Built by agency owners, for agency owners.
Live goal tracking across every product line — premium, commissions, and pace at a glance.
Single line 3%, multi-line 6%, multi-line + financial services 8% — your tiers, applied to every policy automatically.
Cold calls, ILP leads, quotes, closes — one-tap logging builds live funnels with conversion at every step.
App targets and FS goals per team member — progress and payouts compute live. No spreadsheet, no debate.
Requests and approvals, balances, a team calendar, and clocked hours — payroll-ready.
Inbound and outbound call totals per team member, month by month — plus a breakdown of what customers actually call about.
Every source tracked to the dollar. Cold calls close at $7.20 a sale — paid search runs $215. Now you know.
Revenue, expenses and team ROI — actuals through today, projected through year-end.
Renewal base, policies, paychecks & growth — 38 months on one line.
Included in your plan — always on.
Included in your plan. Ask about closers, ROI, retention, or bonus pace — and get answers from your real numbers, in seconds.
A real mobile app that actually works — not a shrunken desktop view. Check your numbers between appointments. Log a sale from the parking lot.
Ask questions about your data, get instant answers.
Quick-tap entry for calls, quotes, meetings.
Commissions, leaderboard, goals — all live.
Big sales, bonus tiers, team milestones — never miss a moment.
Every tool on your desk was built for a slice of your day — none of them was built for the owner's whiteboard: team production, producer pay, marketing dollars, and the bottom line. Here's an honest look at where the usual tools stop, and where AgencyTracker Pro starts.
Being the system of record at independent, multi-carrier agencies — policy lifecycle, client files, ACORD forms, carrier downloads, and agency accounting. Their commission tools live in the accounting workflow: import the carrier statement, calculate the splits, close the month. And they're marketed to independent agencies — if you're captive, the multi-carrier plumbing was never built for your world.
We're the performance layer, not the filing cabinet. Live team scoreboard, owner-defined comp plans, and marketing ROI — for independent and captive agencies alike.
Moving leads through a funnel — pipelines, drip campaigns, renewal automation, SMS. The best of them even reach into producer comp and HR on their top-tier plans. But the owner's bottom line stays out of frame: agency P&L and true cost-per-lead ROI by source still live in a spreadsheet.
Comp plans, PTO, and timeclock come standard in every plan — alongside the agency P&L and per-source marketing ROI that pipeline tools leave to your spreadsheet.
Carrier-statement processing done properly — statement imports, multi-rate splits, reconciliation that catches missed payments. Core Commissions is a pure commissions engine; AgencyBloc pairs commissions with a life-and-health agency management system. Neither is built around a P&C owner's daily scoreboard.
A composable comp engine — tiered P&C, financial-services rates, production tiers, new vs. renewal — living in the same tool as the scoreboard, the funnel, and the P&L.
The carrier's side of the relationship — customers, opportunities, service tasks, policy alerts. Your producers, though, are your employees on comp plans you set. Carrier systems were never designed to calculate your staff's pay, so owners reconstruct production-to-pay every month by hand.
Built by a captive agency owner for exactly this gap: your team, your comp plans, your scoreboard — layered on top of whatever the carrier gives you.
Anything — which is why every agency has one. Free, flexible, and fine right up until it becomes the operating system of a seven-figure book. University of Hawaii research reviewing real-world spreadsheet audits found errors in 88% of them — and multi-tier comp math gets more fragile every time you touch it.
Everything your spreadsheet does, without you being the database — and white-glove onboarding is included, so we import your last 3 years and build your comp schedules for you.
| Capability | AgencyTracker Pro | AMS | Sales CRM | Spreadsheet |
|---|---|---|---|---|
| Live team activity scoreboard | Included | Not documented | Partial | By hand |
| Owner-defined comp plans (tiers, new/renewal, FS) | Included | Statement splits | Top tiers | Fragile formulas |
| Agency P&L | Included | Accounting-side | Not documented | By hand |
| Marketing ROI per lead source | Included | Not documented | Not documented | By hand |
| PTO requests + timeclock | Included | Not documented | Top tiers | Not documented |
| Built for captive agencies too | Included | Independents-first | Varies | Included |
One price, every module, every seat. No tiers to decode, no per-producer surcharge, no feature held hostage on a higher plan.
Want a walkthrough first? Book a 30-minute demo with a working agency owner →
60-day money-back guarantee. Start today, put it to work, and if it's not right for your agency, cancel within 60 days for a full refund — no questions. Cancel anytime after that and access runs through the end of your paid term.
What agencies pay today for a piece of what this does — per year.
| What agencies pay today — for a piece of what this does | Per year |
|---|---|
| Insurance CRM / sales tool | $1,800–$4,200 |
| Per-seat producer platform (5 seats) | $6,000–$19,000 |
| Fractional analyst / consultant | $24,000–$180,000 |
| Just one unemployment claim | $4,000–$7,000 |
| AgencyTracker Pro — all of the above, in one | $1,990/yr |
Change one hire-or-fire decision. Win one unemployment claim. Replace one month of a consultant. Any single one pays for the entire year — everything else is profit.
“Activity tracking used to be a spreadsheet nobody updated. Now my team logs calls in 5 seconds and I see leaderboards live. Premium is up 34% YoY.”
“Signing up was a no-brainer. My success manager reconciles carrier statements so I get three hours of my Saturday back.”
Let's put it to work. Pay to get started, with a 60-day money-back guarantee.