Catch commissions dying quietly
across your downline.

Ten-plus agents, a couple managers, a dozen carrier logins — and no way to know what's stuck. LegacyCore Book Health pulls every case across your downline into one real-time view, so nothing lapses before someone notices.

$1,997 setup$997 pilot setup3 pilot slots left this quarter

See a Sample Report See Pricing

Easy setup through your own upline logins — no downline onboarding required. Your first real report lands inside 5 business days.

Interactive demo · Sample data · Click a carrier, a tab, or press run

LegacyCore — Book Health

Connected Carriers

Agent	Carrier	Policy	Status
J. Alvarez	Mutual of Omaha	POL-10432	Grace period · 12d
M. Chen	Americo	POL-10488	APS outstanding
R. Osei	Mutual of Omaha	POL-10390	Active
K. Patel	Americo	POL-10501	Signature missing
D. Nguyen	Mutual of Omaha	POL-10355	Active
S. Brooks	Americo	POL-10412	Active

J. AlvarezGrace period · 12d

Carrier: Mutual of Omaha

Policy: POL-10432

M. ChenAPS outstanding

Carrier: Americo

Policy: POL-10488

R. OseiActive

Carrier: Mutual of Omaha

Policy: POL-10390

K. PatelSignature missing

Carrier: Americo

Policy: POL-10501

D. NguyenActive

Carrier: Mutual of Omaha

Policy: POL-10355

S. BrooksActive

Carrier: Americo

Policy: POL-10412

1,204 records scanned

Actual product UI · demo workspace data

One book of business. The right slice for every login.

Reproduced from the actual product UI — an agent sees their book, a manager toggles through their team, an admin toggles through every manager. Scroll to see each one.

Agent view"My Applications" — an agent’s own book

Active Annual Premium

$6,396

$533/mo · 7 in force

Total

3 in pipeline

Active

in force

Attention

review now

Client	Carrier · Product	Policy #	Monthly	AP	Payment Track	Status
VN V. Novak TX	Foresters Term	FOTM-26573	$49.00	$588	0/12	New · Submitted
MN M. Nakamura FL	Baltimore Life Term	BATM-65394	$53.00	$636	2/12	Active · In Force
NP N. Petrova AZ	Mutual of Omaha Whole Life	MUWL-85768	$124.00	$1,488	0/12	New · Submitted
WS W. Sokolov FL	Aetna Term	AETM-52291	$44.00	$528	0/12	Approved
LL L. Larkin FL	Aetna Final Expense	AEFE-75620	$51.00	$612	3/12	Active · In Force
PM P. Marsh TX	Americo Term	AMTM-45896	$39.00	$468	1/12	Active · In Force
IP I. Petrova VA	Corebridge (AIG) Whole Life	COWL-49950	$87.00	$1,044	3/12	Active · In Force
PW P. Whitmore TX	Foresters Whole Life	FOWL-99282	$77.00	$924	8/12	Active · In Force
GO G. Okafor FL	Transamerica Final Expense	TRFE-33075	$76.00	$912	1/12	Missed Payment
OM O. Muller AZ	Mutual of Omaha IUL	MUIU-24959	$143.00	$1,716	8/12	Active · In Force
HN H. Novak NC	Baltimore Life Final Expense	BAFE-34404	$76.00	$912	0/12	Pending Requirements
FI F. Iqbal OH	Transamerica IUL	TRIU-16137	$83.00	$996	7/12	Active · In Force
WA W. Alvarado OH	Foresters Term	FOTM-98826	$58.00	$696	3/12	Lapse Pending

