👁 Viewing as user— Read-only view. No changes will be saved.
🚫 Subscription inactive — Your organization's subscription is suspended. Contact your administrator to restore access.
⚠️ Payment past due — Your subscription has an outstanding balance. Please update your payment method to avoid service interruption.
⏳ Trial active — Trial period active. Contact your administrator to upgrade.
🎭Demo Workspace — Meridian Wealth Advisors. Explore the full platform. Changes are real but isolated to the demo org.
🔒This feature is not included in your current plan.
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My Submissions
Welcome back
Your wealth operations platform is ready. Use the navigation to manage policies, contacts, and reports.
Policies
Contacts
Active Loans
Carriers
Total Orgs
Active Orgs
Suspended Orgs
Beta Orgs
Paying Orgs
Active Users
Total Policies
Total Contacts
Leads
🚀 Setup ChecklistLoading…
New Business Pipeline
Policies by Type
Renewal Pipeline
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Portfolio Summary
Upcoming Loan Renewals (90 days)
Loan #
Lender
Balance
Rate
LTV
Renewal Date
Alert
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⚡ Upcoming Policy Changes
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Users
Manage team members and their access roles
⏳
Pending Access Requests
0Review and approve or reject new signup requests. Domain match = email domain matches an existing org.
Name
Email / Firm
Domain Match
Role
Requested
Actions
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Team members
Name
Email
Org
Role
Status
Auth
Last login
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Organizations
Manage advisory firms using Ledgr as tenants
All organizations
Name
Slug
Status
Tier
Billing
Users
Created
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Scenarios
Build prospect illustrations and compare carrier/product blends side-by-side
No scenarios yet
Create your first scenario to start comparing carrier and product options.
Scenario
Version 1
Prospect Profile
Linked Contact
No variants yet. Add a variant to start building your comparison.
No projections computed
Click Run Projections to compute and compare scenarios.
Run projections first to see year-by-year detail tables.
Version History
Version
Saved By
Date
Variants
No versions saved
New Scenario
Design a new financing structure illustration
New Scenario
Add Custom Domain
Enter the subdomain or domain you want to connect.
DNS Setup Required
Add a CNAME record pointing to:
cname.verification.domain.com.
Your domain will be verified automatically once the DNS propagates (this may take a few minutes to 48 hours).
Add Sending Identity
The name recipients see in the "From" field.
The email address clients will see. You must own this domain.
Replies will go to this address. Defaults to the "From" address if left blank.
DNS Setup Required
After saving, you'll need to add SPF, DKIM, and DMARC records to your domain's DNS to authorize sending.
Link Contact to Scenario
Microsoft Teams
Channel notifications, query bot, and delivery monitoring for your Teams workspace
Not configured
💡
Ledgr sends Adaptive Card notifications to Teams channels via Incoming Webhooks, and supports an optional Query Bot that team members can @ mention to pull live data. Complete the steps below to get started.
1
Create an Incoming Webhook in Teams
Required for notifications — takes about 2 minutes
Open Microsoft Teams and navigate to the channel where you want notifications
Click the ⋯ More options menu next to the channel name
Search for Incoming Webhook and click Add → Configure
Give it a name like Ledgr Alerts and click Create
Copy the webhook URL — you'll paste it when adding a notification rule
Note: Create one webhook per channel. You can add multiple rules pointing to different channels from the Notification Rules tab.
2
Add a Notification Rule
Configure which events fire to which channels
Go to the Notification Rules tab and click + Add Rule. Paste your webhook URL, choose an event type (e.g. Policy Anniversary Approaching), and set the target channel name.
3
Send a Test Notification
Verify cards appear in your channel before going live
Once you have at least one rule saved, click the Test button next to it. Ledgr will POST a sample Adaptive Card to that channel. Check Teams to confirm it arrived correctly.
What you'll see: A branded Ledgr card with sample data showing the layout and formatting of real notifications.
