AgencyTracker Pro

The complete guide — every tab, what it does, and where the numbers come from.

For agency owners and their teams · Covers the app as it stands today

Start here#

AgencyTracker Pro (ATP) is a production tracker for insurance agencies. It answers four questions your carrier's reports do not answer together in one place:

• What did each person on my team actually produce this month?
• What am I paying them for it, and what is left for me?
• Which of the things I spend money on are producing business?
• Are we on pace, right now, to hit the month?

Everything in ATP flows from one habit: sales get logged, and activity gets logged. Once those two things happen daily, every other screen in the app fills itself in. If nothing is being logged, most of ATP looks empty and none of it is wrong — it is waiting.

Two kinds of user#

ATP has exactly two roles, and the difference is visible the moment someone signs in.

Managers (the agency owner, and anyone the owner promotes) see all twelve tabs, including the money and configuration screens: Settings, Marketing, Agency P&L, Service, and Book of Biz.

Team members (producers, service staff) see seven: Dashboard, Commissions, Activity, Bonus, Leaderboards, Time, and AI Search. On the Commissions tab a team member only ever sees their own sales — not a colleague's.

That split is enforced by the app, not by an honor system. A team member who types the address of a manager-only page in the browser sees an Access Restricted notice in place of the page — for example, Only managers can access Settings.

The twelve tabs at a glance#

How to read this guide#

Each tab has its own section, and each section has the same shape: what the tab is for, what you are looking at, how to do the main jobs on it, where each number comes from, what to watch out for, and a five-minute exercise.

You do not need to read it front to back. If you are setting up a new agency, work through Getting started and Set up in the right order below, then read Commissions properly and skim the rest. If you are a producer who has just been invited, read The team member's first week near the end — that is the whole job in two pages.

On phones#

ATP works in any browser and installs to a phone home screen like an app; there is also an iPhone app. The tabs are the same everywhere. On a phone, the four most-used tabs sit in the bottom bar and the rest live behind the More button — the three dots at the right end of that bar.

One phone-only difference worth knowing: the conversational half of AI Search runs on phones and in the installed app only. On a desktop browser you still get the built-in search, which answers the same questions from your own data.

Getting started#

If you are the agency owner#

1. Create your account at agencytrackerpro.com. Use a personal email address, not a work one — work mail filtering routinely swallows the automated monthly recap and qualification emails ATP sends, and you will think the feature is broken when it is only being eaten.
2. Choose a password of at least eight characters.
3. On first sign-in you get a one-screen welcome: "Your agency is ready — a clean slate with your account set up as the owner." Click Get started →.
4. You land on the Dashboard with a four-step setup checklist waiting for you. Work through it in order; the next page of this guide explains why the order matters.

Your agency starts genuinely empty. There is no sample data to clear out and nothing fake in your numbers.

If you were invited to an agency#

Your manager sends the invite from Settings → Agents → Invite. You will get an email with a join link that is good for fourteen days.

1. Open the link from the email, on any device.
2. Create your account with the same email address the invite was sent to. This matters — the invite is locked to that address, and signing up with a different one lands you outside the agency.
3. You are dropped straight into your agency with the role your manager gave you.

If you create an account first and then try to open your agency's address, you will see "Your account doesn't have access to this agency yet. Ask your manager to send you an invite." That is the expected behavior, not a fault. Ask for the invite.

If the link has expired, ask your manager to send a fresh one — they can reissue it in seconds.

Put it on your phone#

There is no "install" button inside ATP; your phone offers it.

• iPhone: the AgencyTracker Pro app is on the App Store. You can also open the site in Safari, tap the share button, and choose Add to Home Screen.
• Android: open the site in Chrome and use Install app / Add to Home Screen from the browser menu. That gives you the full app — no store, no wait.

Installed, ATP opens full screen and keeps working when your signal drops. Anything you enter offline is saved on the device and pushed up the moment you are back on a connection, including after you close the app and come back later.

Signing in after that#

Same address, same email, same password. Forgot password? on the sign-in screen sends a reset link.

If you ever see a red bar across the top of the app saying your data is out of date, stop entering and reload the page before you continue. The bar says why: someone else on your team saved while you had the page open. Click Refresh now and carry on.

Set up in the right order#

ATP stamps values onto records at the moment you save them. A sale saved before you have built the pay structure it belongs to gets whatever rate existed at the time, and it keeps it. That single fact is why the order below matters more than it looks.

Budget about ninety minutes for the whole thing. You can stop after step 3 and start logging sales the same day.

1. Add your people — 15 minutes#

Settings → Agents. Add everyone who sells or services, including yourself. Then invite them so they can sign in and log their own work.

Do this first because every sale, activity, and paycheck attaches to a person. Sales logged before a producer exists have to be re-pointed by hand afterward.

2. Build the commission structures you actually pay — 30 minutes#

Settings → Commission Structures. Create one structure per pay arrangement in your office, then assign each person to theirs on the Agents tab.

This is the step people rush and regret. Take your actual comp agreement out and translate it — flat percentage, tiered by volume, different rates for Financial Services and Property & Casualty, salary plus override. ATP has a structure type for each of those shapes.

Do this before you log a single sale. Commission is calculated when the sale is saved. Change the structure a month later and yesterday's sales keep yesterday's math.

3. Set goals — 10 minutes#

Settings → Goals. Give the agency and each person a monthly target.

Goals are what turn the Dashboard from a list of numbers into a pace. Without them the Dashboard tells you what happened; with them it tells you whether it is enough.

