — reply and chat in-portal.
Settings
Your account.
Account
Signed in as
Your NPN, email, and products are managed by your administrator and can’t be changed here.
Need help? Contact support@policytrkr.com
Security question
Used to reset your password without email.
Data Health & Access
Monitor logins, activation, and missing data across the portal.
Login & access monitor
| Agent | Access status | Last active | Actions | |
|---|---|---|---|---|
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Duplicates, NPN & HubSpot issues
| Issue | Policy | Details | |
|---|---|---|---|
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Records missing required fields
| Type | Record | Missing fields | |
|---|---|---|---|
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Payouts
What each agency has been paid.
Upload funder statement
Running totals by agency
Funding history
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Commission statements — agency pay = funded policies × rate
Upload your carrier funded report (columns: Member, Agent, Agent NPN, Carrier, Funded…). Each policy is matched to its agency by the agent's NPN and paid that agency's rate. Agents don't see any payout until their agency has a rate set.
Compliance
Call recordings, complaints, and agent remediation.
Recordings
| Consumer | Carrier | Date Sold | Agency | Status | Actions |
|---|---|---|---|---|---|
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Licensing & Ready-to-Sell
State licenses, carrier appointments, and certifications — who can legally sell what, where, today.
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Commissions
Rates, agent payouts, and chargeback intelligence.
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File Renamer
Rename carrier files to Agency_Carrier_Date. Nothing is uploaded — it renames right in your browser.
CRM
Every person, every policy, every line — one record.
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