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Moran Insurance Group
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MORAN
INSURANCE GROUP
Account Tracker
📊 Dashboard
🏢 Companies
👤 Individuals
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Monthly Commission Breakdown
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Company
Source
Referral Partner
Ref. Payout
Emp.
Total Premium
Employer $
Commission
Individuals & Families
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Client Companies
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Client Full Name
*
Plan Type
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Individual
Individual + Spouse
Individual + Children
Family
Monthly Premium
$
Total monthly plan cost
Your Monthly Commission
$
Ad Campaign Source
Carrier
🤝 Referral Info (optional)
Referral Partner
Monthly Referral Payout
$
Notes
Status:
● Active
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Company Name
*
Ad Campaign Source
Which campaign brought this client
🤝 Referral Info (optional)
Referral Partner Name
Monthly Referral Payout
$
Amount you pay this partner per month while active
Notes
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Add Employee
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Employee Full Name
*
Plan Type
Monthly Plan Premium
$
Total plan cost/month
Employer Contribution
$
What the company pays
Employee Cost / Month
$
Auto-fills from fields above
Your Monthly Commission
$
Commission Moran earns
Status:
● Active
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