4. Log your first sale — 5 minutes#

Commissions → Add Commission. Enter one real sale from this week, end to end. Check that the commission ATP calculated matches what you expect to be paid.

If it does not match, the structure in step 2 is wrong. Fix it now, while there is one record to re-enter and not four hundred.

5. Set up your lead sources — 15 minutes#

Marketing. Add every source you spend money on — each internet lead vendor, direct mail, sponsorships, referral programs — then enter last month's spend and lead counts for each.

From then on, tag sales with their source as you enter them. A source with spend but no tagged sales looks like a dead loss on the reports, and the usual reason is that nobody tagged anything.

6. Turn on the daily habits — 15 minutes#

Settings → Call Categories and the activity types on the Activity tab. Set up the handful of things you actually want counted, and no more. Six categories your team fills in beats twenty they ignore.

Then tell your team the rule out loud: sales go in the day they are written, activity goes in before you leave.

7. Everything else, when you need it#

Teams, the time-off policy, service and retention tracking, Book of Business snapshots, and the group leaderboards can all wait until the first two weeks are running smoothly. None of them are prerequisites for anything above.

The one rule that costs money if you get it backwards#

Enter Financial Services sales before Property & Casualty sales for the same month.

Several pay structures set the P&C rate according to how much Financial Services business was issued that month. ATP reads that FS total at the moment you save the P&C sale. Enter the P&C first and it is rated against an FS total of zero — the lowest band — and it keeps that rate.

Enter FS first, then P&C, and every P&C sale is rated correctly the first time. The Commissions section explains how to repair records that went in the wrong way around.

Dashboard#

Who sees it: Everyone on the team. A few cards are managers only. Use it for: Seeing how many applications the office has written in a chosen period, how that tracks against goal, and who is producing. Takes about: Two minutes a day to read. It shows nothing until team members, goals and sales exist elsewhere in the app.

What this tab is for#

The Dashboard is the first screen anyone sees after signing in, and it answers one question: how are we doing right now. You pick the window — a day, a week, a month, a quarter or a year — and every number on the screen re-scopes to it.

AgencyTracker Pro (ATP) builds this screen from records entered on other tabs. Sales come from the Commissions tab, targets come from Settings → Goals, activity counts come from the Activity tab. Nothing on the Dashboard is typed in directly except a sales contest.

A manager uses it to decide who needs coaching and whether the month is on track. A producer uses it to see where they stand against their own targets and against the rest of the office.

One thing to hold onto before you read a single number: the headline tiles count applications submitted, not policies issued. An application that never goes into force still counts here.

The screen, top to bottom#

• Get your agency set up — a four-step checklist for brand-new agencies. Managers only. It disappears for good once all four steps are done or you click Dismiss.
• Header — the word "Dashboard" with the period you are viewing underneath it, such as "July 2026" or "Week of Jul 26 – Aug 1, 2026", and a Live Data badge on the right.
• Controls card — the ‹ and › arrows step the period back and forward. The period buttons are Daily, Weekly, Monthly (the default), Quarterly and Annually. A Today button appears once you have stepped away from the present. The Team Member dropdown narrows everything to one person. Huddle mode is a managers-only button, and it appears on desktop only.
• Summary row — four tiles: APPS, PREMIUM, COMMISSION and AVG / POLICY.
• Goal Progress — a bar per line of business (Auto, Fire, Life, Health, Commercial) against the monthly targets from Settings, scaled to the period you picked. The whole card stays hidden until at least one goal is entered.
• Win the Day — the daily scoreboard. Each team member has daily targets and a cutoff time, and the card shows who has already won the day.
• Contests — live in-office leaderboards with standings that update as sales are logged.
• Team Member Production — a ranked list of producers with apps, premium and commission. It shows only when Team Member is set to All Members and the agency has more than one person.

How to change the period you are looking at#

1. Click Daily, Weekly, Monthly, Quarterly or Annually. Every tile, the header label and Goal Progress re-scope.
2. Click ‹ to step back one period — last month, last quarter, and so on.
3. Click › to step forward. It is greyed out once you are back at the present; you cannot look into the future.
4. Click Today to jump straight back to the current period. That button appears only when you have navigated away.

Switching the period button also resets you to the current period, so use the arrows for history and the buttons for the shape of the window.

Two things to know about the numbers as you move around. At the current period the range always stops at today, so "Monthly" means month-to-date, not the whole month. And the Monthly view at the current period is the only one that shows the pace tick and the Ahead of pace / On pace / Behind pace chip, which compares where you are against how many business days of the month have gone by.

How to check one team member#

1. Open the Team Member dropdown in the controls card.
2. Pick a name. The four tiles narrow to that person, and Goal Progress switches from team goals to that person's individual goals.
3. Pick All Members to go back. The Team Member Production card returns with it.

The filter does not touch Win the Day, Contests or Huddle mode. Those always show the whole roster.

How to turn on the daily scoreboard#

Win the Day scores each person against daily targets and calls the day at a cutoff time. Until targets exist, managers see an invitation card and everyone else sees nothing.

1. In the Win the Day card, click Set daily targets. ATP takes you to Settings.
2. In Settings → Goals → Win the Day, fill in each person's Apps / day, Premium / day ($) and up to three Activities / day.
3. Set To win for each person. Leave it on All targets if they must hit every target, or pick Any 1 through Any 4 to let them win on that many of the targets you assigned.
4. Set the agency-wide Time's up at cutoff. If you leave it alone the day is called at 17:00.
5. Go back to the Dashboard. Each person now has bars, a countdown chip, and a won badge once they clear their targets.

