2026 Annual Bonus Calculator
Upload your reports to calculate production needs and bonus potential
Demo Mode - Your data is not saved
This is a fully functional demo. Upload your reports and see your bonus calculations instantly. All data resets when you leave or refresh the page.
Baseline Configuration
Set your prior year-end items in force and retention rates for point calculations
Auto Baseline:0 pts(-0)
Home Baseline:0 pts(-0)
SPL Baseline:0 pts(-0)
Net Total:0 pts
Bonus Goals
Upload your Annual Bonus goals screenshot from DashTip: After upload, you may need to manually enter GOAL values in the tables below
Drag and drop or click to upload
Business Metrics
Upload your December Business Metrics report for IIF and retention data
Drag and drop or click to upload
Portfolio Growth - Auto, Home, AFS
| GOAL | % BONUS | Est. Bonus | Annual Pts Needed | Monthly Pts | Monthly Items |
|---|---|---|---|---|---|
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - |
Portfolio Growth - SPL
| GOAL | % BONUS | Est. Bonus | Annual Pts Needed | Monthly Pts | Monthly Items |
|---|---|---|---|---|---|
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | - | - |
ACTUAL PRODUCTION TRACKER to forecast remaining production needs throughout the rest of the year
Combined Target Bonus:$0
| Month | Auto | Home | SPL | Total For Current Month | Total Cumulative YTD | Premium | Forecasted "Need" YTD | Over / Under Actual Production | Months Left in the Year | Average Monthly Production Need Rest Of The Year |
|---|---|---|---|---|---|---|---|---|---|---|
| JAN | — | 0 | — | 0 | +0 | 11 | 0 | |||
| FEB | — | 0 | — | 0 | +0 | 10 | 0 | |||
| MAR | — | 0 | — | 0 | +0 | 9 | 0 | |||
| APR | — | 0 | — | 0 | +0 | 8 | 0 | |||
| MAY | — | 0 | — | 0 | +0 | 7 | 0 | |||
| JUN | — | 0 | — | 0 | +0 | 6 | 0 | |||
| JUL | — | 0 | — | 0 | +0 | 5 | 0 | |||
| AUG | — | 0 | — | 0 | +0 | 4 | 0 | |||
| SEP | — | 0 | — | 0 | +0 | 3 | 0 | |||
| OCT | — | 0 | — | 0 | +0 | 2 | 0 | |||
| NOV | — | 0 | — | 0 | +0 | 1 | 0 | |||
| DEC | — | 0 | — | 0 | +0 | 0 | — |
Production Breakdown by Category
Auto/Home/AFS Production
Cumulative YTD:0
Need YTD:0
Over/Under:+0
Avg Monthly Need:0
SPL Production
Cumulative YTD:0
Need YTD:0
Over/Under:+0
Avg Monthly Need:0
Staffing & Quote Volume Calculator
| Auto/Home Bonus % | SPL Bonus % | Total Monthly Items Needed | # Quotes Needed Monthly | # Policies Needed Monthly | # LSPs Needed | Avg Items Per LSP | # LSPs at 50 items/mo | # LSPs at 60 items/mo |
|---|---|---|---|---|---|---|---|---|
| 3.00% | 1.00% | — | — | — | — | — | — | — |
| 2.50% | 0.80% | — | — | — | — | — | — | — |
| 2.00% | 0.60% | — | — | — | — | — | — | — |
| 1.50% | 0.45% | — | — | — | — | — | — | — |
| 1.00% | 0.30% | — | — | — | — | — | — | — |
| 0.50% | 0.15% | — | — | — | — | — | — | — |
| 0.05% | 0.05% | — | — | — | — | — | — | — |
These are estimates to help guide production needed for various bonus levels. Enter your point goals from your carrier's bonus grid above.