How to navigate your agent dashboard.

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Agent Dashboard Steps

Learn how to navigate through your agent dashboard.


  1. Go to in your browser and log in.
  2. This will take you to your agent dashboard.
  3. From here, you will be able to view your dashboard, book of business, business tools and more.
  4. If you click the filter button, it will allow you to display the data below by today, yesterday, the last 7 days, and so on.
  5. Once you select your option, click on filter.
  6. If you click on the toggle button on the right, you can switch between showing app count and premium.
  7. This will update the graphs below
  8. Below you can view your current agent rank, downline rank, all the way through to your overall placement by apps.
  9. These rankings are based on issued year to date overall, and this is updated weekly in the chart and graph section.
  10. You can hover over each graph to view more specific information.
  11. You can also minimize or close a chart by clicking the respective icon in the top right corner of each individual chart.
  12. To reset your dashboard, refresh your browser


If you have any questions, please reach out to HelpDesk at

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ReaganAI offers real time metrics across 100+ carriers and agent ranking across our entire agent force.

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