Use ◀ and ▶ in the card header, or the date picker, to replay a past day. Today brings you back. The week and month tallies beside each name count completed business days only — weekends are skipped, and today does not count as a loss until the cutoff passes. Because targets are not stored per day, changing someone's target also changes how their past days scored.

How to run a sales contest#

1. In the Contests card, click New contest. Managers only.
2. Type a Contest name. The Start contest button stays disabled until you do.
3. Pick Scoring — Apps written, Premium written or Activities logged.
4. Pick a Line of business if you are scoring apps or premium, or an Activity type if you are scoring activities. Leave them at All lines or All activities to count everything.
5. Set Starts and Ends. The end date has to be on or after the start date.
6. Type a Prize (optional) if you are putting something up. It shows as a chip on the standings.
7. Click Start contest. The contest saves immediately and standings appear as sales are logged.

Standings show the top five, and apps contests count submitted applications, not issued policies. Withdrawn sales and imported history are left out of contest scoring.

To end a contest, click Delete on an active or upcoming one, or Clear on a finished one, and confirm. Both are permanent — there is no archive and no undo. Contests that finished more than 14 days ago stop appearing on their own.

How to run a huddle on a screen#

1. On a desktop, as a manager, click Huddle mode.
2. The screen goes fullscreen with four large numbers: APPS THIS MONTH, PREMIUM THIS MONTH, NET GROWTH and TEAM ACTIVITIES, plus a top-producers panel and any live contest.
3. Press Esc or click ✕ Exit to leave.

Huddle mode is built for a room. It shows team aggregates only — no salaries, no individual pay. It also ignores the period buttons and the Team Member filter completely and always shows month-to-date for the whole roster, so its apps number will not always match the tile above it.

Where each number comes from#

Watch out for#

• The four tiles count applications, not issued policies. They also include withdrawn applications and imported historical records. Win the Day, contests and Huddle mode leave those out, so the same month can read differently in two places on one screen. Use the Commissions → Reports tab when you need an issued view.
• Goal Progress only buckets the five named lines. Auto, Fire, Life, Health and Commercial. A sale whose policy type does not map into one of those still counts in the tiles but does not appear in Goal Progress, so the two can disagree.
• Daily goal progress uses a standard 22-business-day month. For a true read on where you stand, look at the Monthly view and its pace chip, which counts the real business days in the month.
• Nothing appears until the setup work is done. Goal Progress needs agent monthly goals in Settings. Win the Day needs daily targets. Team Member Production needs more than one person on the roster. Every number needs sales logged on Commissions.
• Deleting a contest is permanent. Delete and Clear are the same irreversible action behind one confirmation box, and there is no archive of past contests.
• The two week definitions differ. The Weekly period button runs Sunday to Saturday. The week tally inside Win the Day starts on Monday.

Try it now#

Set the period to Monthly and read the APPS tile out loud as "applications submitted this month to date". Now click ‹ to step back to last month and watch every number change, then click Today. Finally, pick one producer in the Team Member dropdown and check that Goal Progress switches to individual goals. Switch back to All Members when you are done.

Commissions#

Who sees it: Everyone on the team. Managers see the whole agency; everyone else sees only their own sales. Use it for: Logging every application the agency writes, seeing what each one pays, and reporting on premium and commission by person, source, product and month. Takes about: About a minute to log a sale once you are used to it. Set aside 15 minutes the first time.

What this tab is for#

This is the core data-entry screen in ATP, and it is where new users make the most mistakes. Every application the team writes gets recorded here: who wrote it, what product, the submitted premium, the issued premium, the dates, and where the lead came from.

ATP then works out the commission for that sale from the team member's commission structure, so nobody does the math by hand. Those records feed almost everything else in the app — the Dashboard tiles, goal progress, contests, bonuses and the growth reports all read from what you enter here.

The Sales sub-tab is the list of records and the place you add them. The Reports sub-tab turns those records into premium and commission totals by agent, source and policy type for any period, and exports them.

Order matters: enter Financial Services sales before Property & Casualty.

If your agency uses the FS-tier commission model, the rate you earn on Property & Casualty sales for a month depends on how many Financial Services applications are already entered and issued in that same month. The shipped bands are 0–2 FS apps issued for 3% on P&C, 3–9 for 6%, and 10 or more — or $6,000 of FS premium in the month — for 10%.

ATP reads that FS count at the moment you save a P&C sale. Enter an auto policy while the month still shows zero FS apps and it is rated at the bottom of the ladder. Enter the life and health sales first, and the same auto policy is rated at 6% or 10%.

Two more things that make the difference real money:

• An FS sale only counts toward the tier once it is issued. A record with no Issued Date, or one saved as Pending, does not move the P&C rate at all. Put the issued date on FS sales as soon as you have it.
• Sales added one at a time through Add Commission are re-rated for you. When you enter more FS sales later in the same month and cross a band, ATP goes back and bumps that month's earlier P&C sales up. Editing or deleting a sale does the same. Bulk Add and the AI Sales Bot keep the rate a record was given when it was created, so with those two the order you type in is the order that gets paid. Do FS first in a batch, and if a batch went in the wrong order, open each affected P&C sale and click Save Changes to re-rate it.

The habit that avoids all of this: at the start of any entry session, log the month's Financial Services applications first, with their issued dates, and only then log the Property & Casualty.

