$26,480
Month AP
18 policies
$274,450
YTD AP
183 policies
$19,860
Month Advance
$6,620 residuals
183
Active Policies
12 cancelled
$206,180
Net Earned
-$7,640 chargebacks
Client Carrier AP Advance Status Date
Robert Williams Aetna $1,560 $1,170 Active Jun 14
Maria Gonzalez Mutual of Omaha $1,320 $990 Active Jun 11
James Thompson Americo $1,800 $1,350 Active Jun 9
Charles Anderson Transamerica $1,440 $1,080 Active Jun 6
Dorothy Mitchell Corebridge $960 $720 Cancelled Jun 4
Patricia Davis American Amicable $1,200 $900 Active Jun 2
William Johnson Aetna $1,680 $1,260 Active May 29
Linda Martinez Mutual of Omaha $2,040 $1,530 Active May 26

Monthly Totals

2026
Month Policies AP Advance
Jan 28 $42,150 $31,613
Feb 32 $48,600 $36,450
Mar 34 $51,200 $38,400
Apr 30 $44,300 $33,225
May 41 $61,720 $46,290
Jun 18 $26,480 $19,860