Total iMACs
0
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0
Docs Missing
0
Referral Bonus YTD
$0
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Document Compliance
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| iMAC | Status | Practice | Training | Portal | Documents | Actions |
|---|---|---|---|---|---|---|
No iMACs | ||||||
Agent Portal Credentials
ℹ How it works: Set a unique username and password for each iMAC. They log in via the Agent Portal tab on the login screen to view their own profile, documents, referral bonuses and notifications.
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YTD Total
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This Month
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Referral Bonus Statements
| iMAC | Period | Carrier | Plan | Referrals | Amount | Status |
|---|---|---|---|---|---|---|
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Read-only roll-up. This view aggregates client referrals entered by iMACs through their portals. To add a referral, the iMAC enters it on their dashboard.
Referrals
0 clients| Client | DOB | Plan | Carrier | Referral Date | iMAC | Phone | Status |
|---|---|---|---|---|---|---|---|
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PCS-authored materials. Study modules, practice questions, and certification content you add here appear in every iMAC\'s Study Resources section on their portal. Group them with the Category dropdown.
Study & Certification Materials
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Document Compliance — All Agents
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