The screen, top to bottom#

In the Sales sub-tab:

• Header row — "Commissions" with a subtitle reading the record count and total commission for whatever your filters are currently showing.
• Action buttons — AI Sales Bot, Add Commission, Sales Report and Bulk Add, top right.
• Sub-tab bar — Sales and Reports.
• Filter card — Search, Agent (managers only), Status, Type, Month, Source, Sort by and Order.
• Selected bar — a red bar reading how many rows are ticked, with Clear and Delete Selected. It appears only when rows are checked.
• Confirmation card — a green Sale Saved! card that appears right after a save, listing the Reference IDs with Copy Row and Copy All for Excel buttons.
• Roll-ups — three collapsed panels: Today's Sales, This Week's Sales and This Month's Sales, each with its own copy and export buttons. These ignore your filters entirely.
• Bonus Tracker — progress bars per person toward any bonus thresholds your commission structures define. It stays hidden until a structure has a bonus configured.
• Commission list — the table of records, 50 rows at a time, with Load 50 more at the bottom.

How to log a single sale#

1. Click Add Commission.
2. Pick the Agent. The card underneath updates to show which Commission Structure applies, and the commission recalculates whenever you change this.
3. Pick a Policy Category — Auto, Fire, Life, Health or Financial Services — then the product in the sub-type dropdown that appears beside it. Financial Services has no sub-type.
4. Pick a Marketing Source if you track them. The list shows the sources configured for that agent in the Marketing tab.
5. Enter Submitted Premium ($). Commission ($) fills in on its own, and a green bar shows the effective rate.
6. Enter Issued Premium ($) if the policy has already issued. When it is present, the commission is figured on the issued premium rather than the submitted premium.
7. Check the Submitted Date. It defaults to today, and it is the date every filter and report keys off.
8. Enter the Issued Date once you have it. Setting it marks the sale paid and flags the agent as eligible for payment.
9. Click Save. The green confirmation card appears with the Reference ID.

A few notes on this form. If you type over Commission ($) the record is flagged as a manual override, with a Reset link to undo it — and an overridden record is left out of all future automatic re-rating, so use it only when you mean it. There is no carrier field and no status field; status comes from whether an issued date exists. And the Reference ID is generated for you, for pasting into your own cross-reference spreadsheet.

If you are a manager or agency owner, your own sales are saved with a commission of $0 by design. Owner-tier compensation comes from the agency residual, not the per-sale schedule. Your apps and premium still count everywhere else.

How to log a household bundle#

When one household buys several policies at once, log them as one batch so they share a Reference ID and rate as a bundle. Each policy is still counted as its own application.

1. Click Add Commission and fill in the first policy exactly as above.
2. Instead of Save, click Add Another Policy. The policy moves into a queue shown as Household — Ref REF-XXXX, and the form resets to Auto / Private Passenger for the next one.
3. Fill in the next policy and click Add Another Policy again. Repeat for every policy in the household.
4. If the agent's structure uses bundle tiers, set Bundle Tier to match what the household actually bought — for example the multi-line tier when they took auto and fire together, or the multi-line plus financial services tier when an FS product is in the bundle.
5. Click Submit Household (n policies) to save the whole queue at once.

Cancel throws away the entire queue, not one entry, so finish the household before you close the modal.

If the household has several identical policies at the same premium — three cars at $300 each, say — enter them anyway. ATP keeps them as separate records rather than collapsing them into one.

How to add a batch of sales at once#

Use Bulk Add at the end of a day or a week when you have a tally of counts and total premium by product rather than individual applications.

1. Click Bulk Add.
2. Pick the Team member. The whole batch is credited to that one person.
3. Set the Date. It is applied as the submitted date to every record in the batch.
4. Set Default status. Paid / Issued also stamps that same date as the issued date. Pending leaves the records with no issued date — which means FS rows saved as pending do not count toward the P&C tier.
5. In the product grid, type the number of applications and the total premium for each product row. The premium is divided evenly across the apps in that row, so enter the row total, not the per-policy figure.
6. In Marketing sources, type how many of the batch's apps came from each source. The tally at the bottom shows Sources: n / N and has to balance before you can save.
7. Check the footer tally — app count, total premium, and the source match — then click Save n sale(s).

Rows entered in this modal are created in the order you first typed into the boxes, and each row is rated against the FS sales already created ahead of it in the same batch. Fill in the Life, Health and Financial Services sections before you touch Auto and Fire.

Two other things worth knowing. Marketing sources are spread across the saved records at random, so only the source totals are meaningful, never which specific policy carries which source. And a row with a count but no premium blocks the save, with the premium box turning red to show you which one.

Managers also get an Import history mode in this modal, for loading past production so year-over-year trends have something to compare against. Type your own summary numbers by hand — apps written and total premium per month, from figures you already know. Pulling data directly out of a carrier system is against compliance, and this screen exists so you never have to. Imported records are flagged as historical, carry no commission, never touch paychecks or bonuses, and each import can be removed later as a batch. Import one line of business at a time where you know the split; mixed imports count in overall totals only, and will not show up under any policy-type filter.

How to log sales by talking to the AI Sales Bot#

1. Click AI Sales Bot.
2. Type what you sold, or tap the microphone and say it. Dictation works in Chrome.
3. Use product type, premium amount and date only. For example: "Sold auto policy, $5,000 premium". For several at once: "1. $3,200 home 2. $8,500 life". For a household: "Household has 3 cars and a home. Car 1 is $300, car 2 is $500, car 3 is $100, and the home is $2,000". You can add dates like "submitted 3/15, issued 3/20".
4. Press send. The bot replies with how many applications it found and shows a review card for each one, grouped into household blocks where it spotted a bundle.
5. Check every card. Fix the Agent, Type, Submitted Premium, Bundle Tier and the dates on the card itself.
6. Click Confirm n Application(s) to save them, or Discard to throw them away.

