Lakeside Partners `CO-000011` Pending agreement HubSpot

Path	SOS›Pathfinder Brokerage›Lakeside Partners
Representatives	Independent (1099) · inherited · may add people: No · see compensation: No
Type	Insurance · Agency
People	0
Members pay	ACH only · Direct pricing
Status	Pending agreement · enrollment link and dashboard are disabled until the agreement is executed
Link	https://app.careadvantage360.com/co/CO-000011 · inactive until executed
Dashboard	/my/9Amm6lG-FHlal3b6k1S3uaKe6aHOTkbL Private production page for this organization: enrollments, policy counts, MRR. The link is read-only; adding people needs the emailed sign-in.
Active members	0 own · 0 with downline
MRR	$0.00 own · $0.00 with downline
Lifetime collected	$0.00 own · $0.00 with downline
This month	0 new · 0 churned
Agreement	FMO

Compensation

Next run pays 25% first year / 8% renewal from the custom percents on this record.

Settings

Organization settings

Representatives

How representatives are paid Representatives may add people under them

Representatives see their compensation on their dashboard

Independent (1099) representatives get the full agreement with W-9 and direct deposit; the platform pays them. Internal representatives are paid by their organization, sign a short agreement, and the organization keeps the whole commission. Each representative can override these when added.

Organization

Industry Type

Agreement signerSigner email

Payment methods members may use Pricing tier

Card payments cost SOS more than ACH; leave this on Inherit unless this organization negotiated otherwise. The pricing tier picks which Stripe price a member pays through this organization and everything under it. Members see the retail price struck through when their tier is lower.

Add a representative

Created as Pending. DocuSign emails the agreement with name, compensation, and (when given) SSN already filled; the representative adds date of birth, address, and banking there and signs in one sitting. The record goes Active, and the enrollment link starts working, when it is executed. The SSN is checked against every other representative.

First nameLast name

EmailPhone

How is this representative paid? Independent (1099) · Paid directly by SOS. The agreement collects direct deposit and the W-9. (organization default) Internal (paid by the organization) · The organization pays them. Short agreement: identity, terms, signature. No banking or W-9.

Social Security number (optional; checked for duplicates now and prefilled on the agreement)

May add people under them Sees their compensation

Role Agreement

Compensation profile

Custom first year %Custom renewal %

Back office sets any level. When Lakeside Partners adds people from its own dashboard the offer is capped at its own compensation.

Pending (0)

Invited under this organization and not yet executed. Nothing here can enroll a member until DocuSign confirms the signature.

Nothing pending.

Agreements (1)

Agreement	Signer	Status	Sent	Executed
Organization agreement (FMO) `5989a9db-acc2-8493-811b-2bc253a88161`	Robert Kim [email protected]	Sent	Oct 23, 10:45 AM	—

Applications (0)

None yet.

Commission statements

No commission statements yet.

Email

When	Message	To	Status
Oct 23, 10:45 AM	`agreement.sent` [Care Advantage 360] Your Care Advantage 360 organization agreement You can only send testing emails to your own email address ([email protected]). To send emails to other recipients, please verify a domain at resend.com/domains, and change the `fro	[email protected]	Failed

Lakeside Partners CO-000011 Pending agreement HubSpot

Compensation

Settings

Organization settings

Representatives

Organization

Add a representative

Add a representative

Pending (0)

Agreements (1)

Applications (0)

Commission statements

Email

Lakeside Partners `CO-000011` Pending agreement HubSpot