9

Nine Life Group

Book of Business

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9Nine Life GroupBook of Business

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Good {{partOfDay}}, {{greetName}}

Every policy written by Liam and Boraky, in one place.

Policies on the books

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{{stat.inforce}} in force · {{stat.upcoming}} upcoming

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Going effective · next 30 days

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{{stat.next30prem}}/mo starting soon

Back-end paymentsMonths 10–12 pay as earned on the effective-date day

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Proposed insuredCarrierTypePolicy # · written ↓PremiumEffective dateAgent

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Effective dates

Policy calendar

See when every policy goes into force. Click a day for details.

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Type:WLIULGIWLTERM

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No policies go effective this day.

Commission paying · {{selPayTotal}}

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{{monthName}} at a glance

{{month.count}}policies going effective

{{month.prem}}commission paying

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Carrier library

{{libOwner}} books

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Chargebacks & IPFs

Fell off the books

Policies that hit IPF or got charged back. Reach out, fix the draft, get them back in force.

To call back

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Not called yet

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Start with these

Charged back

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Commission already paid out

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{{r.reasonLong}} · {{r.carrier}} {{r.product}} · #{{r.policyNo}}

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Nothing fell offEvery policy here is on the books.

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Proposed insured

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Phone number of proposed insured

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Email of proposed insured

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Policy number

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Carrier name

Product

No product rates saved for {{form.carrier}} yet. Enter the commission rate below.

Monthly premium

$

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Writing agent

Type of policy

Effective date

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Has a policy

Goes effective {{effLong}} · {{effRel}}

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%

Commission · 9-month advance

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Policy status

Saving takes this off the books and moves it to Fell off.

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