4
Set Up the Query Bot (Optional)
Allow team members to query Ledgr data from Teams
In Teams Admin: Apps → Manage apps → Outgoing webhooks → click Create
Set the callback URL to:
Copy the Security Token and paste it in the Query Bot tab below
📅 Upcoming Events (Next 30 Days)
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Notification Rules
Each rule maps an event type to a Teams channel webhook URL
Available Event Types
🎂
Anniversary Approaching
Policy anniversary ≤ 30 days — daily digest
🏦
Loan Renewal Due
Loan renewal ≤ 30 days — daily digest
📊
PSR Generated
Performance Summary Report completed
📎
Document Linked
New document linked via Egnyte
🔄
Status Changed
Policy or case status updated
📥
Carrier Data Ingested
Carrier CSV import completed
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Bot Configuration
Generated in Teams Admin when creating the outgoing webhook. Leave blank to keep current token.
Comma-separated list of Ledgr roles that can query the bot.
Bot is active
✓ Saved
Bot Status
⏳
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Webhook URL:
Available Commands
status <policy>Policy status and current values
summary <client>Client overview — policies and loans
renewalsLoan renewals due in 30 days
anniversariesPolicy anniversaries in 30 days
psr <client>Latest PSR report status
helpShow all available commands
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Today
—
This Week
—
This Month
Notification History (Last 50)
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Airtable Connection
Configure, map, and sync your Airtable data into Ledgr
Found in your Airtable base URL: airtable.com/appXXXX/…
Connection Status
⏳
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Base ID: —
Last tested: —
Discovered Tables
Configure and test your Airtable connection first (Connection tab), then return here to review table and field mappings.
These mappings define how Airtable tables and fields map to Ledgr's data model. Auto-detected from your base — adjust as needed before running your first sync.
Sync Actions
Syncing…—
Last Sync Results
Sync HistoryLast 30 runs
Type
Status
Created
Updated
Skipped
Errors
Started
Duration
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Auto-Sync Schedule
Enable automatic sync
Ledgr will automatically sync with Airtable on your chosen schedule
Next run: —
Last sync:—
Next run:—
About Incremental Sync
Incremental sync only imports records that changed since the last sync — much faster for routine updates.
Full sync re-imports every record. Use it after connecting a new base or if you suspect data drift.
Airtable's API is rate-limited at 5 requests/second. Large bases may take several minutes for a full sync.
Total Records
From Airtable
Stale Tables
Last Sync
—
Data Freshness by Table
Table
Total Records
Synced from Airtable
Last Sync
Freshness
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Recent Import Errors
✓ No unresolved import errors
Sync
Table
Record ID
Error
Action
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Egnyte Connection
Configure your Egnyte DMS — browse folders, link documents, and auto-file reports
Status
Checking…
Domain
—
Connected As
—
Last Tested
—
Credentials
Enter just the subdomain or full hostname
Token is encrypted before storage — never exposed in the browser
Connection Details & Permissions
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Note: Egnyte is also configured via environment variables (EGNYTE_DOMAIN, EGNYTE_API_TOKEN).
Credentials saved here take priority over environment variables.
Map each Ledgr case stage to a HubSpot deal stage. When a case progresses in Ledgr, the corresponding HubSpot deal is updated automatically.
Total Syncs
—
Successful
—
Failed
—
Last Sync
—
Sync History (Last 30 Runs)
Type
Status
Contacts
Deals Created
Deals Updated
Errors
Started
Duration
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Notifications
Manage registered devices, notification preferences, and subscription status
VAPID Status
Checking…
Subscriptions
—
Browser Permission
—
Configuration
Push notifications are configured via VAPID keys on the server (VAPID_PUBLIC_KEY, VAPID_PRIVATE_KEY).
When configured, users will see a notification prompt after 90 seconds on the app.
My Registered Devices
Loading devices…
No registered devices. Enable push notifications to register this browser.