V. Novak

New · Submitted

Foresters · Term

0/12

FOTM-26573$588 AP · $49.00/mo

M. Nakamura

Active · In Force

Baltimore Life · Term

2/12

BATM-65394$636 AP · $53.00/mo

N. Petrova

New · Submitted

Mutual of Omaha · Whole Life

0/12

MUWL-85768$1,488 AP · $124.00/mo

W. Sokolov

Approved

Aetna · Term

0/12

AETM-52291$528 AP · $44.00/mo

L. Larkin

Active · In Force

Aetna · Final Expense

3/12

AEFE-75620$612 AP · $51.00/mo

P. Marsh

Active · In Force

Americo · Term

1/12

AMTM-45896$468 AP · $39.00/mo

I. Petrova

Active · In Force

Corebridge (AIG) · Whole Life

3/12

COWL-49950$1,044 AP · $87.00/mo

P. Whitmore

Active · In Force

Foresters · Whole Life

8/12

FOWL-99282$924 AP · $77.00/mo

G. Okafor

Missed Payment

Transamerica · Final Expense

1/12

TRFE-33075$912 AP · $76.00/mo

O. Muller

Active · In Force

Mutual of Omaha · IUL

8/12

MUIU-24959$1,716 AP · $143.00/mo

H. Novak

Pending Requirements

Baltimore Life · Final Expense

0/12

BAFE-34404$912 AP · $76.00/mo

F. Iqbal

Active · In Force

Transamerica · IUL

7/12

TRIU-16137$996 AP · $83.00/mo

W. Alvarado

Lapse Pending

Foresters · Term

3/12

FOTM-98826$696 AP · $58.00/mo

Manager view"Team Applications" — everything their downline is working

Active Annual Premium

$23,544

$1,962/mo · 23 in force

Total

10 in pipeline

Active

in force

Attention

review now

Client	Carrier · Product	Policy #	Monthly	AP	Payment Track	Status
VN V. Novak TX · J. Alvarez	Foresters Term	FOTM-26573	$49.00	$588	0/12	New · Submitted
MN M. Nakamura FL · J. Alvarez	Baltimore Life Term	BATM-65394	$53.00	$636	2/12	Active · In Force
NP N. Petrova AZ · J. Alvarez	Mutual of Omaha Whole Life	MUWL-85768	$124.00	$1,488	0/12	New · Submitted
WS W. Sokolov FL · J. Alvarez	Aetna Term	AETM-52291	$44.00	$528	0/12	Approved
LL L. Larkin FL · J. Alvarez	Aetna Final Expense	AEFE-75620	$51.00	$612	3/12	Active · In Force
PM P. Marsh TX · J. Alvarez	Americo Term	AMTM-45896	$39.00	$468	1/12	Active · In Force
IP I. Petrova VA · J. Alvarez	Corebridge (AIG) Whole Life	COWL-49950	$87.00	$1,044	3/12	Active · In Force
PW P. Whitmore TX · J. Alvarez	Foresters Whole Life	FOWL-99282	$77.00	$924	8/12	Active · In Force
GO G. Okafor FL · J. Alvarez	Transamerica Final Expense	TRFE-33075	$76.00	$912	1/12	Missed Payment
OM O. Muller AZ · J. Alvarez	Mutual of Omaha IUL	MUIU-24959	$143.00	$1,716	8/12	Active · In Force
HN H. Novak NC · J. Alvarez	Baltimore Life Final Expense	BAFE-34404	$76.00	$912	0/12	Pending Requirements
FI F. Iqbal OH · J. Alvarez	Transamerica IUL	TRIU-16137	$83.00	$996	7/12	Active · In Force
WA W. Alvarado OH · J. Alvarez	Foresters Term	FOTM-98826	$58.00	$696	3/12	Lapse Pending
MB M. Brooks GA · R. Osei	Baltimore Life IUL	BAIU-64641	$130.00	$1,560	0/12	New · Submitted
DB D. Bryant NC · R. Osei	Transamerica IUL	TRIU-58467	$117.00	$1,404	6/12	Missed Payment
OC O. Castellano VA · R. Osei	Aetna IUL	AEIU-59880	$160.00	$1,920	9/12	Active · In Force

