The Applications page tracks every deal from first call to closed policy. When an agent logs a Sale disposition with carrier, premium, and policy details, it appears here as a submitted application.
How to access
Click Applications in the left sidebar.
Application details
Each application shows:
- Carrier — The insurance carrier the policy was written with.
- Monthly Premium — The premium amount per month.
- Policy Number — The policy or application reference number.
- Agent — The agent who closed the deal.
- Split Agent — If another agent shares credit.
- State — The caller's geographic state.
- Date — When the application was submitted.
Filtering and sorting
Filter applications by carrier, agent, state, or date range. Sort by premium amount, date, or carrier to find specific records quickly.
How applications are created
Applications are created automatically when an agent selects the Sale disposition and fills in the sale fields (carrier, monthly premium, policy number). No separate action is needed — the data flows from the disposition form to the Applications page.
See Sale Disposition Fields for details on what agents fill in after a sale.