Never type customer information into the bot. No names, no carriers, no addresses, phone numbers, emails, dates of birth or policy numbers. ATP screens what you type and refuses anything that looks like customer information before it is stored, and this rule comes from your compliance obligations, not from the app being fussy. Reference IDs are generated for you, so you never need a name to identify a sale.

The commission shown on a review card is a preview. The figure that gets stored is calculated fresh when you confirm, using that agent's real FS position for the month, so check the saved rows in the list afterwards — particularly on an FS-tier structure, where the saved amount can be higher than the preview suggested.

How to edit or delete a sale#

1. Click any row in the list — or Tap to edit on a phone — to open Edit Commission. The pencil button at the end of the row does the same thing.
2. Change what you need. Editing Agent, Policy Type, Submitted Premium, Issued Premium, Bundle Tier or the renewal checkbox recalculates the commission, unless the record was manually overridden.
3. Click Save Changes. ATP stamps who changed it and when, recalculates the rate, and re-rates that agent's other P&C sales in the same month if the FS position has moved. This re-save is your repair tool when something was entered out of order.
4. To remove one record, click Delete this commission entry and confirm. This cannot be undone.
5. To remove several, tick their checkboxes, then click Delete Selected in the red bar and confirm. This cannot be undone either.

The checkbox in the table header selects the rows on the page in front of you, not every record matching your filters. Read the count in the red bar before you confirm a bulk delete.

Setting an Issued Date on a record always marks it paid, whichever status you picked. Clear the issued date if the policy is genuinely not issued yet.

How to find sales in the list#

The filter card drives the list, the header totals and the Sales Report export.

1. Set Month first. It defaults to the current month, so anything logged in an earlier month is out of sight until you change it. Pick All Months to see everything.
2. Use Search for a policy type, a Reference ID or an agent name.
3. Narrow with Agent (managers only), Status, Type and Source. (no source) finds records with no source attached.
4. Set Sort by — Date, Premium, Commission or Marketing Source — and Order.
5. Scroll to the bottom and click Load 50 more if there are more records than fit.

Click Sales Report to download the list as it currently stands to a spreadsheet. The file name always carries the current month, so rename it when you have exported a different period.

The three roll-ups — Today's Sales, This Week's Sales, This Month's Sales — deliberately ignore all of this. They always show recent sales regardless of the filters — the whole agency's if you are a manager, only your own if you are not — with Copy All for Excel and their own export buttons. Their premium figures are submitted premium.

How to run a report#

1. Click the Reports sub-tab. It keeps its own filters, separate from the Sales list.
2. Pick a period: This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year or Custom. With Custom, set From and To.
3. Narrow with Agent (managers only), Source, Status and Type.
4. Read the five tiles: Total Premium, Sales Count, Total Commission, Avg Premium / Sale and Issue Rate.
5. Scroll through By Agent, By Source and By Policy Type, each sorted by premium, and the Monthly Trend bars underneath.
6. Click Export CSV for a spreadsheet, or HTML Report for a printable version that opens in a new tab with a Print Report button.

Sales Count is a count of applications in the period, not issued policies. The n issued line beneath it and the Issue Rate tile are the issued view: a record counts as issued when its status is paid or issued, or when it has an issued date. Issue Rate is issued divided by submitted, and it colours green at 80% or better, amber at 60%, red below.

Total Premium here uses the issued premium where one exists and falls back to submitted premium otherwise. That is a different question from the one the roll-up panels answer, and it is why the same records can total differently in the two places. Reports is the view to quote when you are talking about what actually went into force.

Every export carries a confidentiality line and deliberately contains no customer-identifying column.

Where each number comes from#

Watch out for#

• Financial Services before Property & Casualty. For FS-tier agencies this decides what the office gets paid on every P&C sale in the month. Add Commission repairs the order for you; Bulk Add and the AI Sales Bot do not. If a batch went in wrong, open each affected P&C sale and click Save Changes.
• An FS sale has to be issued to count toward the tier. No issued date, or a pending status, means no effect on the P&C rate. This catches people out with Bulk Add, where Default status applies to the whole batch.
• The Month filter starts on the current month. On the first load of a session, everything from earlier months is hidden. Set Month to All Months before you decide that data is missing.
• The header checkbox selects the page, not everything. With thousands of filtered records, ticking it selects the 50 rows in front of you. Check the count in the red bar before clicking Delete Selected.
• Deletes are permanent. Single delete, bulk delete and removing a history batch all warn you once and cannot be undone.
• Editing the Commission field switches off automatic re-rating for that record, for good. It is flagged as a manual override and skipped by every later recalculation, so use Reset if you typed in the field by accident.
• Never put customer information into any of these screens — not in the bot, not anywhere else. Reference IDs exist so you can tie a record back to a customer in your own separate spreadsheet.

Try it now#

Set the Month filter to All Months and read the record count in the header. Then click Add Commission, log one Financial Services or Life policy with an issued date, and save it. Now log an auto policy for the same person, same month, and look at the effective rate in the green bar. Open the Reports sub-tab, pick This Month, and compare Sales Count — applications you wrote — against the Issue Rate tile, which is the share that actually went into force.

Activity#

Who sees it: Everyone on the team (adding, editing and deleting activity types is managers only) Use it for: Logging the daily work — calls, quotes, appointments, follow-ups, referrals, applications — against a goal, and seeing whether that work turns into sales. Takes about: 10 minutes once to set your activity types and daily goals; under a minute a day after that.

