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The next generation of
agency intelligence.

Your whole agency, on one screen.

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Your agency · one screen

Are you running your agency, or guessing at it?

Good morning, Sam.
Agency pacing +18% vs last month
Live · synced just now
Apps issued
184
↑ 23 this week
Premium
$152K
↑ $28K WoW
Commission
$24,380
↑ 14.2%
Households
1,225
↑ 34 this mo

Premium growth · last 18 months

Auto Fire Life
Activity tracking

See what's actually converting.

Every cold call, quote, and close — tracked and turned into a rate. Automatically.

Group your process into stages. We'll show you where it breaks down.

Bundle 3–4 related activity types into a single “Special Activity” bubble — like ILP Calls → ILP Quoted → ILP Written. The app auto-computes conversion at every stage, plus the overall end-to-end rate. No spreadsheet. No consultant. Your numbers, your process, computed the instant you log the activity.

Prospect → Quote → Close — define your own funnel stages for any line of business
Stage-by-stage conversion — see exactly where leads drop off between steps
End-to-end close rate — one number that tells you if your marketing process actually works
Tap to log — +/− buttons update counts in real time, ratios recalculate instantly
ILP's
Step 1
50
ILP Calls
Step 2
5
ILP Quoted
Step 3
1
ILP HH Written
10%
Quoted / Calls
20%
Written / Quoted
2%
Overall close rate
Six modules, one platform

Interactive. Beautiful. Actually useful.

Every card below is live. Hover, click, and explore — the same way your team will.

Commissions
Every policy, every penny, every carrier.
Tiered, bonuses, ladders — your structure, applied automatically. Hover the number.
$24,380
April payout · 184 policies
↑ $3,041 reconciled back this month
Activity
Lead measures, live.
82%
Calls
65%
Quotes
91%
Meetings
Leaderboard
Who's winning this week?
1
SN
Sarah N.
$38.2K
2
JD
Jake D.
$31.4K
3
ML
Maria L.
$25.9K
4
TW
Tyler W.
$21.1K
Book growth
3-year view, one glance.
AI Search
Ask in plain English.
Included on every tier — even DIY.
Sarah Nguyen leads auto close rate at 42% (19/45 quoted). She's converting walk-ins at 3× the rate of cold calls.
Policy entry
Log a policy in 20 seconds.
Four fields. Commission calculates itself.
Carrier
Your Carrier
Type
Homeowners
Premium
$1,863.00
Commission
$186.30
Save policy →
Reconciliation
Find missing commissions automatically.
We match your carrier statements against logged policies. Discrepancies get flagged before you cash the check.
Matched
$21,339
Discrepancy
$3,041
Mobile app

Plan your business strategy on the go.

A real mobile app that actually works — not a shrunken desktop view. Check your numbers between appointments. Log a sale from the parking lot.

AI search from anywhere

Ask questions about your data, get instant answers.

Log activities in 5 seconds

Quick-tap entry for calls, quotes, meetings.

Real-time dashboards

Commissions, leaderboard, goals — all live.

Push notifications

Big sales, bonus tiers, team milestones — never miss a moment.

Your agency, in your pocket.
Premium MTD
$152K
↑ 18%
My commission
$6,840
↑ $1.2K
Activities today
14 / 20
70%
Weekly premium
Marketing ROI

Running an agency on gut feel costs more than you think.

See exactly which lead sources make money — and which ones burn it.

Marketing ROI by Source
April 2026
Source Spend Sales Gross Team Net ROI
Cold Call $0 38 $6,840 $2,052 $4,788 ∞
Walk-in $0 52 $11,440 $3,432 $8,008 ∞
Digital – Google $2,400 24 $4,920 $1,476 $1,044 +44%
Direct Mail $1,800 9 $1,620 $486 -$666 -37%
Social – Facebook $900 14 $2,660 $798 $962 +107%
Total spend: $5,100 Net return: $14,136 Blended ROI: +177%
14 Day Risk-Free Test Drive — no credit card, no commitment

Pick the tier that matches how much help you want.

Same software for every tier. The difference is how much of the setup we do for you.