Device
Browser / OS
Registered
Last Active
Actions
Notification Preferences
Choose which types of notifications you want to receive. Turning off a category stops those alerts on all your registered devices.
Loading preferences…
Organization Subscriptions
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No users with active subscriptions in this organization.
User
Role
Devices
Last Active
First Subscribed
Firm Branding
Intelligent brand import, full token control, safety validation, and versioned brand packs.
📤 Upload Logo
Upload your firm logo. Colors are extracted automatically — we'll suggest a full palette.
No logo
PNG, SVG, or JPEG · max 8 MB · Colors extracted client-side
🌐 Analyze Website
Enter your firm's website. We'll scrape CSS and meta tags for brand color signals.
✏️ Manual Entry
Already know your exact hex values? Skip the wizard and go straight to color controls.
Firm Identity
PDF headers, footers, and sidebar branding.
Shown on PDF cover pages.
✨ Suggested Palette
Core Brand ColorsWCAG AA validated in real-time
⚠️ Low contrast detected.
Nav, sidebar, table headers, primary buttons
Secondary text, supporting labels
Highlights, active states, accent buttons
Card, panel, table surface
Extended Color Tokens
These tokens give precise control over every UI surface. Leave blank to derive from the core 4 colors above.
Main app background
8-color palette used in charts and data visualizations. Leave blank to auto-derive from primary/accent.
Live Preview
Shape & Density
Controls padding and row heights across the app.
Logo Asset Slots
Different surfaces use different logo variants. Upload once to the primary slot and override specific surfaces as needed. Falls back to primary logo if a slot is empty.
App UI FontsLoaded via Google Fonts
Applies to app body text. Preview updates live.
Applies to page titles and section headers.
Performance Summary Report — Q4 2024
Your wealth management platform provides comprehensive portfolio analytics, helping advisors deliver institutional-quality insights to every client relationship.
PDF Document Fonts✓ Server-cached for PDFs
These fonts are downloaded and cached server-side so they render correctly in generated PDFs — not just in the browser.
PDF body text. Google Fonts are downloaded on first save.
PDF headings, section titles, cover page.
Fallback PDF font (PDFKit built-ins, always available).
Body text size in PDFs (6–14 pt)
Heading size multiplier (0.5–3.0×)
Theme Safety CheckNot yet validated
Validates contrast across all critical surface pairings: nav, cards, tables, forms, buttons, badges, and modals. Protected semantic states (success/warning/danger/info) are checked independently.
Brand→text: —Card→text: —Accent→text: —
Save Brand Pack
Version History
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⚙️ Platform Settings
Controls how height & weight display on contact forms. Database always stores metric values.
Enables address autocomplete on contact forms. Needs Places API enabled.
Custom Domain
Connect your firm's domain so client-facing pages and portal URLs use your own brand.
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How Custom Domains Work
Adding your domain allows client-facing portal URLs (e.g., portal.yourfirm.com) to display under your brand. There are two verification methods:
TXT Record — Add a TXT record named _ledgr-verify.yourdomain.com with your verification token
CNAME Record — Point your subdomain to ledgr.commanddeck.dev
DNS changes typically propagate within a few minutes to 48 hours. Click Check Verification after making DNS changes.
Sending Identities
Configure your firm's branded email sending identity for client communications.
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DNS Setup Guide
To ensure deliverability and prevent your emails from being marked as spam, add these records to your domain's DNS:
RECORD
PURPOSE
STATUS
SPF — TXT on yourdomain.com
Authorize Ledgr to send on your behalf
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DKIM — TXT on ledgr._domainkey.yourdomain.com
Cryptographically sign emails
—
DMARC — TXT on _dmarc.yourdomain.com
Policy for email authentication failures
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Click Check DNS on any identity above to refresh verification status.
