Organization dashboard

Pathfinder Brokerage`CO-000001`

Active · Insurance · Master Agency

Organization enrollment linkhttps://app.careadvantage360.com/co/CO-000001

Active members

1 past due

Monthly revenue

$200

$2,400 annualized

Lifetime collected

$5,100

Enrollments in flight

3 paid all time

This month

3 started · 0 churned

Representatives

2 sub-organizations

Direct production at Pathfinder Brokerage alone: 1 active members, $100 MRR, $125 collected. Everything above includes the sub-organizations.

Pipeline

Everyone who opened an application through this organization's link or a representative's link.

1Applying 0Awaiting payment 3Paid

Memberships 3 total

Pending approval1
Active1
Past due1
Declined0
Lapsed0
Cancelled0

Last 8 weeks

Aug 31Sep 7Sep 14Sep 21Sep 28Oct 5Oct 12Oct 19

Per week, last 8 weeks.Applications startedPaid

Commission to date estimate

$258.25

Over 3 policies with collections so far, at the rates in force. Statements are issued by SOS; this figure is a preview and not a statement.

Representatives 2

Representative	Organization	Compensation	Applying	Awaiting pay	Pending	Active	MRR	Last activity
Alicia Nguyen AG-001007 · Agent	Gulf Coast Benefits	House rules Independent	1	0	1	1	$100	Oct 23
Maria Santos AG-001005 · Broker	Pathfinder Brokerage	55% / 12% custom Independent	0	0	0	1	$100	Oct 15

Sub-organizations 2

Organization	Compensation	Representatives	Applying	Pending	Active members	MRR	Lifetime
Gulf Coast Benefits CO-000002 · Brokerage	10% / 2% custom	1	1	1	1	$100	$4,975
Lakeside Partners Pending agreement CO-000011 · Agency	25% / 8% custom	0	0	0	0	$0	$0

Waiting on an agreement 1

Added but not yet executed in DocuSign. Nobody here can enroll a member until the signature comes back.

Who	Kind	Agreement	Sent
Lakeside Partners [email protected]	Organization	Organization agreement · Waiting for signature	Oct 23

Add to your team

Add a representative

They are added as Pending. DocuSign emails them the agreement with their name and compensation already filled in; their enrollment link and dashboard start working once it is executed.

First nameLast name

EmailPhone

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

Social Security number (optional)

With the SSN here, we check for a duplicate before the agreement goes out and fill it in on the agreement, so they only add date of birth, address, and banking and sign.

May they add people under them?

RoleAgreement

Compensation profile

Custom first year %Custom renewal %

You cannot offer more than your own level (12% / 3%); anything higher is reduced to it.

Register a sub-organization

An agency, franchise, or group that will report to Pathfinder Brokerage. SOS confirms the compensation first, then the principal signs. It stays Pending until the agreement is fully executed.

Organization name

Industry Type

Signer nameSigner email

PhonePricing