Click the link in that email to verify your account. Then come back here and sign in. The email may take 1–2 minutes to arrive — check spam if you don't see it.
When your advisor closes a deal, it'll show up here.
Commission Calculator
See what a deal is worth in seconds.
4.5% comp level
$
Estimated commission
$—
This estimate assumes a 4.5% comp level. Actual commission depends on the product, the client's age, and your commission level. Use this as a ballpark, not a guarantee.
Recent appointments
AllPendingScheduledClosed
Prospect
Income
Quality
Submitted
Status
No appointments yet.
Submit your first appointment and it'll show up here.
Submit an appointment.
step 1 — pick advisor. step 2 — pick a time. step 3 — log the client.
⏸
Submissions are paused on your account.
Your account is currently set to inactive, so you can't submit new appointments right now. You can still browse your past submissions and review training material.
Quick formula so you know what each case is worth before you submit it.
Take the premium, divide by 2, multiply by 0.045.
Example: a $200,000 case → $200,000 ÷ 2 × 0.045 = $4,500. A $500,000 case → $11,250.
Settings.
your profile, notifications, integrations.
Profile
Update your details. These show up on every appointment you submit.
Notifications
Payouts.
commissions earned, paid, pending.
YTD
$0
no payouts yet
Pending
$0
nothing settling
Avg per close
—
need at least 1 close
Lifetime
$0
since joining
Recent payouts
Prospect
Date
Premium
Commission
Status
No payouts yet.
As deals close, your commissions will appear here.
All submissions.
every agent · every status · click a row to update
Total Submissions
0
all time
This Month
0
submitted in current month
Pipeline Value
$0
open + scheduled
Close Rate
—
across all agents
Agent Comm. Pending
$0
awaiting funding
Agent Comm. Funded
$0
funded by advisor
Advisor Comm. Pending
$0
awaiting funding
Advisor Comm. Funded
$0
funded
All submissions
AllPendingScheduledClosedLost
Agent
Prospect
Deal size
Comp %
Split
Submitted
Status
Agent comm.
Advisor comm.
Actions
No submissions yet.
As agents submit appointments, they'll appear here.
Agent performance.
submissions · close rate · revenue per agent
Leaderboard
Agent
Email
Submissions
Closed
Close Rate
Total Premium
Total Commission
Status
No agents yet.
When agents sign up and submit, you'll see them here.
Analytics.
page views · CTA clicks · form submits · last 7 days vs 30 days
Events (7d)
0
last 7 days
Page Views (7d)
0
total /page hits
Sessions (7d)
0
unique tabs
Submissions (7d)
0
tracked submission_created
Top events (last 30 days)
Event
Count
Last fired
No events yet.
Events will appear here as agents use the site.
Top pages (last 30 days)
Page
Views
Advisors.
promote agents to advisors · manage Calendly URLs and webhooks
All people
Name
Email
Role
Calendly URL
Webhook
Active
Actions
No people yet.
Once people sign up, you can promote them to advisors here.
★ Agent Leaderboard.
your team. your numbers.
Active Agents
0
submitted this period
Submissions
0
total assigned
Closed Deals
0
— close rate
Premium Funded
$0
across all funded deals
Top Earner
—
$0 in commission
The leaderboard
Premium ▼CommissionClosesClose RateSubmissions
#
Agent
Subs
Closed
Close %
Total Premium
Agent Comm.
Avg Deal
Last Sub
No agents yet.
When agents submit appointments, they'll show up here.
↑ tap "Snap stats" then take a screenshot to share — clean numbers, no commission splits or comp rates exposed.
My pipeline.
prospects assigned to you · update status · mark commissions paid
Total Assigned
0
all time
Open Pipeline
0
pending + scheduled
Closed
0
conversion rate
Total Premium
$0
across closed deals
Commission Owed
$0
closed but not yet paid
Commission Paid
$0
marked paid out
Assigned submissions
AllPendingScheduledClosedLost
Prospect
Deal size
Comp %
Split
Submitted by
Submitted
Status
Agent comm.
Advisor comm.
Actions
Nothing assigned yet.
As agents submit appointments to you, they'll appear here.
Promote to advisor
—
Update submission
—
Deal details
$
Type the carrier's comp rate on this product. Any value 0.1–15.
Auto-fills from split type. You can override for edge cases — must total 100.
Total Commission
$—
Agent Gets
$—
Advisor Gets
$—
S
Install SMA
One tap to launch. Works offline.
Terms of Service
Effective: January 1, 2026
Welcome to the Set More Annuities ("SMA") agent portal. By creating an account, you agree to these terms.
1. What SMA Is
SMA is a free internal training and operations platform. It helps independent agents submit appointment requests, track pipeline status, and access sales training materials. SMA is not a broker-dealer, investment adviser, or insurance company.
2. Eligibility
You must be 18 or older and authorized to sell insurance or annuity products in your state. You are responsible for maintaining any required licenses and appointments.
3. Your Account
You agree to provide accurate information and keep your credentials secure. You are responsible for all activity under your account. SMA may suspend or terminate accounts that are inactive, fraudulent, or violate these terms.
4. Acceptable Use
You agree to use the platform only for legitimate business purposes. You will not submit false client information, attempt to access other agents' data, or use automated tools to interact with the platform.
5. Commissions
Commission estimates shown in the portal are approximate. Actual commissions depend on the product, carrier compensation schedules, client age, and your commission level. SMA does not guarantee any specific commission amount. Commissions are paid by the advising firm, not by SMA.
6. No Financial Advice
Nothing on this platform constitutes financial, legal, or tax advice. SMA provides sales training and operational tools only.
7. Limitation of Liability
SMA is provided "as is." We do not guarantee uninterrupted access or accuracy of displayed data. SMA is not liable for lost commissions, missed appointments, or technical errors.
8. Changes
We may update these terms at any time. Continued use of the platform after changes constitutes acceptance.
Questions? Contact william@cgreserves.com
Privacy Policy
Effective: January 1, 2026
What We Collect
When you create an account, we collect your name, email address, and phone number. When you submit appointments, we collect client details you enter (name, phone, email, age, state, income range, and notes). We also collect basic usage data such as page views and feature interactions.
How We Use It
Your information is used to operate the portal, route appointments to advisors, calculate commissions, and improve the platform. Client information you submit is shared with the assigned advisor to facilitate the appointment.
Who Sees It
Your data is accessible to SMA administrators and the advisors you submit appointments to. We do not sell your personal information to third parties. We use Supabase for data storage and authentication.
Data Storage
Your data is stored securely on Supabase (hosted on AWS). We use HTTPS encryption for all data in transit. Authentication tokens are stored locally in your browser.
Your Rights
You can request a copy of your data or ask for your account to be deleted by contacting us. We will respond within 30 days.
Cookies
We use essential cookies and localStorage for authentication. We use a lightweight, self-hosted analytics script that does not use cookies and does not track you across sites.
Changes
We may update this policy as needed. Material changes will be communicated through the portal.