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.
Thirteen things your team enters. Eleven screens that read them. Forty-four connections, all traceable — log one sale and watch nine screens move.
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. It installs straight from your browser, shows the same live numbers your office sees, and logs a sale from the parking lot in seconds.
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.
The leaderboard ranks you for the region. The filing software remembers the policies. The portal serves the carrier. None of them was built for the owner's whiteboard — team production, producer pay, marketing dollars, and what the agency actually keeps. Here's an honest look at where the usual tools stop, and where AgencyTracker Pro starts.
Ranking offices for the carrier — submitted apps, monthly imports, a trophy graphic when your office moves up three spots. It's a scoreboard for their contest. It has never once known what your producers get paid, what a lead cost you, or whether the month that won the banner actually made you money.
Your scoreboard, pointed at your business: production the moment it's logged, each producer's pay computed from your comp plan, and the owner's bottom line on the same screen as the bragging rights.
Being the system of record — client files, forms, downloads, the month-end close. Essential, and completely indifferent to the questions an owner asks daily: who's producing, what are they owed, which marketing dollar worked. Its idea of commissions is importing the carrier statement after the month is already over.
We're the performance layer, not the filing cabinet. Live team scoreboard, owner-defined comp plans, and marketing ROI — while the month is still happening, not after it closes.
Moving strangers toward a quote — funnels, campaigns, renewal automation. Genuinely good at it. But the day a lead becomes a sale, the story it tells ends, and the story you care about begins: what the sale pays your producer, what that lead source really cost per household, and what the agency kept.
Comp plans, PTO, and timeclock standard in every plan — alongside the agency P&L and per-source marketing ROI that pipeline tools leave to your spreadsheet.
The carrier's side of the relationship — customers, opportunities, service tasks, policy alerts. Your producers, though, are your employees on comp plans you set. The portal was 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 | Production tracker | Policy system | Lead CRM | Spreadsheet |
|---|---|---|---|---|---|
| Live team activity scoreboard | Included | Submitted apps only | Not documented | Partial | By hand |
| Owner-defined comp plans (tiers, new/renewal, FS) | Included | Not documented | Statement splits | Top tiers | Fragile formulas |
| Agency P&L | Included | Not documented | Accounting-side | Not documented | By hand |
| Marketing ROI per lead source | Included | Not documented | Not documented | Not documented | By hand |
| PTO requests + timeclock | Included | Not documented | Not documented | Top tiers | Not documented |
| Answers to the owner, not the carrier | Included | Not documented | Vendor-first | Varies | Included |
Every month, Consult-tier owners receive an eight-section review of their own book — who produced, where pay leaked, which marketing dollar worked, and what to change next month. Written to be acted on, not filed. Here's July's review for our demo agency, exactly as customers receive it.
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.