Contacts
Clients, entities, and individuals associated with policies
All contacts
Name
Type
Stage
Email
Phone
Policies
Actions
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Policies
Insurance and investment policy records
All policies
Policy #
Type
Status
Carrier
Face Amount
Cash Value
Annual Premium
Effective Date
Actions
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PSR Reports
Annual Performance Summary Reports — generated PDFs for client review
📊
No PSR reports yet
Annual Performance Summary Reports compare your clients' actual policy performance against original illustrations.
Generate your first PSR in under 2 minutes.
Generated reports
Client
Year
Policies
Status
Completed
Storage
Actions
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⏳
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⚠️
Performance Summary Report
Client Name
Annual Policy Performance Summary — Prepared for Client Review
2024
Portfolio Overview
Portfolio Returns
Firm Outlook
Summary Values
Policy
Policy Value
Surrender Value
Indexed Acct
Fixed/DCA Acct
Loan Balance
Loan Details
Historical Rate
Policy Detail Breakdown
Summary Values
Policy
Policy Value
Surrender Value
Indexed Acct
Fixed/DCA Acct
Loan Balance
Generate Annual Performance Summary Report
Step 1 of 5 — Select Client
1Client
2Policies
3Year
4Review Values
5Generate
Search for a client by name. Their in-force policies will be available in the next step.
🔍
Search for a specific policy by number, carrier, or insured name. Selecting a policy skips Step 2.
🔍
Search for a structure, then select a specific contact from it. Only that contact's policies will be included.
🔍
Select a contact from this structure:
—
—
Select which in-force policies to include in this PSR. All policies are pre-selected — uncheck any you want to exclude.
Loading policies…
No in-force policies found for this client. Please select a different client.
Select the review year for this Performance Summary Report. The default is the most recently completed calendar year.
💡 The PSR will cover January 1 – December 31 of the selected year, comparing actual policy performance against original illustration projections.
⚠️ No Firm Outlook found for .
PSR Page 1 will omit the macro/WL/UL commentary section.
Add one now →
Values are automatically pulled from canonical policy records, loan data, and premium history.
Override individual fields only if the synced data needs correction — each override is attributed and timestamped.
⏳
Assembling policy data…
⚠️ This PSR includes 0 manual override(s). These will be noted in the report.
Live Preview
updating…
⚙️
Generating preview…
⚠️
Preview unavailable
⚙️
Generating report…
Assembling data, generating PDF, and saving to client record. This may take 15–30 seconds.
Linked Egnyte documents across contacts, policies, and cases
Document Library
Filename
Type
Linked To
Review
Linked Date
Actions
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Loans
Premium financing and collateral assignment loan records
All loans
Loan #
Type
Status
Lender
Balance
Rate
LTV
Renewal
Actions
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Sales Pipeline
Lead-to-close pipeline for new business prospects
—View stale deals →
Contact ↕
Stage ↕
Est. Premium ↕
Product
Advisor
Days in Stage ↕
Next Action Date ↕
—
Renewal Pipeline
Track loan renewals and policy anniversaries through your workflow
—
Overdue
—
Due 30d
—
Due 90d
—
Active
—
Escalated
—
Completed
—
LTV Alerts
Loading renewal pipeline…
Due Date
Type
Entity
Policy #
Loan #
Stage
Urgency
Assigned
Premium
Rate
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Market Close
Track index close values, segment returns, and carrier close rules
⚙️
Market Close data hasn't been seeded yet.
Index definitions, carrier close rules, and calendar data will populate automatically on the next deployment.
If you've already deployed and still see this message, check that at least one organization exists in the system.
Index
Ticker
Family
Latest Close
Last Close Date
Open Segments
Carriers
Source
Record Monthly Close Value
For carriers with fixed monthly close dates (14th, 15th, 21st, etc.)
Record Daily Close Values
For monthiversary carriers — one row per business day (Penn Mutual, Zurich, Allianz, American General, Global Atlantic)
Recent Daily Closes
Date
Index
Carrier
Close Value
Source
Bulk CSV Import
Import multiple close values from CSV. Format: index_name,close_date,close_value,carrier_name(optional)
Carrier
Index
Rule Type
Close Day
Weekend Adj.
