Moran Insurance Group — Account Tracker

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Moran Insurance Group

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MORAN INSURANCE GROUP

Monthly Commission Breakdown

Company	Source	Referral	Ref. Out	Emp.	Premium	Employer $	Commission

Client Companies

🔍

Individuals & Families

🎯 Incoming Leads

📋 Task Sequences

🤝 Referral Partners

⚙️ Settings

Users & Access

Change Password

Current Password

New Password

Confirm New Password

Add New Company

Company Name *

Lead Source

Custom Source

Pay Period

🤝 Referral Info (optional)

Referral Partner

Payout Type

Monthly Payout Amount

Notes

Add Employee

Employee Full Name *

Plan Type

Monthly Plan Premium

Employer Contribution

Employee Cost / Month

Auto-fills from above

Monthly Commission

Status:

Add Individual / Family

Client Full Name *

Plan Type

Monthly Premium

Monthly Commission

Lead Source

Carrier

Custom Source

🤝 Referral (optional)

Referral Partner

Payout Type

Monthly Payout Amount

Notes

Status:

Add New Lead

Contact Name *

Business Name

Lead Type

Phone

Lead Source

Status

Custom Source

Assigned To

Notes

Add Referral Partner

Partner Name *

Phone

Company / Business

Notes

New Sequence

Sequence Name *

Description

Auto-assign to new leads: Only one sequence can be active at a time

Tasks

Import CSV

Upload any CSV file. You'll map columns in the next step.

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Click to upload or drag and drop

CSV files only

Default Carrier (optional)

Skip first row (header)?

Add User

Full Name *

Email *

Role

Temporary Password

Agents can only see leads assigned to them. Owners see all commissions and data.

Build Quote

Employer contribution: 50% Updates all payroll calculations live

Quote Info

Plans

Employees

Payroll

Summary

Company name

Effective date

No. of employees

Add-on benefits

Dental $ –$ /person/mo

Vision $ /person/mo

Add-ons appear as reference line items on the PDF. Not required.

Employee roster

Enter base rate per plan, add spouse/dependents, set family contribution %

Payroll deductions reflect 50% employer contribution. Move the slider above to update instantly.

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Confirm Delete