V. Novak

TX · J. Alvarez

New · Submitted

Foresters · Term

0/12

FOTM-26573$588 AP · $49.00/mo

M. Nakamura

FL · J. Alvarez

Active · In Force

Baltimore Life · Term

2/12

BATM-65394$636 AP · $53.00/mo

N. Petrova

AZ · J. Alvarez

New · Submitted

Mutual of Omaha · Whole Life

0/12

MUWL-85768$1,488 AP · $124.00/mo

W. Sokolov

FL · J. Alvarez

Approved

Aetna · Term

0/12

AETM-52291$528 AP · $44.00/mo

L. Larkin

FL · J. Alvarez

Active · In Force

Aetna · Final Expense

3/12

AEFE-75620$612 AP · $51.00/mo

P. Marsh

TX · J. Alvarez

Active · In Force

Americo · Term

1/12

AMTM-45896$468 AP · $39.00/mo

I. Petrova

VA · J. Alvarez

Active · In Force

Corebridge (AIG) · Whole Life

3/12

COWL-49950$1,044 AP · $87.00/mo

P. Whitmore

TX · J. Alvarez

Active · In Force

Foresters · Whole Life

8/12

FOWL-99282$924 AP · $77.00/mo

G. Okafor

FL · J. Alvarez

Missed Payment

Transamerica · Final Expense

1/12

TRFE-33075$912 AP · $76.00/mo

O. Muller

AZ · J. Alvarez

Active · In Force

Mutual of Omaha · IUL

8/12

MUIU-24959$1,716 AP · $143.00/mo

H. Novak

NC · J. Alvarez

Pending Requirements

Baltimore Life · Final Expense

0/12

BAFE-34404$912 AP · $76.00/mo

F. Iqbal

OH · J. Alvarez

Active · In Force

Transamerica · IUL

7/12

TRIU-16137$996 AP · $83.00/mo

W. Alvarado

OH · J. Alvarez

Lapse Pending

Foresters · Term

3/12

FOTM-98826$696 AP · $58.00/mo

M. Brooks

GA · R. Osei

New · Submitted

Baltimore Life · IUL

0/12

BAIU-64641$1,560 AP · $130.00/mo

D. Bryant

NC · R. Osei

Missed Payment

Transamerica · IUL

6/12

TRIU-58467$1,404 AP · $117.00/mo

O. Castellano

VA · R. Osei

Active · In Force

Aetna · IUL

9/12

AEIU-59880$1,920 AP · $160.00/mo

Carter Team · all 3 agents · Showing 16 of 41 — full book in your real dashboard.

Admin viewAgency overview — every manager, every agent

Active Annual Premium

$79,776

$6,648/mo · 72 in force

Total

126

24 in pipeline

Active

in force

Attention

review now

Client	Carrier · Product	Policy #	Monthly	AP	Payment Track	Status
VN V. Novak TX · Carter Team · J. Alvarez	Foresters Term	FOTM-26573	$49.00	$588	0/12	New · Submitted
MN M. Nakamura FL · Carter Team · J. Alvarez	Baltimore Life Term	BATM-65394	$53.00	$636	2/12	Active · In Force
NP N. Petrova AZ · Carter Team · J. Alvarez	Mutual of Omaha Whole Life	MUWL-85768	$124.00	$1,488	0/12	New · Submitted
WS W. Sokolov FL · Carter Team · J. Alvarez	Aetna Term	AETM-52291	$44.00	$528	0/12	Approved
LL L. Larkin FL · Carter Team · J. Alvarez	Aetna Final Expense	AEFE-75620	$51.00	$612	3/12	Active · In Force
PM P. Marsh TX · Carter Team · J. Alvarez	Americo Term	AMTM-45896	$39.00	$468	1/12	Active · In Force
IP I. Petrova VA · Carter Team · J. Alvarez	Corebridge (AIG) Whole Life	COWL-49950	$87.00	$1,044	3/12	Active · In Force
PW P. Whitmore TX · Carter Team · J. Alvarez	Foresters Whole Life	FOWL-99282	$77.00	$924	8/12	Active · In Force
GO G. Okafor FL · Carter Team · J. Alvarez	Transamerica Final Expense	TRFE-33075	$76.00	$912	1/12	Missed Payment
OM O. Muller AZ · Carter Team · J. Alvarez	Mutual of Omaha IUL	MUIU-24959	$143.00	$1,716	8/12	Active · In Force
HN H. Novak NC · Carter Team · J. Alvarez	Baltimore Life Final Expense	BAFE-34404	$76.00	$912	0/12	Pending Requirements
FI F. Iqbal OH · Carter Team · J. Alvarez	Transamerica IUL	TRIU-16137	$83.00	$996	7/12	Active · In Force
WA W. Alvarado OH · Carter Team · J. Alvarez	Foresters Term	FOTM-98826	$58.00	$696	3/12	Lapse Pending
MB M. Brooks GA · Carter Team · R. Osei	Baltimore Life IUL	BAIU-64641	$130.00	$1,560	0/12	New · Submitted
DB D. Bryant NC · Carter Team · R. Osei	Transamerica IUL	TRIU-58467	$117.00	$1,404	6/12	Missed Payment
OC O. Castellano VA · Carter Team · R. Osei	Aetna IUL	AEIU-59880	$160.00	$1,920	9/12	Active · In Force
RH R. Hendrix FL · Carter Team · R. Osei	Baltimore Life Term	BATM-25091	$47.00	$564	7/12	Active · In Force
PP P. Petrova TX · Carter Team · R. Osei	Foresters IUL	FOIU-34325	$110.00	$1,320	0/12	Pending Requirements
FO F. Ortega TN · Carter Team · R. Osei	Transamerica IUL	TRIU-26834	$164.00	$1,968	0/12	New · Submitted
HW H. Whitmore FL · Carter Team · R. Osei	Aetna Final Expense	AEFE-17758	$89.00	$1,068	9/12	Active · In Force