Description
Source
Actions
Close Rule Patterns
Fixed 14th JH, Pacific Life — 14th @4pm ET. Symetra: next business day
Bi-Monthly 10th/25th Ameritas — funds sweep on 10th or 25th, prev bd if weekend
Monthiversary Zurich, Penn Mutual, AIG, Global Atlantic, Allianz — policy anniversary day
3rd Friday Securian — 3rd Friday of each month @4pm ET
Fixed 21st National Life Group (LSW) — 21st; late premiums sweep next month
Query Policy Impact
My Tasks
CRM tasks assigned to or created by you
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Carrier Data Hub
Manage carrier portal credentials, view carrier directory, and configure automated data retrieval.
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Retrieval Adapter Framework
Each carrier has an adapter that handles authentication and data extraction. The framework is built and extensible. Full carrier portal automation is an ongoing integration effort.
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Firm Outlook
Annual macro, whole life, and universal life narrative used in PSR Page 1.
Year
Macro Outlook
Whole Life
Universal Life
Last Modified
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💡 Firm Outlooks are pulled automatically into PSR Page 1 when you generate a Performance Summary Report. A missing outlook for the review year will display a warning in the PSR wizard.
—
—
Next Action
—
—
Activity
New Opportunity
Quick Create Contact
Structures
Trusts, LLCs, corporations, and other legal ownership vehicles
All Structures
Name
Type
Linked Contacts
Policies
Status
Actions
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Audit Log
System activity — logins, configuration changes, and key events
Events (24h)
—
Logins (24h)
—
Active Users (24h)
—
Active Orgs (24h)
—
Events (7d)
—
Total Events
—
Activity feed
Time
Event
Actor
Organization
Entity Type
Entity ID
Description
IP
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🔒 Security Center
Admin
Loading security posture…
Control Checks
Loading monitoring dashboard…
Loading events…
Time
Severity
Category
Event Type
Actor
Description
IP Address
Loading MFA status…
✓ MFA is Active
Two-factor authentication is enabled on your account using an authenticator app.
Disable MFA
Enter your current TOTP code to confirm. This removes two-factor protection from your account.
Set Up Two-Factor Authentication
Use an authenticator app (Google Authenticator, Authy, 1Password) to scan the QR code below.
Save these backup codes in a secure location. Each code can only be used once.
Loading settings…
Require MFA for Admins
All admin and super_admin accounts must use 2FA to access the platform.
Require MFA for All Users
Every user in the organization must use 2FA.
Data Retention Policies
Loading alerts…
No unacknowledged alerts — all clear.
Loading incidents…
🔴 Incident Management
Loading platform posture…
🗂 Compliance Evidence
Loading evidence…
⚠ Evidence Gaps
📋 GLBA WISP Compliance Readiness Checklist
Loading checklist…
🤝 DPA Template & Subprocessor Registry
Data Processing Agreement template and versioned subprocessor list.
Loading DPA & vendors…
🚨 Incident Response Plan
Loading IRP…
🛡 Controls Inventory
Loading controls…
Loading access history…
✅ Compliance Readiness
Loading compliance status…
🔏 Privacy
Loading privacy controls…
🔑 Platform Access Keys
Access keys authenticate the hidden Super Admin login. Each key is 64 characters, shown only once on generation. Keys are IP-bound and expire after 4 hours per session.
Loading key info…
⚠ Copy your key now — it will not be shown again
🔐
Loading Security Center…
Connections
External integrations and data source configuration
Airtable
CRM data source — contacts, policies, carrier data
Sync contacts, policies, structures, and product data from your Airtable base into Ledgr.
Credentials are configured securely via the Ledgr admin interface — no environment variables required.
Egnyte
Document management — PSR filing and document storage
Configure Egnyte credentials directly from Ledgr to browse folders, link documents to records, and auto-file PSRs.
