NEW 2024 REPORTING SYSTEM IS LIVE. Please report any glitches to dbayne@carothersins.com


REPORTING

 

ALL reporting is DUE WEEKLY, by Saturday. You will receive automated reports from Airtable:

  • When you get a lead

  • Every Friday, reporting reminder

  • Every Monday: A weekly digest with your reported activity for the previous week.

NOTES:

  • If Marketing is out out of office, your Monday report may not reflect the most recent entries until the next report.

  • Depending on the lead source, carriers and network providers. have access to view these reports in real-time.


FORMS

 
 

Program Manager: MILOW DAVIS - mdavis@carothersins.com | 702-830-9801

Click broker name for contact info.