V. Novak

TX · Carter Team · J. Alvarez

New · Submitted

Foresters · Term

0/12

FOTM-26573$588 AP · $49.00/mo

M. Nakamura

FL · Carter Team · J. Alvarez

Active · In Force

Baltimore Life · Term

2/12

BATM-65394$636 AP · $53.00/mo

N. Petrova

AZ · Carter Team · J. Alvarez

New · Submitted

Mutual of Omaha · Whole Life

0/12

MUWL-85768$1,488 AP · $124.00/mo

W. Sokolov

FL · Carter Team · J. Alvarez

Approved

Aetna · Term

0/12

AETM-52291$528 AP · $44.00/mo

L. Larkin

FL · Carter Team · J. Alvarez

Active · In Force

Aetna · Final Expense

3/12

AEFE-75620$612 AP · $51.00/mo

P. Marsh

TX · Carter Team · J. Alvarez

Active · In Force

Americo · Term

1/12

AMTM-45896$468 AP · $39.00/mo

I. Petrova

VA · Carter Team · J. Alvarez

Active · In Force

Corebridge (AIG) · Whole Life

3/12

COWL-49950$1,044 AP · $87.00/mo

P. Whitmore

TX · Carter Team · J. Alvarez

Active · In Force

Foresters · Whole Life

8/12

FOWL-99282$924 AP · $77.00/mo

G. Okafor

FL · Carter Team · J. Alvarez

Missed Payment

Transamerica · Final Expense

1/12

TRFE-33075$912 AP · $76.00/mo

O. Muller

AZ · Carter Team · J. Alvarez

Active · In Force

Mutual of Omaha · IUL

8/12

MUIU-24959$1,716 AP · $143.00/mo

H. Novak

NC · Carter Team · J. Alvarez

Pending Requirements

Baltimore Life · Final Expense

0/12

BAFE-34404$912 AP · $76.00/mo

F. Iqbal

OH · Carter Team · J. Alvarez

Active · In Force

Transamerica · IUL

7/12

TRIU-16137$996 AP · $83.00/mo

W. Alvarado

OH · Carter Team · J. Alvarez

Lapse Pending

Foresters · Term

3/12

FOTM-98826$696 AP · $58.00/mo

M. Brooks

GA · Carter Team · R. Osei

New · Submitted

Baltimore Life · IUL

0/12

BAIU-64641$1,560 AP · $130.00/mo

D. Bryant

NC · Carter Team · R. Osei

Missed Payment

Transamerica · IUL

6/12

TRIU-58467$1,404 AP · $117.00/mo

O. Castellano

VA · Carter Team · R. Osei

Active · In Force

Aetna · IUL

9/12

AEIU-59880$1,920 AP · $160.00/mo

R. Hendrix

FL · Carter Team · R. Osei

Active · In Force

Baltimore Life · Term

7/12

BATM-25091$564 AP · $47.00/mo

P. Petrova

TX · Carter Team · R. Osei

Pending Requirements

Foresters · IUL

0/12

FOIU-34325$1,320 AP · $110.00/mo

F. Ortega

TN · Carter Team · R. Osei

New · Submitted

Transamerica · IUL

0/12

TRIU-26834$1,968 AP · $164.00/mo

H. Whitmore

FL · Carter Team · R. Osei

Active · In Force

Aetna · Final Expense

9/12

AEFE-17758$1,068 AP · $89.00/mo

All 3 managers · 126 applications · Showing 20 of 126 — full book in your real dashboard.

