These are goals for your agents, separate from your own goals in Settings. Bars show each agent’s progress this month and week; the tick marks where they should be by today.

Each code works once and expires in 14 days. New agents enter it when they create their account. Agents who already have an account enter it in Settings → Team.

Post a deal to AgentSpace in one click. The helper fills in each step for you (placeholder info only) and you click Post Deal yourself. It takes about two minutes to set up, once.

1. Add the Tampermonkey extension to Chrome. In Chrome's extension settings, turn on Allow User Scripts for it.
2. Click Install the helper below, then click Install on the page that opens.
3. Open any client and click Post with autofill.

Defaults are a common starting point — change any of these to whatever you're actually aiming for.

Downloads your whole book as one .zip: clients, follow-ups, and expenses as spreadsheets (open in Excel or Google Sheets), plus a complete backup copy of everything.

The backup is not encrypted — keep the file somewhere private.

Signs you out on every computer and phone, including this one. Use it if you ever signed in somewhere you don't control, or think someone may know your password.

Your comp % and advance months for every carrier and policy type. This drives your commission and override numbers.