What this tab is for#

Production is a lagging number. The calls and quotes that produce it are a leading number, and this is where AgencyTracker Pro (ATP) keeps them. Every producer taps a + each time they make a call, run a quote, hold an appointment, work a follow-up or take a referral. The tab totals those taps for the day, the week or the month and shows each one against its goal.

Two questions get answered here. First, "are we doing enough activity?" — that is the ring around each bubble and the Activity Leaderboard. Second, "is the activity converting?" — that is the Sales Pipeline, which lines up calls, quotes, appointments and sales side by side and prints the conversion rate between each pair.

One thing to fix in your head before you read any conversion number on this tab: the sales figures here count applications submitted, not policies issued. "Calls per sale", "quote-to-close", the percentages on the pipeline arrows and each producer's close pill are all measured against submitted applications. The Bonus and Commissions tabs treat issued policies separately, so their close rates will not match this tab's. That is expected.

Nothing is typed on this tab except counts. The sales side of it is pulled from what your team logs on the Commissions tab.

The screen, top to bottom#

• Activity Tracker header — the range you are looking at is printed underneath (a date, a "Week of" range, or a month). On the right: Daily / Weekly / Monthly, a sync badge, Monthly call totals, and Add Activity for managers.
• Tab bar — Activity and Reports.
• Date navigation card — a back chevron, a date box and a forward chevron. Move off today and a Today button appears next to an amber "Editing past date" note.
• Imported activity card — appears only if your agency has imported monthly activity totals. Those totals are held separately from anything logged live below.
• Filters — Department and Team Member.
• Activity Leaderboard — one bar per active producer, longest bar on top, medals for the top three. It has its own Daily / Weekly / Monthly / Annually buttons.
• Special Activities — appears once a manager has built a grouped funnel bubble.
• Activity Breakdown — the bubble grid you tap. One ring per activity type, the count in the middle, and "count/goal daily goal" underneath. The ring turns green at 100 percent and adds a check mark; it shows the type's own color from 70 percent up and red below that.
• Agent Activity & Sales — one row per producer with pills for calls, quotes, meetings, follow-ups, referrals and apps, then their sales count, commission dollars and a close percentage (green at 40 percent or better, amber below).
• Sales Pipeline — a four-stage funnel, Calls → Quotes → Presentations → Sales, with a conversion percentage between each stage and a Pipeline Efficiency (Calls → Sales) strip.
• Service Activity Summary — replaces the pipeline when Department is set to Service, followed by Service Pivot Scripts, four written scripts for turning a service call into a quote.
• Activity Log — the raw entries, newest first, with time, producer, activity badge and date.

How to log a day's work in under a minute#

You do not have to tap + fifty times. The count boxes take a total.

1. Open Activity. Confirm the date card shows today. If it does not, click Today.
2. Check the period tab is on Daily.
3. Managers: set Team Member to the producer whose day you are entering. Producers see themselves selected already.
4. Type the day's total into the count box on the Calls bubble and press Enter. The box's tooltip reads "Type a total then press Enter".
5. Do the same for Quotes, Presentations, Follow-Ups, Referrals and Applications.
6. Log inbound and outbound calls with + instead — those two ask a follow-up question and cannot be typed as a total (see the next task).
7. Read the rings. Anything at 100 percent turns green and picks up a check mark.

Tap + as the day happens if you prefer live logging. Each tap writes one entry to the selected date and plays a coin sound; crossing a goal for the first time plays a longer sound instead. − removes the most recently logged entry of that type for that producer in the period.

How to log an inbound or outbound call#

Inbound calls carry a topic and a length so the Service tab can use them, so they go through a short picker.

1. Tap + on the Inbound Calls bubble.
2. Pick the topic under "What was the inbound call about?". ← Back to topics returns here if you pick the wrong one.
3. Pick a length under "Roughly how long was the inbound call?". A rough band is what is wanted — the screen says "A quick estimate is fine — your own sense of how long it ran. No need to be exact."
4. For outbound, tap + on Outbound Calls and pick a length. There is no topic step.

Call topics come from Settings > Call Categories. If none are set up, the picker shows "No call categories configured. Add some in Settings > Call Categories." and the call cannot be recorded, so set those up before your team starts logging inbound calls.

To enter a whole month of call volume at once — from your phone system's monthly report, for example — click Monthly call totals in the header, pick a Month, fill the counts under Inbound Calls and Outbound Calls for each length band, and click Save totals. Those totals feed the Service tab. They never add to, change or remove the calls logged on this tab, and the two are never summed.

How to add or change an activity type (managers)#

1. Click Add Activity.
2. Leave the toggle on Single Activity. Fill Activity Name — the placeholder suggests "e.g. Door Knocks, X-Dates, Emails Sent". A blank name will not save.
3. Enter a Daily Goal and pick a Color. The modal previews the derived targets as "Auto-Calculated Goals: Daily: X · Weekly: X×5 · Monthly: X×22".
4. Click Add Activity.

To build a funnel bubble, switch the toggle to Special (Grouped), fill Group Name, then select exactly 3 or 4 existing activities in the order they happen and click Add Special Activity. The tile then shows each step's count and the conversion between them.

To change one, click the gear on a bubble, edit Activity Name, Daily Goal or Color, and click Save Changes. To reorder, drag a bubble's handle onto another bubble — they swap and the new order saves at once. To remove one, click its × and confirm; the logged entries stay in the log and in reports.

How to run an activity report#

The Reports tab uses its own date range and ignores the date and period you set on the bubble grid.