Reconcile mode

Carrier status, matched against your whole downline's book.

Reconcile connects to whatever you already track in — a spreadsheet, an AMS, GHL — and flags every mismatch between what each carrier says and what your downline's book says, agent by agent.

LegacyCore — Book Health

Connected Carriers

Any open requirements on Americo this week?

2 policies have an open requirement past 5 business days:

• POL-10488 — APS request, 9 days • POL-10502 — Signature missing on amendment

1,204 records scanned

One product, three views on your book.

Switch modes without switching tools.

Monitor

Watches every connected carrier portal

A scheduled worker checks policy status, lapse signals, and pending requirements — and writes every pull to an audit log.

Reconcile

Matches carrier status to your book

Flags every mismatch between what the carrier says and what your spreadsheet, AMS, or CRM says — no more guessing which is right.

Report

Turns it into a ranked weekly report

A single view of what needs attention this week, ranked by at-risk premium — built to hand to your upline or your downline agent.

$ worker pull --upline santos-group --schedule daily

> authenticating carrier session… ok

> scanning 214 policies across 2 carriers

> POL-10432 grace period, 12 days remaining [flagged]

> POL-10488 APS request outstanding, 9 days [flagged]

> pull complete · 2 flagged · written to audit log

Not a screenshot — this is a live portal pull.

Every pull is audited

Every portal check and every status change is written to a log you can hand to compliance without editing it first.

Credentials never leave the worker

Access is scoped to the monitored worker flow — no ad hoc credential sharing across your downline.

Works across a downline

One authorized upline connection gives visibility into policies written under that hierarchy, not just one agent.

Lapse DetectionRequirement TrackingStatus SyncAudit TrailSecure Credential VaultReport BuilderLapse DetectionRequirement TrackingStatus SyncAudit TrailSecure Credential VaultReport Builder

…and growing carrier coverage every month.

A weekly report your upline actually reads.

Ranked by at-risk premium across the whole downline — not a raw dump of every policy in the book.

1,204 carrier pulls this month

Ready to generate this week's report

Weekly schedule2 carriers

214

Policies Monitored

At-Risk Flagged

9 days

Avg Detection Lead Time

Carriers Connected

Recent activity

Weekly book-health report generatedMon 9:00 AM · 214 policies

Lapse alert: POL-10432 grace periodSun 6:14 PM · 12 days remaining

Requirement cleared: POL-10310Fri 2:41 PM · signature received

Request Pilot Access See Sample Report

Backed by our first-report guarantee. Your first real report typically lands within 5 business days.

One report per upline, scheduled weekly
Ranked by at-risk premium, not raw policy count
Exportable as a plain PDF for downline agents

See the shape of the report before you commit to a pilot.

Illustrative output from a sample pull — real numbers depend on your book.

Sample Book-Health Report

Request the full sample

Cover

At-Risk Summary

Lapse Detail

Requirements

Illustrative example

Ranked at-risk premium, surfaced in a single weekly pull.

Recent reports

09Weekly book-health report — Santos Group11 flagged

02Weekly book-health report — Santos Group7 flagged

26Weekly book-health report — Santos Group14 flagged

Carrier Coverage

Carriers connected in a typical first pilot, expanding as more portals come online.

~9 days

Detection Window

Typical lead time between a carrier-side status change and a manual spreadsheet catching it.

100%

Audit Trail

Of portal pulls and status changes are written to a log — no unlogged access.

What a paid pilot actually includes.

No fabricated case studies here — just what we commit to.

Before we connect anything

You approve every carrier connection before it happens — written authorization, not a blanket credential handoff.

