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Expiration Tracker
Upcoming policy expirations and renewals across all clients. Search, filter by status or line, and mark renewed.
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Past Due Accounts
Accounts with cancel-pending or earned-premium-due status. Track resolution, upload weekly reports, clear items as worked.
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Payroll Summarizer
Drop weekly payroll liability spreadsheets to combine totals across all files, with per-company breakdown and exports.
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Kingsley Imports
Take Gross + Tax payroll Excels and the Payroll Summary PDF, balance against the summary, and emit ERP-ready CSVs.
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Kingsley Processing
Pull Kingsley payroll runs from SwipeClock — employees, punch notes, accruals, and pay-period summaries — and export ready-to-file PDF and Excel reports.
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Payroll Import
Convert the weekly payroll Excel worksheet into an Execupay Sum3 import file. Dixie Hospice, Dixie Rehab, Redwood, Dixie Palliative.
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File Cabinet
Upload, search, and share policy documents. PDFs, declarations, ACORDs — private to you or shared with the team.
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Forms
ACORDs, policy change requests, payment receipts, no-known-loss letters, WC waivers — auto-filed to the cabinet.
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Commissions
Upload monthly carrier statements (PDF or CSV) and download per-agent workbooks. Includes the policy-producer index for attribution.
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My Commissions
Your own per-producer commission statements — current month and history, in Excel and PDF.
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