1. Click Reports.
2. Pick a period: This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year, or Custom. Custom reveals From and To.
3. Narrow it with Agent (managers only) and Activity Type if you want.
4. Read the five tiles: Total Activities, Active Days, Avg per Agent, Avg per Active Day and Top Performer.
5. Work down By Agent, By Activity Type, By Day of Week and Daily Trend.
6. Click Export CSV for a spreadsheet, or HTML Report for a printable version that opens in a new window with Close and Print Report buttons.

Team members can open Reports, but every report they run is scoped to their own activity.

Where each number comes from#

Watch out for#

• Managers: set Team Member to a named producer before you tap +, − or type a count. On All Members the entry is credited to the first producer in your roster, with nothing on screen to tell you.
• − deletes the most recent matching entry for that producer in the period. There is no confirmation and no undo, and it may not be the entry you were looking at. Typing a lower total into the count box behaves the same way — it removes the newest entries until the total matches.
• Every sales and conversion number on this tab counts applications submitted, not policies issued. Do not compare a close rate here against a close rate on Bonus or Commissions.
• The Activity Leaderboard always shows current standings. It is anchored to today, not to the date in the date card, and it ignores the Department and Team Member filters.
• The Activity Log shows the 50 most recent entries and says so in its footer. Use Reports or Export CSV when you need the full list.
• The Reports Activity Type filter is built from the activity types your agency has added. Add your types before you rely on that filter.
• The Service Activity Summary tiles count activity types named Billing, Claims, Policy Change and Coverage Question. Create those four activity types if you want that card populated.
• Past dates stay open for editing, with the amber "Editing past date" note as the only marker. Click Today before logging so a day's work does not land on last Tuesday.

Try it now#

Open Activity on today's date with the period on Daily. Type 12 into the Calls count box and press Enter, then 4 into Quotes. Tap + once on Referrals. Tap + on Inbound Calls, pick a topic and pick a length band. Scroll to Sales Pipeline and read the Calls → Quotes percentage that those entries produced. Then click Reports, choose This Month, and click Export CSV.

Bonus#

Who sees it: Everyone on the team. Producers see only their own numbers; managers can switch between producers. Use it for: Seeing how much bonus a producer has earned so far this period, how many applications short they are of the next one, and what the whole team's compensation adds up to. Takes about: 2 minutes to read. Nothing is set up here — bonus programs live in Settings.

What this tab is for#

Comp plans are written on paper and then argued about at the end of the month. This tab does the arithmetic instead. It takes a producer's real sales for the month, quarter or year, runs them through the commission structure assigned to them, and shows a progress bar for every bonus in that structure with "N / N apps" and either the dollars earned or "Not yet".

The tab writes nothing. Every figure on it is derived from sales logged on the Commissions tab and from the bonus programs configured in Settings → Commission Structures. If a producer's numbers look wrong here, the fix is on one of those two screens.

My Paycheck, at the top, is different from everything below it. It is always about the person signed in — never the producer picked in Team Member — and it always covers the current calendar month regardless of the period selector. It includes base pay, so it carries a lock badge reading "Only you can see this" and it is never shown about anyone else.

The single most important thing on this tab is which sales count. Application bonuses count applications submitted. Premium bonuses, and every premium and commission dollar shown here, count policies issued. That is deliberate, and it means a producer will routinely see something like "38 apps" above a Recent Sales list with fewer rows in it. Nothing is broken when that happens.

The screen, top to bottom#

• Bonus & Performance header, with a back arrow, the range you are looking at, and a forward arrow. The forward arrow is greyed out once you are on the current period. A Today pill appears after you step back.
• Tab bar — Bonus and Reports.
• My Paycheck — private to you, current calendar month: base pay, your commissions issued this month, bonuses, a Projected month figure, and a "One more app is worth about:" row.
• Controls card — Monthly / Quarterly / Annually, plus Team Member for managers.
• Producer card — name, role, team and the name of the commission structure they are on, with Total Earnings on the right and four tiles: Apps, Premium, Commission, Bonus.
• Bonus Breakdown — an "App Bonuses" list and a "Premium Bonuses" list, one progress bar each. A green "Earning $X" badge appears in the header once any bonus has paid.
• No Bonus Structure Set Up — shown in place of the breakdown when the producer's structure carries no bonuses.
• Commission Opportunity — a tier ladder, shown only for agencies on a tiered FS structure.
• Production by Policy Type — issued apps, premium, commission and share of premium by category.
• Money Left on the Table — every bonus not yet reached, with how far short it is.
• Recent Sales — the 20 most recent issued sales.
• Reports tab — filters, five compensation tiles, By Agent — Total Compensation, By Bonus Type, and a Monthly Trend chart for ranges longer than a month.

How to read your bonus progress#

1. Open Bonus. Leave the period on Monthly — bonus programs are written per month.
2. Check the producer card names the right commission structure. If it says No Bonus Structure Set Up, the structure assigned to that producer has no bonuses in it.
3. Read the four tiles. Apps counts applications submitted this period. Premium and Commission count issued business only.
4. Work down Bonus Breakdown. A green bar with a dollar figure is a bonus already earned. A red "Not yet" bar shows "N more apps to reach bonus" or "$X more premium to reach bonus".
5. Scroll to Money Left on the Table for the same shortfalls in one list, each with a "P% there — N of N apps written" line.
6. Click the back arrow to step to a finished month, then Today to come back.

Managers: pick a name in Team Member to see the same page for that producer. My Paycheck does not change — it stays about you.

