Agent · Richard Son
My Quotes
Your book of business. Resume an in-progress quote, or follow up with clients you have sold.
In Progress
0
Needs Follow-up
0 due
Submitted
0
Issued & Paid
0
| Client | Carrier | Type | Status | Monthly | Face | Commission | Lead Source | Policy # | Date Sold | Issue Date | Follow-up | Next Follow-up | Updated | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Applicant
Name
Age / DOB
Sex
Height / Weight
State / ZIP
Phone
Tobacco
Coverage & Production
Carrier
Product / Type
Face amount
Monthly / Annual
Policy #
Lead source
Sold / Issued / Paid
Your commission
Sensitive info owner only
Collected securely at submission. You reference it to re-key into the carrier portal. Owner-only and never included in the export or download.
Health - knockouts first
Reported conditions
Medications
Minor conditions (BP, cholesterol, diabetes) are captured but do not drive eligibility. Knockouts (stroke, heart attack, current cancer, high build) are surfaced up top so you never re-quote into a decline.
Follow-up & notes
Next follow-up
Travels with the client. Kept short on purpose.
Prototype notes - what changed in v0.5 + open questions
Buttons are not wired in this mock. Behavior + decisions below.
- ResumeRe-open an in-progress quote where the agent left off. Submitted/Issued route to a related re-quote.
- ExportData download (CSV of the current view). Portability was Richie's top ask - agents will not trust a book they cannot take with them. Full-book export + scheduled email export are the fuller version.
- Decided - CommissionThe agent sees their own commission as a Commission column (est. annual $) and on the detail Production card as % + est. $/yr, defined by the Commissions admin for their level. If admin has not entered it, the agent can set it themselves (self-entry fallback). Agency / L0 comp stays admin-only. (Aaron 2026-07-09.)
- Sensitive infoSSN + banking (routing / account) show on the detail like the carrier-portal handoff, so the agent can re-key them on a re-submit. Masked with reveal + copy, owner-only, and hard-excluded from the export/download. Mock values are fake (invalid 900-series SSNs). (Aaron 2026-07-09.)
- ChargebackNew Chargeback status (its own badge, sinks in My Book) with a disposition on the detail - Re-engaging / Reinstated / NSF-retry / Lost. Mirrors the agents' red = churned/charged-back convention and feeds the later lead-source-vs-chargeback analysis. (Aaron 2026-07-09.)
- Lifecycle datesDetail now shows Sold / Issued / Paid (sold = application date, separate from carrier issue/pay). One dataset row (Gwen Marsh) is a ~1-year-old policy up for an annual review - the re-touch / re-sell case. (Aaron 2026-07-09.)
- Open Q - Lead sourceCaptured as a column + filter. Richie said "a client is a client," but Aaron wants it for a lead-source-vs-chargeback analysis (Transcom quantity/higher-chargeback vs Zendesk quality/sticky). Kept as an input; the analysis is a later dashboard.
- Open Q - Spec changev1.1 spec §2 says "no filters." This comp adds search + per-column filters + sort per Aaron 2026-07-09. The spec needs updating to match.
Agent · Richard Son
My Quotes
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No quotes yet
Quotes you run show up here so you can resume them, follow up, and manage your book of business.