Free at-risk scan

What is your book losing right now?

Export your policy list from one carrier portal as a CSV and drop it here. You'll see pending lapses, recent lapses and recent cancellations, with the commission advances they put at risk.

Step 1

Choose your carrier export

Choose a .csv file

The file needs a status column. Premium and a status or paid-to date make the numbers sharper.

Private

Nothing leaves your browser

The scan runs on this page, on your computer. The file is not uploaded, stored or sent anywhere, so client names and policy numbers stay with you.

Your commission level (% of annual premium)Share advanced (%)