Tier 01 · DIY
“I'll set it up myself.”
$149.99
per month · billed monthly
$0 setup · sign up online, import your own data
Start 14-day free trial →
Everything included
✓
Full AgencyTracker app — all modules, unlimited policies$2,400 value
✓
AI Search & AI sales coaching$1,200 value
✓
CSV/Excel import for commissions & activities$400 value
✓
5 pre-built commission structures$600 value
✓
Mobile app (iOS + Android)included
✓
Monthly auto-generated reports$600 value
✓
Email support (48-hr response)$300 value
Total value
$5,500 $149.99/mo
★ Most agencies pick this
Tier 02 · Pro
“Set it up with me.”
$249.99
per month · billed monthly
$500 one-time setup fee
Start Pro trial →
Everything in DIY, plus
+
White-glove data import — we load 3 years of history for you$2,500 value
+
Custom commission schedule build — tiered, bonuses, overrides, ladders$1,800 value
+
Agent onboarding sessions (2× 60-min group training)$900 value
+
Custom lead & lag measures configured for your team$700 value
+
Priority chat support (4-hr response)$1,200 value
+
Quarterly 30-min strategy review$2,000 value
+
Branded TV leaderboard mode$400 value
Total value
$15,000 $249.99/mo
Tier 03 · Concierge
“Do it all for me.”
$399.99
per month · billed monthly
$1,000 one-time setup fee
Book a Concierge call →
Everything in Pro, plus
+
5 years of data imported — full historical picture from day one$4,000 value
+
Monthly custom reports — tailored to your agency's specific KPIs$3,600 value
+
Full customization — dashboards, commission structures, branding$5,000 value
+
Dedicated success manager — your direct line, named human$6,000 value
+
Carrier statement reconciliation — done for you, every month$3,600 value
+
Monthly agency-performance review call (60 min)$4,200 value
+
24/7 phone support · 1-hour SLA$2,400 value
Total value
$43,800 $399.99/mo

Sign up this month — keep these bonuses forever.

Every tier signed this month locks in these extras at zero cost. They don't disappear on renewal.

“Agency Playbook” PDF
56-page operations guide
$497
1:1 onboarding call with Carter
Co-founder, 60 min, once
$800
Private community access
Agency owners & top producers
$1,200/yr
Receipts

Agencies don't switch tools. Unless it works.

★★★★★

“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.”

CV
Carter Valentine
Valentine Agency · 4 producers
+34%YoY premium
★★★★★

“Concierge tier was a no-brainer. My success manager reconciles carrier statements so I get three hours of my Saturday back.”

MR
Maria Redmond
Redmond Partners · 12 producers
3 hrsSaved / week
Questions

The things we get asked all the time.

What's the real difference between DIY and Pro?

+
Same software, identical features, including AI. The difference is setup. DIY = you import your own data and configure commission structures yourself. Pro = we load 3 years of history, build your custom commission schedules, and train your agents over 2–3 calls. If you have 5+ producers or a non-trivial commission structure, Pro pays for itself in the time saved.

What makes Concierge worth the extra cost?

+
Concierge goes back 5 full years of data (vs 3 on Pro), includes monthly custom reports built around your agency's specific KPIs, a dedicated success manager, and carrier statement reconciliation done for you every month.

Can AgencyTracker Pro handle my commission structure?

+
Yes. We build tiered, bonus-based, and ladder commission structures to match exactly how your agency pays out. Custom structures are standard on the Pro and Concierge tiers, and DIY ships with several pre-built templates you can adapt yourself.

Can I start on DIY and upgrade later?

+
Yes. Your data comes with you. Upgrades are prorated, and the setup fee is waived if you upgrade within 60 days of a DIY subscription.

Is there really a mobile app?

+
Yes — a real native-quality app on iOS and Android. Log activities, check commissions, view leaderboards, and use AI search, all from your phone. Included on every tier at no extra cost.

Is our agency data safe?

+
Row-level tenant isolation. Data encrypted at rest and in transit. You can export everything, any time, in one click. If you leave, you take your data with you.

Your agency is already producing the data.

Let's put it to work. 14-day trial, no credit card, cancel anytime.

Start 14-day free trial → Try the live demo →
✓ 14-day risk-free trial ✓ Cancel anytime ✓ Your data, always exportable