O
Omar's Group
BIG O's BIG BOOK of BUSINESS

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Omar's GroupBIG O's BIG BOOK of BUSINESS
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Finish setting up the team{{teamMissing}} still need an email. Each person gets a confirmation email from Cloudflare when you add theirs.

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Good {{partOfDay}}, {{greetName}}

Every policy written by Omar's Group, in one place.
Policies on the books
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Going effective · next 30 days
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{{stat.next30prem}}/mo starting soon
Back-end paymentsMonths 10–12 pay as earned on the effective-date day (Ethos: typically 5 business days later)
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Proposed insuredCarrierTypePolicy # · written ↓PremiumEffective dateAgent
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Effective dates

Policy calendar

See when every policy goes into force. Click a day for details.

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Carrier library

{{libOwner}} books
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Chargebacks & IPFs

Fell off the books

Policies that hit IPF or got charged back. Reach out, fix the draft, get them back in force.
To call back
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Not called yet
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Start with these
Charged back
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Commission already paid out
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{{r.reasonLong}} · {{r.carrier}} {{r.product}} · #{{r.policyNo}}
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Nothing fell offEvery policy here is on the books.

Commission ledger

Commissions, paid & coming

Every payout the book says {{coWho}} should get: advances, spread payments, months 10–12, and chargebacks on policies that fell off.
Paid to date
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Charged back
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Net paid
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Still to come
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By carrier

Tap a carrier to filter
CarrierPoliciesPaidCharged backNetTo come
Nothing paid yet.

By month

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MonthAdvancesSpreadMo. 10–12Charged backNet
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No payouts yet.
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Nothing to show{{coNoneText}}

Team leaderboard

Who's on fire

Every sale the team writes, ranked. Everyone sees the same board.

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Team AP · {{lbLabel}}
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Sales · {{lbLabel}}
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Average sale
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AP per policy
Top carrier
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Latest sales

Newest first
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No sales yet.
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