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Agent Helper

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Manhattan Life goal · key ratios · week / month / quarter / YTD.

Manhattan Life sales trip

Contest period · Feb 1, 2026 – Jan 31, 2027 · 116 days left · 0% of Chairman floor

President's Club $165k · Chairman's Club $275k production credit

Thermometer = contest-window production credit (ANBP × multipliers). Book ANP is carrier Annual Premium on all actives — different number on purpose.

Last report · Open Policy Extract

$0 issued creditof $275k trip

  1. Chairman's Club

    45 top agents · $275,000 minimum production credit

    $0 issued credit of $275k

  2. President's Clubprimary

    55 top agents · $165,000 minimum production credit

    $0 issued credit of $165k · 0%

  3. 50 issued apps (new producer)

    Minimum active issued applications for trip eligibility

    0 / 50 issued

Pace

$0

straight-line by Jan 31

Need / day

$1.4k

to $165k floor

Persistency

—

proxy · flyer 80%

Report

—

Policy Extract

Official persistency is on the ML convention report (80% required; below 75% 12-month is ineligible). No policy extract loaded.

Producer books · sources of truth · how to reconcile

Sample books

live = official export is in the desk · proxy = desk estimate from a related file, not the carrier’s contest report · stub = no extract yet · missing = we know the report exists but it isn’t loaded

  • Manhattan Life

    stub

    0 issued

    Sheet ANBP × last-known multipliers. Official credit = portal standings after monthly multipliers.

    Open source

  • LifeX

    stub

    0 issued

    Level commissions for the life of the policy. No desk extract yet — pull the 1enrollment book.

    Open source

  • USA Health

    stub

    0 issued

    Triad Cigna underwriting path. Comp is on Dawn’s contract (typically level PMPM). No desk extract yet.

    Open source

Sources of truth · how to calculate

  • ML policy extract

    missing

    Issued vs cancelled vs pending · persistency proxy

    Producer portal → Inforce Business → Agent Policy List → Excel “Download Complete Policy List” (CSV), or Policy Extract CSV. Drop in Downloads. Auto: node scripts/ml-agent-policy-list-download.mjs. Ingest archives daily.

    Drives: In-force households, issued-app count, persistency proxy

    Open

  • ML commission extract

    missing

    Cash vs earned vs advance loan (trailing minus)

    Producer portal → commission statement CSV (I46J001000). Trailing minus = debit. Do not sum 11-020 across months.

    Drives: Financials four-number strip

    Open

  • ML detail statement PDF

    missing

    Non-Pay recap · check issued · advance section

    Producer portal → detail commission statement PDF.

    Drives: Cash / Non-Pay confirmation

    Open

  • ML convention standings

    missing

    Official trip credit, monthly multipliers, persistency, invitation

    Portal → contest / convention standings. Invitation is the only official qualifier. Export or screenshot into Downloads.

    Drives: Thermometer official number

    Open

  • President's Club 2027 flyer

    missing

    Floors and rules for President's Club

    Kyle / ML contest packet. File names like PC-Flyer2027.pdf.

    Drives: $165k floor · 55 top agents

    Open

  • Chairman's Club 2027 flyer

    missing

    Floors and rules for Chairman's Club

    Kyle / ML contest packet. File names like CC-Flyer2027.pdf.

    Drives: $275k floor · 45 top agents · 1099 note

    Open

  • ML VB commission L6 schedule

    missing

    Official Level 6 first-year / subsequent % · validate sheet + project residual

    Drop MH Voluntary Benefits Commission L6.pdf in Downloads. Ingest archives a copy under 2026 Sales/Manhattan Life/Commissions.

    Drives: Commission validation + first-year vs residual projections

    Open

  • 2026 Sales spreadsheet

    proxy

    Running ANBP credit proxy + commission graph

    Desk already pulls CSV export on load. Paste portal rows into Jan–Jun / Jul–Dec after ingest.

    Drives: Thermometer fill (proxy) · monthly commission bars

    Open

  • NextLevel CRM

    stub

    Opportunities · appointments · contacts

    Desk CRM APIs already live for contacts. Commission still sheet-only.

    Drives: Schedule / pipeline — not commission actuals until won-stage import

    Open

  • Simplifi / Chase books

    proxy

    Agency P&L and card balance

    Refresh entity books snapshot. Last desk books as-of is tagged on Financials.

    Drives: Financials books-net (stale until refresh)

  • LifeX book

    missing

    Placed / paid members · level commission

    1enrollment LifeX → export members. Drop CSV/XLSX in Downloads. your dollar schedule is your IMO contract.

    Drives: LifeX lane

    Open

  • USA Health book

    missing

    Triad Cigna placed members · PMPM

    1enrollment or ahcpagents.usahc.com → export book. Drop in Downloads. Use your PMPM from your contract.

    Drives: USA Health lane

    Open

  • Iron Health / PSM book

    missing

    Tier 2 HealthFirst production

    Iron / Milliman agent reports. Drop export in Downloads.

