Agent Profile Card
Agent Status
Highly Active
Active
Onboarding
Limited Activity
No Activity F/U
Deleted Agent
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Full Name
Agent Code
Email
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Phone
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Date of birth
Policy State
Last Name
Contact Owned By
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Dan Ison
Julie Ison
Jessica Ball
Darin Hamilton
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SMD
Upline Agent
Contract Level
TA (25%)
Associate (35%)
Senior Associate (45%)
Marketing Director (50%)
SMD+ (65%)
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Do they have a Client?
Yes
No
CFT Status
Certified
Uncertified
Do they have a Business Partner?
Yes
No
System Access
Basic
Pro
Premium
Admin
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