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Moran Insurance Group
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MORAN
INSURANCE GROUP
📊 Dashboard
🏢 Companies
👤 Individuals
🎯 Leads
📋 Sequences
🤝 Partners
⚙️ Settings
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Monthly Commission Breakdown
⬇ Export Report
+ Add Company
Company
Source
Referral
Ref. Out
Emp.
Premium
Employer $
Commission
Client Companies
🔍
⬆ Import CSV
+ Add Company
Individuals & Families
⬆ Import CSV
⬇ Import Golden Rule
⬇ Import USHA
+ Add Individual
🎯 Incoming Leads
All Lead Types
Business / Group
Individual / Family
↺ Refresh
+ Add Lead
All
🔵 New Lead
🟡 Follow Up
🟣 Quote Sent
🟢 Closed Won
🔴 Closed Lost
📋 Task Sequences
+ New Sequence
🤝 Referral Partners
+ Add Partner
⚙️ Settings
Users & Access
+ Add User
Change Password
Current Password
New Password
Confirm New Password
Update Password
Add New Company
×
Company Name *
Lead Source
Select source...
Google Ads
Benepath Ads
Other (type below)
Custom Source
Pay Period
Monthly
Bi-Weekly (26x/year)
Weekly (52x/year)
🤝 Referral Info (optional)
Referral Partner
None — not a referral
Payout Type
Monthly (recurring each month)
One-Time Lump Sum
Monthly Payout Amount
$
Notes
Save Company
Cancel
Add Employee
×
Employee Full Name *
Plan Type
Monthly Plan Premium
$
Employer Contribution
$
Employee Cost / Month
$
Auto-fills from above
Monthly Commission
$
Status:
● Active
Save Employee
Cancel
Add Individual / Family
×
Client Full Name *
Plan Type
Select...
Individual
Individual + Spouse
Individual + Children
Family
Monthly Premium
$
Monthly Commission
$
Lead Source
Select source...
Google Ads
Benepath Ads
Other (type below)
Carrier
Custom Source
🤝 Referral (optional)
Referral Partner
None — not a referral
Payout Type
Monthly (recurring each month)
One-Time Lump Sum
Monthly Payout Amount
$
Notes
Status:
● Active
Save
Cancel
Add New Lead
×
Contact Name *
Business Name
Lead Type
Business / Group
Individual / Family
Phone
Email
Lead Source
Select source...
Google Ads
Benepath Ads
Other (type below)
Status
🔵 New Lead
🟡 Follow Up
🟣 Quote Sent
🟢 Closed — Won
🔴 Closed — Lost
Custom Source
Assigned To
Notes
Save Lead
Cancel
Add Referral Partner
×
Partner Name *
Phone
Email
Company / Business
Notes
Save Partner
Cancel
New Sequence
×
Sequence Name *
Description
Auto-assign to new leads:
○ Off
Only one sequence can be active at a time
Tasks
+ Add Task
Save Sequence
Cancel
Import CSV
×
Upload any CSV file. You'll map columns in the next step.
📂
Click to upload or drag and drop
CSV files only
Default Carrier (optional)
Skip first row (header)?
Next →
Cancel
Add User
×
Full Name *
Email *
Role
Agent — sees only their assigned leads
Owner — full access to everything
Temporary Password
Agents can only see leads assigned to them. Owners see all commissions and data.
Create User
Cancel
Build Quote
×
⚠️
Confirm Delete
Yes, Delete
Cancel