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Dashboard

AP Submitted

—Month to date

Deals submitted

—In selected period

Writing agents

—With submitted deals

Leaderboard

Annual premium
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Team leaderboard

Sign in to see your team’s production.

Recent wins

Live

Recent submissions

New submissions appear here automatically.

Lead performance

By annual premium

See which lead sources are producing deals.

Average AP

Annual premium per deal

Sign in to view average AP.

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EVERGREEN FINANCIAL

Sign in

Sign in to your production dashboard.

AGENT ACCOUNT

Agent profile

Your manager will approve your team access.

DEAL SUBMISSION

Submit a deal.

Enter the policy and lead details.

Annual premium$0.00Monthly premium × 12

Counted when submitted, regardless of the effective date.

Team name

Shown in your Downline Tree and daily Discord totals. Your team includes you and your entire downline.

Leave blank to use your name followed by “’s Team”.

Delete deal?

This removes the deal from production totals. You can restore it under My Deals → Deleted deals.