Know your agency's numbers without a spreadsheet
Sales, calls, policies and carrier activity in one place, updated from your carriers, with every number one click away from the sales behind it.
Sales against your goals
Daily, weekly, monthly and year-to-date premium and policy counts, each measured against the goals you set for the agency.
By producer, carrier and line
See who wrote what, with which carrier, in which line of business, and how this month compares with the months before it.
Click any number for the detail
Every number opens the sales behind it: the customer, carrier, producer, effective date and premium. No more asking where a total came from.
Recorded from your carriers
New business, renewals and cancellations come from your carriers' own reports, so the numbers match the carriers instead of someone's memory.
Commissions and profit and loss
Estimated commissions by carrier, and the agency's profit and loss with producer pay, so you can see what the sales are worth.
Calls and a nightly email
Call reports by agent and by hour, and a nightly email report so the team sees the day's numbers without logging in.
FAQ
Questions agencies ask
- Where do the sales numbers come from?
- Sales are recorded from your carriers' own reports and from sales your team enters, so new business, renewals and cancellations stay current.
- Can I see production by producer?
- Yes. Every sales report breaks down by producer, carrier and line of business, and each number opens the sales behind it.
- Does it show commissions?
- It shows estimated commissions by carrier and the agency's profit and loss, including producer pay.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.