Moran Insurance Group — Account Tracker

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✅ Tasks Due Today

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🎯 Priority Leads

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📝 Note

🏢 Build Company + Quote

Payout Type

Monthly Payout Amount

Payout Type

Monthly Payout Amount

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

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)?

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

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.

🏢 Company Info

Company Name *

Employer / Contact Name

Lead Source

Pay Period

Employer Contribution %

Employee Family/Spouse Contribution %

📋 Plans (up to 3)

Good Morning, Amanda ☀️