MTD ANP
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YTD ANP
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MTD Case Count
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Active Agents
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New Recruits (YTD)
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Recruiting Funnel
Live from the Recruitment Pipeline board — where prospects sit right now, and where they stall.
Production breakdown by role
MTD = · YTD =
| Role | Agents | MTD ANP | YTD ANP | MTD Case | YTD Case | Active | MTD Recruits | YTD Recruits |
|---|
YTD ANP by role
New Recruits by role (YTD)
YTD ANP share by agency
MTD ANP by month
Agency performance by month
Pick an agency and a month to review that agency's Leaders and Partners for that specific month.
ANP
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Case Count
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Active Agents
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Total Agents
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New Recruits
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Agency Leaders —
| Name | ANP | Case Count | Active |
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Agency Partners —
| Name | ANP | Case Count | Active |
|---|
View a specific month
Pick a month to see that month's figures broken down, the same way Overview shows the current one.
MTD ANP
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Case Count
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Active Agents
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New Recruits
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Breakdown by role —
| Role | Agents | MTD ANP | Case Count | New Recruits | Active |
|---|
Monthly production summary
The most recent month may be partial — check the "as of" date at the top.
| Month | MTD ANP | Case Count | New Recruits | Active Agents |
|---|
Recruiter Leaderboard
Who's actually bringing in producers this year — ranked by people personally recruited, not headcount under them.
| Rank | Recruiter | Role | Agency | Recruits (YTD) | Recruits (MTD) |
|---|
Needs a check-in
Active in June or July, but not in August — the last fully completed month. September isn't counted here since it's still in progress.
| Agent | Role | Last active | Months quiet |
|---|
New recruit ramp-up — coded in 2026
| Coded | Agent | Role | First sale | Active months |
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Select an agency
MTD = · YTD =
Agency MTD Targets
Editable — set each agency's monthly target for ANP, CC, active agents and new recruits. Saved for the whole team.
| Agency | Target MTD ANP | MTD ANP | Target MTD CC | MTD CC | Target Active Agents | Active Agents | Target New Recruits | New Recruits | Pacing |
|---|
Productivity Ratios by Agency
ANP per active agent and average case size — is growth coming from more agents or better ones? YTD =
| Agency | Active Agents | YTD ANP | ANP / Active Agent (YTD) | YTD Cases | Avg Case Size (YTD) |
|---|
Agency Leader Pacing
Every Agency Leader ranked by YTD ANP against the team average — the AMD-wide pace, broken out per leader instead of buried in one number.
| Agency Leader | Agency | MTD ANP | YTD ANP | % of AL average | Pace |
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All agents — ranked by YTD ANP
MTD = · YTD =
| Rank | Agent | Role | Agency | MTD ANP | YTD ANP | YTD Cases | YTD Recruits | Active |
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2026 promotion & validation tracker
YTD validation as of
Closest to validating
Agency Leaders who have already hit their ANP target and only need recruits.
| Agent | Role | YTD ANP | Required | ANP | Recruits | Manpower | Leaders | Overall |
|---|
"n/a" = criterion does not apply to this role. Premium Collection Rate is not tracked in the source file and is excluded from Overall Validation.
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