Premium Sold — Folio View

Contacts is real, live data — count of leads currently sitting in AgencyZoom's "Contacted" pipeline stage (Pipeline id 4539), pulled directly from the API. This reflects only that one pipeline, so it's a lower bound, not a complete count across the whole agency. Appointments Set, Appointments Held, Appointment Set Rate, Show Rate, and Close Rate (Sales÷Held) have no data source in AgencyZoom via this account's API — shown as unavailable rather than estimated. Leads uses the same definition as Producer Performance (open pipeline + sales this folio) — NOT AgencyZoom's raw "New" stage count, which showed an implausible 8,936 for one producer alone, almost certainly stale historical records rather than real active leads. Some Contact/Quote rates exceed 100% (e.g. Samuel, Miguel) — this is a real scope mismatch, not an error: "Leads" is folio-scoped (this period only) while "Contacts" is a live, all-time snapshot of who's currently sitting in that stage, so the two aren't measuring the same window. Read these as directional signals of activity level, not literal conversion percentages, until Leads and Contacts can be pulled on matching timeframes.

Appts, Shows, and Show→Sale % have no data source in AgencyZoom via this account's API — shown as unavailable rather than estimated. Leads = still-open pipeline leads + sales closed this folio. Quotes = sales + open pipeline leads with a logged premium (likely undercounts true quoting activity — see Scorecard methodology note). Revenue/Sale is commission ÷ sales as a simple average; actual commission is calculated on cumulative folio premium with tier thresholds, not per-sale, so this is directional. Premium/Producer and Sales/Producer appear in the summary line below the totals row (total ÷ number of producers with a sale this folio), since they're not meaningful as a per-producer column (it would just restate that producer's own numbers).

Performance Index = 40% Premium + 20% Policies + 15% Close Rate + 15% Policies/Household + 10% Premium/Household (as a quality proxy — see note below), each scored against a benchmark and capped at 120% to prevent one outlier account from dominating the score. Premium and Policies are ramp-adjusted by tenure (producers under 6 months get proportionally scaled volume targets); Close Rate, Policies/Household, and the quality proxy are NOT tenure-adjusted, since those reflect skill rather than accumulated time. Benchmarks (100% mark): $45K+ Premium/Folio, ~45 Policies (22.5 households × 2 policies), 35%+ Close Rate, 2+ Policies/Household, $2,000+ Premium/Household. True retention/quality data isn't available from AgencyZoom (see Scorecard note) — Premium/Household is used as a proxy for the "quality" weight since it directly addresses the stated goal of preventing a few large accounts from inflating a score that should reflect consistent, high-quality household acquisition. Tenure data shows Ximena at 36mo and Brandon at 9.5mo, but the other 6 all show an identical 1.5mo/Jul 1 start — confirm whether that's a real onboarding cohort or a placeholder before trusting the ramp adjustment for those 6.

Sourced from the Leads sheet in your AgencyZoom tracker, scoped to each producer's actual tenure — not blanket all-time history. A 1-month hire is measured against their own month, not a 3-year veteran's 6-year data trail. Only a fraction of leads have a recorded soldDate/quoteDate, so treat rates as directional. Rows flagged in red show a sold date recorded before the create date — a data entry issue in the source, not a calculation error here.

Computed per the Ironwood Insurance 2026 California Producer Compensation Plan (effective Jan 1, 2026), applied to real confirmed sales for the selected folio. Qualify with $20,000+ premium AND 2+ Life term policies (or 1 IUL policy), OR $50,000+ total premium (any mix). Tier is set by total premium per the plan's table: 6% at $20K, 7% at $40K, 8% at $60K, 9% at $80K, 10% at $100K+. Full tier rate applies to Farmers/Foremost premium, half tier rate to Brokered premium, flat 50% to Broker Fee premium (all gated on qualifying), plus a +2% accelerator once total premium exceeds $120K. Only carrier-confirmed premium counts toward qualification — unconfirmed premium is excluded until confirmed. No IUL sales are on record, so that qualification path isn't currently in play.

Hourly pay ($18.45/hr per the offer letter) is not included — no timesheet or hours-worked data exists in any source uploaded so far. This is the performance bonus portion only.

From the Daily Report for Huddle tracker's SDR Transfers log. 2 placeholder/test rows were removed from the source; everything below is real transfer activity.

"Won" is AgencyZoom's live status on the verified transfer subset (Akash, Jackeline, and Rhon where quote-confirmed) — not the full transfer log, since only verified ones were cross-checked live.

Conversion Rate = Bound Policies ÷ Qualified Transfers (a qualified transfer is one with a real, verified quote premium logged in AgencyZoom). See the Commissions tab for the full per-SDR breakdown.

From the Daily Report for Huddle tracker's To Do List — a recurring daily checklist plus a running list of open one-off issues.