Checking…
Microsoft Teams
Alerts and bot queries via incoming/outgoing webhooks
Send automated alerts to Teams channels for policy events, loan renewals, and PSR generation.
Configure notification rules and optionally set up the Ledgr Bot for inbound queries from Teams.
HubSpot CRM
Contact sync and deal pipeline tracking
Checking…
Sync Ledgr contacts to HubSpot and map case pipeline stages to HubSpot deals.
Credentials configured securely from the admin UI — no environment variables required.
Email BCC Logging
Auto-log emails to contact timelines via BCC
Coming Soon
BCC this address on any external email to auto-log it to Ledgr. Ledgr will match the email address against your contacts and attach it to their timeline automatically.
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Inbound email processing is coming in a future update. For now, use Log Email on any contact record to manually log emails.
CommandDeck Connector
Sync Ledgr state and events to your CommandDeck control plane
Snapshot sync, event forwarding, capability manifest, operator mapping, and secure links.
Requires COMMANDDECK_SYNC_KEY env var. Admin access only.
Microsoft SSO
Azure AD / Entra ID single sign-on for your team
Allow team members to sign in with their Microsoft/Azure AD credentials.
New SSO users are auto-provisioned with read-only access; admins assign elevated roles.
Microsoft Entra ID SSO
Per-organisation single sign-on configuration
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Status & Control
SSO Status
—
Last SSO Login
—
Last Test
—
Session Timeout
—
Entra ID Credentials
Your organisation's Azure Active Directory tenant ID
Azure AD App Registration ID (optional — uses global config if blank)
Encrypted at rest. Enter new value to update.
Add this to your Azure AD app's Redirect URIs
How long SSO sessions last before requiring re-authentication
Azure AD Setup Instructions▼ Show
Follow these steps to register Ledgr as an app in your organisation's Azure Active Directory:
Go to Azure Portal → Azure Active Directory → App registrations
Click New registration
Set Name (e.g. "Ledgr SSO") and select Single tenant or Multitenant as needed
Under Redirect URI, choose Web and paste the Redirect URI shown above
Click Register. Copy the Application (client) ID → paste into Client ID above
Copy the Directory (tenant) ID → paste into Tenant ID above
Go to Certificates & secrets → New client secret
Copy the secret Value (not ID) → paste into Client Secret above
Go to API permissions → Add a permission → Microsoft Graph → Delegated → add openid, email, profile
Click Grant admin consent
Back in Ledgr: Save Configuration, then click Test Connection to verify
Once confirmed working, toggle Enable SSO
First login behaviour: When a team member signs in with Microsoft for the first time, Ledgr auto-provisions their account with read-only access. Use the Pre-provisioning panel below to assign a specific role before they log in.
SSO-Linked Users
Name
Email
Role
Auth Method
Last SSO Login
Actions
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Pre-Provision Users
Add a Microsoft email here before the user's first SSO login to automatically assign them a specific role.
Email
Role
Status
Provisioned
Actions
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Subscription & Entitlements
Your organization's plan, feature access, and billing status
Current PlanLoading…
Billing Status
—
Users
—
PSRs Generated
—
Documents
—
Feature Access
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Billing Details
Subscription Start
—
Next Renewal
—
Trial Ends
—
Monthly Price
—
Need changes?
To upgrade your plan, add users, or change billing details, contact your account representative or reach us at
support@ledgr.com.
Custom Domain
Connect and verify your firm's domain so client-facing pages and portal URLs use your own domain.
Your Domains
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How Custom Domains Work
Adding your domain allows client-facing portal URLs (e.g., portal.yourfirm.com) to display under your brand. There are two verification methods:
TXT Record — Add a TXT record named _ledgr-verify.yourdomain.com with your verification token
CNAME Record — Point your subdomain to ledgr.commanddeck.dev
DNS changes typically propagate within a few minutes to 48 hours. Click Check Verification after making DNS changes.
Email Identity
Configure your firm's branded email sending identity for client communications.