Included in every pilot

Start with The Book Health Pilot — not a platform commitment.

A limited number of pilot slots are open through September 30 — setup is hands-on, so we cap how many we start at once.

$997one-time setup

1–2 carriers · your whole downline · one report cadence

Talk to Us

No lock-in after the pilot period

First-report guarantee: if your first report doesn't surface at least one policy you didn't already know was at risk, the $997 pilot fee is refunded in full — no argument, no fine print.

Offer terms

Pilot pricing covers setup and a defined carrier scope; it is not carrier-approved integration, does not guarantee real-time updates, and does not replace your existing compliance program. Standard pricing is billed monthly, covers up to 10 agents at $1,500/mo with each additional agent billed at $75/mo, and can be cancelled at any time. First-report guarantee: refund requests must be made within 14 days of receiving your first report and apply to the $997 pilot fee only.

Why this pays for itself

A policy left unnoticed for the average 9-day detection lag can put more first-year commission at risk of carrier chargeback than a full month of Standard costs. Catch even one before it lapses, and the plan's already paid for itself.

What's included

Portal Monitoring

≈ $800/mo if run by hand

Scheduled carrier-side checks for lapse signals and pending requirements.

Book-Health Report

≈ $500/mo in analyst hours

A ranked weekly view of what needs attention across your downline.

Audit Log Access

≈ $300/mo for compliance documentation

Every pull and every status change, exportable for compliance review.

Security Review

$250 value, done before you start

A one-page explainer on credential handling and access scoping, before you connect anything.

Illustrative value if staffed manually: $1,850+/mo — Standard starts at $1,500/mo for up to 10 agents, The Book Health Pilot starts at $997 one-time.

Carrier coverage expands as new portals are onboarded — ask which carriers are supported today before starting a pilot. No downline software install required; access is browser-based on your side.

Questions, answered plainly.

Still have one? Talk to us directly.

What does "book health" actually mean here?

It means watching your whole downline’s book of business from the carrier side — lapse signals, pending requirements, and status changes across every agent — instead of relying on a manual spreadsheet that only gets updated when someone remembers to.

How big a downline does this work for?

Built for agency owners and managers running ten-plus agents and a couple of managers — the point where a spreadsheet stops being enough to know what’s stuck across every carrier. Setup runs through your own upline logins, not a rollout to every downline agent.

Which carriers do you support today?

Coverage is narrow and growing. We'll confirm exactly which of your carriers are supported before you commit to a pilot — we won't start a pilot on a carrier we can't actually monitor.

How does carrier portal access actually work?

You provide written authorization before any connection is made. Credential access is scoped to a monitored worker flow, never shared ad hoc, and every portal pull is written to an audit log.

Do you guarantee real-time updates or carrier-approved integration?

No. We're explicit about this: this is monitored visibility into carrier portals, not a carrier-approved integration, and not a guarantee of real-time data or full automation of carrier servicing.

Does this replace my CRM or AMS?

No — it's a monitoring and reconciliation layer that sits alongside whatever you already use to track your book, whether that's a spreadsheet, a CRM, or an AMS.

Why does Standard scale with downline size instead of a flat rate?

Because a 40-agent downline has roughly four times the at-risk premium moving through it that a 10-agent downline does — a flat rate either overcharges smaller uplines or undercharges larger ones. Standard starts at $1,500/mo and covers up to 10 agents; each agent beyond that adds $75/mo.

What if the pilot doesn't find anything?

Then it likely won't happen — but if your first report doesn't surface at least one policy you didn't already know was at risk, we refund the $997 pilot fee in full. No argument, no fine print. Refund requests must be made within 14 days of receiving that first report.

What happens after the pilot?

You decide. If the pilot surfaces enough carrier-side leakage to justify it, you move to a monthly plan with expanded carrier and downline coverage. If not, there's no lock-in — you keep the sample report either way.

Pick your starting point.

No self-serve signup here — every pilot starts with a real conversation.

See a Sample Report

Get a look at exactly what a book-health report surfaces before committing to anything.

Request sample

Book a Diagnostic Call

A short call to see whether your downline's current tracking has enough leakage to justify a pilot.

