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Demo Insurance Agency

Financial Dashboard

YTD New Business Items 
585
EOY: +
L12M:
YTD New Business Premium 
EOY: +
L12M:
12-Month Premiumas of DEC 2026
$90,855
EOY: $90,855+$17,104
Items in Force 
10,153,368
Policies in Force 
4,979
Estimated Book Valueas of DEC 2026
$14,644,042
EOY: $14,644,042+$1,066,510
Equity After Loansas of DEC 2026
$3,893,679
EOY: $14,644,042+$1,066,510
Compensation Summary
MonthItems WrittenPremium WrittenPremium Per ItemNB CommissionNB VC BonusTotal NB ComNB Com%Renewal ComRenewal VCTotal Renewal ComBonusNB + RenewalTOTAL+/- Prior Year
JAN40$74,409$1,860$10,209$1,531$11,74015.78%$87,549$7,004$94,553—$106,293$106,293+$6,322
FEB48$89,169$1,858$12,256$1,838$14,09415.81%$81,033$6,483$87,516—$101,610$101,610+$1,882
MAR57$107,034$1,878$13,585$2,038$15,62314.60%$86,354$6,908$93,262—$108,885$108,885+$5,271
APR53$99,440$1,876$11,999$1,800$13,79913.88%$83,749$6,700$90,449—$104,248$104,248-$3,034
MAY62$114,884$1,853$14,896$2,234$17,13014.91%$86,334$6,907$93,241—$110,371$110,371+$76
JUN49$91,133$1,860$11,227$1,684$12,91114.17%$86,424$6,914$93,338—$106,249$106,249+$2,914
JUL45$83,616$1,858$11,893$1,784$13,67716.36%$86,332$6,907$93,239—$106,916$106,916+$8,736
AUG51$95,786$1,878$13,516$2,027$15,54316.23%$81,164$6,493$87,657—$103,200$103,200+$5,338
SEP53$99,211$1,872$12,584$1,888$14,47214.59%$81,251$6,500$87,751—$102,223$102,223+$2,858
OCT53$98,624$1,861$12,677$1,902$14,57914.78%$81,190$6,495$87,685—$102,264$102,264-$3,816
NOV53$98,109$1,851$12,026$1,804$13,83014.10%$85,240$6,819$92,059—$105,889$105,889+$3,116
DEC48$89,003$1,854$11,470$1,721$13,19114.82%$88,563$7,085$95,648$7,521$108,839$116,360+$2,482
YTD612$1,140,418$1,863$148,338$22,251$170,58914.96%$1,015,183$81,215$1,096,398$7,521$1,266,987$1,274,508+$32,145
Avg51$95,035$1,863$12,362$1,854$14,21614.96%$84,599$6,768$91,367—$105,582$105,582—
Trend612$1,140,418—$148,338$22,251$170,589—$1,015,183$81,215$1,096,398—$1,266,987$1,266,987—
Total New Commissions
2026
2025
2024
Total Renewal Commissions
2026
2025
2024
4-Year Comparison: Total New Commissions
2026
2025
2024
2023