Sending Identities
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DNS Setup Guide
To ensure deliverability and prevent your emails from being marked as spam, add these records to your domain's DNS:
Record
Purpose
Status
SPF — TXT on yourdomain.com
Authorize Ledgr to send on your behalf
—
DKIM — TXT on ledgr._domainkey.yourdomain.com
Cryptographically sign emails
—
DMARC — TXT on _dmarc.yourdomain.com
Policy for email authentication failures
—
Click Check DNS Status on any identity to refresh verification status.
Client Portal
Manage portal access for your clients. Invite contacts, share documents, and track engagement.
—
Active Clients
—
Activated
—
Pending Invites
—
Total Doc Views
Portal Clients
Client
Email
Status
Last Login
Documents
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Shared Document Links
Title
Client
Views
Expires
Status
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My Submissions
Feature requests and bug reports you've submitted.
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Subscription Tiers
Manage the tiers offered to organizations. Feature flags are assigned per tier.
All tiers
Name
Price
Features
Active
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Feature Flag Registry
Feature Key
Display Name
Required Tier
Global
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System Health
Service status, sync health, error rates, and uptime across the platform.
🟢 All Systems Operational
API Server
Express.js — all endpoints responding
Operational
Database
PostgreSQL — queries responding normally
Operational
Authentication
JWT auth — login and session validation active
Operational
Airtable Sync
Per-org sync engine — check org details for individual status
Org-level
💡 Detailed infrastructure monitoring (error rates, response times, uptime SLA) will be available here as the platform matures.
Platform Metrics
Cross-platform aggregate metrics — organizations, users, policies, and revenue.
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Feedback & Bug Reports
All feedback and bug reports submitted by users across all organizations.
All Submissions
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Data Management
⚠️ Destructive operations. These actions permanently delete data and cannot be undone.
Current Data Volume
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Reset Options
Clear All Business Data
Removes all contacts, policies, loans, households, premium history, and Airtable sync state.
Preserves: users, org settings, connections config, carrier/product catalog.
Clear Specific Entity
Delete records from a single table only. Useful for targeted cleanup without wiping everything.
Reset History
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Confirm Data Reset
This action is permanent and cannot be undone.
There is no rollback. Data will be permanently deleted from the database.
Carriers
Manage insurance carriers and their portal details
All Carriers
Name
Phone
Email
Website
Portal
AM Best Rating
Products
Active
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Lenders
Manage lending institutions and loan products
All Lenders
Name
Phone
Email
Website
Portal
Loan Types
Min Loan
Active
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BGAs
Managing General Agents — field distribution partners
All BGAs
Name
Phone
Email
Website
Portal
Carriers
Active
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Advisor Groups
Independent advisory firms and producer groups
All Advisor Groups
Name
Phone
Email
Website
Notes
Active
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Policy Changes
Scheduled operations: DB switches, RPUs, death benefit reductions, APL enables
—
Overdue
—
Due ≤ 30 Days
—
Due ≤ 90 Days
—
Scheduled
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Date ↕
Policy #
Change Type ↕
Status ↕
Days ↕
Reduce To
Vertical
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Illustration Requests
Request inforce illustrations from carriers and track renewal season status
—
Draft
—
Sent
—
Received
—
Under Review
—
Approved
—
Filed
—
Overdue
—
Due in 30d
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Client
Policy #
Carrier
Year
Due Date
Status
Actions
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Platform contacts are pre-loaded. Add org-level overrides to customize contacts for your firm.
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Renewal Season — Batch Request Generation
Policies with upcoming anniversaries that don't yet have an illustration request.
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New Illustration Request
Email Template
Override Carrier Contact
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—
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New Illustration Review
Capture Lowpoint Value
All checklist steps should be verified before capturing the lowpoint. This will mark the review as Passed.
Flag / Reject Illustration
Describe what was wrong with this illustration. This will flag it for re-request and mark the review as Rejected.