Book a call

Read the Security One-Pager

How credential access, audit logging, and workspace isolation work before you authorize anything.

Read it

Income and results examples throughout this page are illustrative, not guarantees. See /compliance for full disclosures.

Catch commissions dying quietly
across your downline.

$1,997 setup$997 pilot setup3 pilot slots left this quarter

Easy setup through your own upline logins — no downline onboarding required. Your first real report lands inside 5 business days.

Agent

Carrier

Policy

Status

J. Alvarez

Mutual of Omaha

POL-10432

Grace period · 12d

M. Chen

Americo

POL-10488

APS outstanding

R. Osei

Mutual of Omaha

POL-10390

Active

K. Patel

Americo

POL-10501

Signature missing

D. Nguyen

Mutual of Omaha

POL-10355

Active

S. Brooks

Americo

POL-10412

Active

Client

Carrier · Product

Policy #

Monthly

Payment Track

Status

V. Novak

Foresters

Term

FOTM-26573

$49.00

$588

0/12

New · Submitted

M. Nakamura

Baltimore Life

Term

BATM-65394

$53.00

$636

2/12

Active · In Force

N. Petrova

Mutual of Omaha

Whole Life

MUWL-85768

$124.00

$1,488

0/12

New · Submitted

W. Sokolov

Aetna

Term

AETM-52291

$44.00

$528

0/12

Approved

L. Larkin

Aetna

Final Expense

AEFE-75620

$51.00

$612

3/12

Active · In Force

P. Marsh

Americo

Term

AMTM-45896

$39.00

$468

1/12

Active · In Force

I. Petrova

Corebridge (AIG)

Whole Life

COWL-49950

$87.00

$1,044

3/12

Active · In Force

P. Whitmore

Foresters

Whole Life

FOWL-99282

$77.00

$924

8/12

Active · In Force

G. Okafor

Transamerica

Final Expense

TRFE-33075

$76.00

$912

1/12

Missed Payment

O. Muller

Mutual of Omaha

IUL

MUIU-24959

$143.00

$1,716

8/12

Active · In Force

H. Novak

Baltimore Life

Final Expense

BAFE-34404

$76.00

$912

0/12

Pending Requirements

F. Iqbal

Transamerica

IUL

TRIU-16137

$83.00

$996

7/12

Active · In Force

W. Alvarado

Foresters

Term

FOTM-98826

$58.00

$696

3/12

Lapse Pending

Client

Carrier · Product

Policy #

Monthly

Payment Track

Status

V. Novak

TX · J. Alvarez

Foresters

Term

FOTM-26573

$49.00

$588

0/12

New · Submitted

M. Nakamura

FL · J. Alvarez

Baltimore Life

Term

BATM-65394

$53.00

$636

2/12

Active · In Force

N. Petrova

AZ · J. Alvarez

Mutual of Omaha

Whole Life

MUWL-85768

$124.00

$1,488

0/12

New · Submitted

W. Sokolov

FL · J. Alvarez

Aetna

Term

AETM-52291

$44.00

$528

0/12

Approved

L. Larkin

FL · J. Alvarez

Aetna

Final Expense

AEFE-75620

$51.00

$612

3/12

Active · In Force

P. Marsh

TX · J. Alvarez

Americo

Term

AMTM-45896

$39.00

$468

1/12

Active · In Force

I. Petrova

VA · J. Alvarez

Corebridge (AIG)

