Built by USHA agents, for USHA agents

Full control of your
insurance business.

Built for USHA agents tired of spreadsheets. PRIM tracks every lead, every commission, every dollar — automatically. Smart Import reads your statement in 30 seconds. Your CPA dashboard tells you the truth your spreadsheet never could.

Start your 7-day trial See how it works
Bank-grade security Set up in under 5 minutes Cancel anytime
primtracker.com / cpa-dashboard
CPA Dashboard
Week of May 12 · 3 leads closed
▲ Trending
Revenue
$48,290
+18%
CPA
$127
-12%
Won
34
+6
Revenue · last 12 weeks
+34% MoM
Premier Advantage · Issued$1,250Issued
Secure Advantage · Pending$890Pending
Health Access · Issued$1,485Issued
Trusted by producers

Agents are already getting paid faster.

0+
Agents on PRIM
$0K+
Tracked in commissions
0s
Statement parse time
0hrs
Hours saved per week
What you get

Six tools your spreadsheet
was never going to give you.

Each one was built because an agent needed it on a Monday at 6am. Scroll through.

Smart Import (AI)

Drop your statement. Watch it parse.

PRIM uses Claude Vision to read USHA statements in 30 seconds. Every advance, residual, chargeback — auto-categorized. No more retyping rows from a PDF.

USHA-Account-Summary-2026-04.pdfParsed in 27s
Advance · Premier Advantage$1,250.00
Renewal · Health Access III$28.00
Chargeback · Secure Advantage-$485.00
Override · Premier Choice$320.00
Renewal · Premier Advantage$28.00
Claude Vision · 47 rows extracted · 0 manual edits needed
CPA Dashboard

Your real cost per acquisition.

Not estimated. Not generic. Your true CPA, by source, by month, by tier. See where your money actually goes — and where it should go more of.

Revenue
$48,290
CPA
$127
Net
$31,840
This week vs last
MonTueWedThuFriSatSun
Commission Calculator

Every tier, every product, every state.

Plug in a deal — PRIM tells you exactly what you earn at WA, CA, FTA, FSL. Plus advance, association, add-ons, splits. The calculator USHA never built.

Premier Advantage · $289/mo7.5 mo advance
WAWriting → Field Sales Leader$680
CAWriting → Field Sales Leader$1,020
FTAWriting → Field Sales Leader$1,360
FSLWriting → Field Sales Leader$1,700
Switch to FSL → +$1,020 per Premier Advantage close
Prospects Mini-CRM

Kanban that knows your pipeline.

Drag deals through stages. Source-coded cards. Built-in appointment reminders. No more spreadsheets, no more sticky notes, no more "who was I supposed to call?"

WEBBY SET4
Sample prospect
AGED LEAD
Sample prospect
BOUGHT LEAD
Sample prospect
ELITE EXCLUSIVE
CONFIRMED6
Sample prospect
BOUGHT LEAD
Sample prospect
ELITE EXCLUSIVE
Sample prospect
PREMIUM SHARED
APPT SET3
Sample prospect
ELITE EXCLUSIVE
Sample prospect
PREMIUM SHARED
Sample prospect
AGED LEAD
Post-Sale Email Automation

Welcome customers in your brand.

When a deal closes, PRIM fires a polished post-sale email from your domain — with the policy details, your contact info, and the right Dear Doctor Letter attached. Set it once. Never forget again.

Your new policy
{agent_name}
Licensed Insurance Agent
Hi {customer_first_name},

It was a pleasure helping you find a new health insurance plan. I would like to thank you for your business...

Your Policy
Plan{main_product}Policy{policy_number}
Dear Doctor Letter · auto-attached per product
PRIM auto-fills these tokens at send time. Customer data never appears in any mock or marketing surface.
Built by an agent

Not by a software founder pretending.

PRIM is built by an active USHA agent who got tired of spreadsheets and decided to fix it. Every feature exists because a real producer needed it. Not a single dashboard built "to look nice in a demo."

Founder
Juan Trejo
Active USHA agent
“I built PRIM because I needed it. Now you can use it too.”
Product walkthrough — 60s
See it in action

A 60-second tour of your new control panel.

Real screens, real workflows. Watch every part of PRIM — dashboard, deals, books, reports — work together in one place. Tap to unmute.

Real CPA — invested, earned, ROI, true net.
Every deal auto-reconciled by source + campaign.
Post-sale emails that fire themselves on close.
Model splits + tiers without touching a spreadsheet.
Start your 7-day free trial
How it works

Three steps. Under five minutes.

01

Sign up + drop your last USHA statement.

AI parses every advance, residual, and chargeback in under 30 seconds. No retyping.

02

Import your spreadsheet or CRM export.

Airtable, Excel, Google Sheets — PRIM’s AI auto-maps your columns to the right fields.

03

Track every deal, every dollar, every week.

Your CPA dashboard updates as you log activity. Post-sale emails fire automatically when deals close.

Pricing

Pick the plan that fits.

Every plan starts with a 7-day free trial. No long contracts.

Starter
Solo agents tracking their own book.
$49.95/ month
  • Smart Import (AI)
  • Vendor memory
  • Prospects mini-CRM
  • Commission Calculator
  • PRIM Assistant
Start trial
Most popular
Pro
Producers who care about real numbers.
$99/ month
  • Everything in Starter
  • CPA Dashboard + True Net
  • Bulk AI Re-categorize
  • Statement reconciliation
  • Post-sale email automation
  • Priority support
Start trial
Team
FSLs managing downline + overrides.
$200/ month
  • Everything in Pro
  • Override commission tracking
  • Multi-agent admin
  • Team insights
  • Cold outreach sequences
  • White-glove onboarding
Start trial
FAQ

Questions, answered.

Yes. All data is stored in Supabase with row-level security — only you can access your own records. Stripe handles all payment data (we never store cards). Emails route through Resend with signed webhooks. The same security stack used by Vercel, Notion, and other modern SaaS products.

Ready to stop tracking
in spreadsheets?

7 days free. Cancel anytime. Built by an agent who got tired of guessing.

Start your free trial