    Drives: Iron Health lane (future)

    Open

  • XGB / Cigna group medical

    proxy

    Sunfire group medical enrollments — not census

    Everon portal for group admin. Desk Groups already tracks named enrollees (no DOB/address). Do not drop census/SSN into this ingest.

    Drives: Groups board enrollment thermometer

    Open

  • DCBG residual

    missing

    $20 PEPM group cost-savings residual

    DCBG statement / Claire residual report. Drop in Downloads. Not staff-portal copy.

    Drives: Group residual line (not individual ML sheet)

  • Americo life / annuity

    missing

    Life production if written

    americoagent.com production / commission export into Downloads.

    Drives: Americo lane (future)

    Open
  1. Published trip/in-force numbers come from the ML policy extract. Use the 2026 Sales sheet only as a two-way check (sheet names missing from extract, extract households missing from sheet).
  2. Manhattan Life: download convention standings + commission extract + policy extract from producer.manhattanlife.com after each cycle.
  3. Drop the CSVs on the desk import path (or paste issued ANBP into the 2026 Sales sheet). Do not sum 11-020 across months.
  4. LifeX: export placed/paid members from 1enrollment (id 944574). Enter first-year and renewal (level) commission from Dawn’s IMO contract.
  5. USA Health: export from 1enrollment / ahcpagents.usahc.com. Enter PMPM from Dawn’s USAHP contract, not a public IMO chart.
  6. Thermometer fill is a proxy until the convention report is imported. Invitation from Manhattan Life is the only official trip yes.
  7. Future carriers: add a row to apps/dashboard/data/dawn-producer-sources.json and drop the official export in Downloads.

Fill = contest-window issued apps × last-known class multipliers (AFC/DVH/HI 1×, GAP 1.5×, CI 2×, accident 3×). Monthly multipliers on the flyer can differ. 2027 contest teaser. Desk estimate from the Policy Extract — not Manhattan’s official convention standing.

Activity

Current week · month · quarter · YTD — from ML earned and funnel applied counts.

ML 1st-year earned by month

Oct '25: $0Oct '25Nov '25: $0Nov '25Dec '25: $0Dec '25Jan '26: $0Jan '26Feb '26: $0Feb '26Mar '26: $0Mar '26Apr '26: $0Apr '26May '26: $0May '26Jun '26: $0Jun '26Jul '26: $0Jul '26Aug '26: $0Aug '26Sep '26: $0Sep '26Oct '26: $0Oct '26Nov '26: $0Nov '26Dec '26: $0Dec '26$1
More · financials (cash · earned · advance · in-force)

Loading financials…

More · commission timeline and sources

Monthly commission · Oct '25 – Dec '26

Actual ProjectedActual $0
Oct '25Dec '25Feb '26Apr '26Jun '26Aug '26Oct '26Dec '26$1.00

Projection uses the average of the last three months with commission (sheet). Future imports from NextLevel and carriers will fill gaps once live.

Past actual

$0

Future projected

$0

1st-year booked

$0

Ongoing residual

$0

Cross-check: No ML statement import this load — reconcile CSVs from producer portal.

Data sources · health & update paths

Published book = ML extract. Spreadsheet is a two-way check. Cross-check statements, NextLevel, carrier portals, and DCBG residual; then update the sheet so the graph stays true.

  • 2026 Sales spreadsheet

    empty

    Cross-check only · not the published book · H1/H2 75/25 cash split

    No spreadsheet data loaded

    Update spreadsheet

    Path: Google Sheet Jan–Jun / Jul–Dec tabs → desk refresh

  • Manhattan Life statements

    stub

    Producer policy extract + commission CSV → .praxis/kri-sales/imported.json

    Published in-force book. Tran codes 11-001/11-501 as-earned; 11-020/024/524 advance. Sheet is the check.

    Path: Producer portal CSV → .praxis/kri-sales/imported.json merge

  • ML VB L6 commission schedule

    live

    STDLEV6 12/2023 · first-year / subsequent % of paid premium

    Level 6 rate card — HI 30/3 · AFC 20/5 · Gap 10/10 · Accident 40/5. Validates sheet % and projects residual.

    Open

    Path: Desk → Knowledge / Library · Manhattan Life commissions PDF

  • NextLevel CRM

    stub

    Opportunities · appointments · contacts (pipeline cross-check)

    Schedule/live contacts use CRM today. Commission actuals from ML extract; sheet is the two-way check.

    Open NextLevel

    Cross-ref: Desk → Schedule / Intake (CRM contacts & opps)

  • Carrier portals

    stub

    Manhattan · LifeX · USA Health · Iron · XGB Everon

    ML: convention standings + I46J001000 extract. LifeX / USA Health: 1enrollment book (not imported). XGB medical pays on its own schedule.

    Open carrier portal

    Also: Desk → Carriers · Americo / Iron Health logins

  • DCBG residual ($20 PEPM)

    stub

    Group cost-savings book · not on the individual ML sheet

    Documented $20 / employee / month. Sunfire ~26 EE → ~$520/mo after Claire enroll. Add a sheet row when residual starts.

    Open

    Path: Knowledge DCBG · $20 PEPM after Claire enroll — not on ML sheet

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