Agent Shield
Your protected commission dashboard
Safe to Spend
$45,230.50
Available for immediate use
Total Vaulted
$28,450.75
Protected and vesting
Outstanding Debt
$0.00
Chargebacks & advances
Vault Strategy Optimizer
Interactive commission protection calculator
30%
Conservative (10%)Aggressive (60%)
$25K
$10K$50K
Immediate Safe
$45,230.5
Available instantly
Protected Vault
$28,450.75
Vesting over time
Risk Level
MEDIUM85% coverage
Chargeback Buffer:12 months
Risk Coverage:85.0%
Protection Score:87
Smart Recommendations
Optimal balance between protection and liquidity
Commission Trends
Commission earnings over time with vault breakdown
Balance Breakdown
Distribution of agent funds
Safe to Spend
$45,230.5(61.4%)
Vaulted
$28,450.75(38.6%)
Total Balance$73,681.25
Book of Business Metrics
Your portfolio health and risk indicators
Book Value
$450,000
Total portfolio value
Retention Rate
94.5%
Policy retention
Chargeback Rate
2.1%
Historical chargebacks
Vault Rate
%
Commission protection
Risk Assessment
Low RiskDrawdown vs Book Value0.0%
✓ Drawdown is within safe limits. Your book of business is healthy.
Vesting Schedule
Track your commission releases
Life Insurance - LI-2024-001
Commission from 9/30/2024
Remaining Vaulted$2,500.00
Already Vested$0.00
Started: 9/30/2024Next vesting: 10/31/2024Completes: 3/31/2025
Health Insurance - HI-2024-045
Commission from 10/4/2024
Remaining Vaulted$960.00
Already Vested$0.00
Started: 10/4/2024Next vesting: 11/4/2024Completes: 1/4/2025
Recent Commissions
Latest payment history
Life Insurance
9/30/2024
$5,000.00
ActiveHealth Insurance
10/4/2024
$3,200.00
Active