Whole Life

COWL-49950

$87.00

$1,044

3/12

Active · In Force

P. Whitmore

TX · J. Alvarez

Foresters

Whole Life

FOWL-99282

$77.00

$924

8/12

Active · In Force

G. Okafor

FL · J. Alvarez

Transamerica

Final Expense

TRFE-33075

$76.00

$912

1/12

Missed Payment

O. Muller

AZ · J. Alvarez

Mutual of Omaha

IUL

MUIU-24959

$143.00

$1,716

8/12

Active · In Force

H. Novak

NC · J. Alvarez

Baltimore Life

Final Expense

BAFE-34404

$76.00

$912

0/12

Pending Requirements

F. Iqbal

OH · J. Alvarez

Transamerica

IUL

TRIU-16137

$83.00

$996

7/12

Active · In Force

W. Alvarado

OH · J. Alvarez

Foresters

Term

FOTM-98826

$58.00

$696

3/12

Lapse Pending

M. Brooks

GA · R. Osei

Baltimore Life

IUL

BAIU-64641

$130.00

$1,560

0/12

New · Submitted

D. Bryant

NC · R. Osei

Transamerica

IUL

TRIU-58467

$117.00

$1,404

6/12

Missed Payment

O. Castellano

VA · R. Osei

Aetna

IUL

AEIU-59880

$160.00

$1,920

9/12

Active · In Force

Client

Carrier · Product

Policy #

Monthly

Payment Track

Status

V. Novak

TX · Carter Team · J. Alvarez

Foresters

Term

FOTM-26573

$49.00

$588

0/12

New · Submitted

M. Nakamura

FL · Carter Team · J. Alvarez

Baltimore Life

Term

BATM-65394

$53.00

$636

2/12

Active · In Force

N. Petrova

AZ · Carter Team · J. Alvarez

Mutual of Omaha

Whole Life

MUWL-85768

$124.00

$1,488

0/12

New · Submitted

W. Sokolov

FL · Carter Team · J. Alvarez

Aetna

Term

AETM-52291

$44.00

$528

0/12

Approved

L. Larkin

FL · Carter Team · J. Alvarez

Aetna

Final Expense

AEFE-75620

$51.00

$612

3/12

Active · In Force

P. Marsh

TX · Carter Team · J. Alvarez

Americo

Term

AMTM-45896

$39.00

$468

1/12

Active · In Force

I. Petrova

VA · Carter Team · J. Alvarez

Corebridge (AIG)

Whole Life

COWL-49950

$87.00

$1,044

3/12

Active · In Force

P. Whitmore

TX · Carter Team · J. Alvarez

Foresters

Whole Life

FOWL-99282

$77.00

$924

8/12

Active · In Force

G. Okafor

FL · Carter Team · J. Alvarez

Transamerica

Final Expense

TRFE-33075

$76.00

$912

1/12

Missed Payment

O. Muller

AZ · Carter Team · J. Alvarez

Mutual of Omaha

IUL

MUIU-24959

$143.00

$1,716

8/12

Active · In Force

H. Novak

NC · Carter Team · J. Alvarez

Baltimore Life

Final Expense

BAFE-34404

$76.00

$912

0/12

Pending Requirements

F. Iqbal

OH · Carter Team · J. Alvarez

Transamerica

IUL

TRIU-16137

$83.00

$996

7/12

Active · In Force

W. Alvarado

OH · Carter Team · J. Alvarez

Foresters

Term

FOTM-98826

$58.00

$696

3/12

Lapse Pending

M. Brooks

GA · Carter Team · R. Osei

Baltimore Life

IUL

BAIU-64641

$130.00

$1,560

0/12

New · Submitted

D. Bryant

NC · Carter Team · R. Osei

Transamerica

IUL

TRIU-58467

$117.00

$1,404

6/12

Missed Payment

O. Castellano

VA · Carter Team · R. Osei

Aetna

IUL

AEIU-59880

$160.00

$1,920

9/12

Active · In Force

R. Hendrix

FL · Carter Team · R. Osei

Baltimore Life

Term

BATM-25091

$47.00

$564

7/12

Active · In Force

P. Petrova

TX · Carter Team · R. Osei

Foresters

IUL

FOIU-34325

$110.00

$1,320

0/12

Pending Requirements

F. Ortega

TN · Carter Team · R. Osei

Transamerica

IUL

TRIU-26834

$164.00

$1,968

0/12

New · Submitted

H. Whitmore

FL · Carter Team · R. Osei

Aetna

Final Expense

AEFE-17758

$89.00

$1,068

9/12

Active · In Force

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One product, three views on your book.

Watches every connected carrier portal

Matches carrier status to your book

Turns it into a ranked weekly report

Every pull is audited

Credentials never leave the worker

Works across a downline

A weekly report your upline actually reads.

See the shape of the report before you commit to a pilot.

Sample Book-Health Report

What a paid pilot actually includes.

Start with The Book Health Pilot — not a platform commitment.

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