How to work out a bonus by hand#

Every bonus in ATP has the same four-part shape: a threshold, a base amount, an optional step, and an optional ceiling.

1. Count. For an application bonus, count applications submitted in the period. For an FS-only application bonus, count only the submitted applications whose policy type is a Financial Services type. For a premium bonus, add up the premium on issued policies in the categories that bonus lists.
2. Below the threshold, the bonus is zero. No partial credit.
3. At the threshold, the base amount is earned.
4. Past the threshold, count full steps. Divide the amount over the threshold by the step size, drop the remainder, and multiply by the step amount. A partial step pays nothing.
5. Apply the ceiling if there is one. Application bonuses can carry a maximum. Premium bonuses have no maximum — they keep stepping up.

Here is a month worked through on the Multi-Line Tiers structure that ships with a new agency. It carries two bonuses: a Total App Bonus that starts at 40 submitted applications and pays $200, then $50 more for every 5 applications past 40; and an FS App Bonus that starts at 6 submitted FS applications and pays $200, then $100 more for every 2 FS applications past 6.

A producer submits 52 applications in March, 9 of them Financial Services.

• Total App Bonus. 52 is past 40, so the $200 base is earned. 52 − 40 = 12 applications over. 12 ÷ 5 = 2 full steps of five, with 2 left over that pay nothing. 2 × $50 = $100. $200 + $100 = $300.
• FS App Bonus. 9 is past 6, so another $200 base is earned. 9 − 6 = 3 FS applications over. 3 ÷ 2 = 1 full step of two, with 1 left over that pays nothing. 1 × $100 = $100. $200 + $100 = $300.
• Bonus for the month: $600. That is the figure in the Bonus tile, and it is added to issued commission dollars to make Total Earnings.

Now the part that catches people out. Both of those bonuses counted all 52 submitted applications. If only 45 of the 52 actually issued that month, the bonus is still $600 — the application bonuses do not look at issued status at all. But the Premium and Commission tiles, Production by Policy Type and Recent Sales would all be built from the 45 that issued. A policy counts as issued when its status is paid or issued, or when it has an issued date on it.

A premium bonus runs the same five steps, with dollars of issued premium in place of a count of applications. If a structure sets a Fire premium bonus with a threshold, a base amount and a step of so many dollars, then the bar fills on issued Fire premium only — an application that has not issued moves that bar not at all.

How to check what one more application is worth#

My Paycheck answers this for the month you are in.

1. Open Bonus and read the top card. It covers the current calendar month whatever the period selector says.
2. Base pay shows your salary or hourly pay per two weeks. If it reads "—" and "not set up yet", your comp record has not been entered in Agency P&L yet.
3. My commissions counts what issued this month. Bonuses is calculated on what you submitted this month.
4. Projected month scales the month so far out to a full month.
5. Read the "One more app is worth about:" chips. Each one uses your own average take on that line of business over recent months, and adds any bonus step that one more application would trip.

The footer says it plainly: "Estimates from your comp settings and logged sales — your actual payroll is the official number."

How to run a team compensation report#

1. Click Reports.
2. Pick a period: This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year or Custom. Custom reveals From and To.
3. Managers can narrow to one person with Agent.
4. Read the five tiles: Total Compensation, Total Commission, Total Bonus, Top Earner and Avg per Earner.
5. Work through By Agent — Total Compensation (Agent, Apps, FS Apps, Premium, Commission, Bonus, Total Comp) and By Bonus Type (Bonus Type, Agents Earning, Total Paid).
6. Click Export CSV or HTML Report.

This report calculates each bonus one calendar month at a time and then adds the months together, which is how monthly comp plans actually pay. The caption above the tables says so. That makes Reports the right place to read a quarter's or a year's bonus dollars. In the Apps and FS Apps columns it counts applications submitted; Premium, Commission and Total Comp count issued business.

Where each number comes from#

Watch out for#

• Read bonus dollars on Monthly. Bonus programs are written per month, and the Quarterly and Annually views measure a monthly threshold against a whole quarter or year of applications. When you want a multi-month bonus total, use the Reports tab, which calculates each month and then adds them up.
• Application bonuses count applications submitted; premium bonuses and every premium and commission figure count policies issued. An Apps tile higher than the number of Recent Sales rows is normal, not an error.
• A bonus that is switched off in Settings → Commission Structures does not appear on this tab at all — it is not greyed out, it is absent. If a producer says a bonus is missing, check that it is enabled and that they are on the right structure.
• A premium bonus with no policy types listed against it will always read $0 premium and can never be reached. Check the policy types on every premium bonus you create.
• Money Left on the Table tells you how many applications or how much premium you are short, and the percentage of the way there. It does not put a dollar figure on the shortfall.
• Commission Opportunity always reports a single month — the first month of the range you have selected. Switch the period to Monthly before you read it, and check the month name printed on the card.
• The producer card and Bonus Breakdown stay on screen when you switch to Reports. The report's own filters and tables begin below them.
• Because a period runs up to today, this month, quarter or year is always a partial figure. Step back one period with the back arrow to read a finished one.

Try it now#

Open Bonus with the period on Monthly. Read the Apps tile and note whether the producer is on a structure with bonuses. Find one bonus in Bonus Breakdown that has not been reached and read its "N more apps to reach bonus" line. Now do the arithmetic yourself: take the applications submitted, subtract the threshold, divide by the step size, drop the remainder, multiply by the step amount, and add the base. Check your figure against the Bonus tile. Then click Reports, choose This Month, and confirm the same producer's Bonus column matches.

Leaderboards#

Who sees it: Everyone on the team — opting the office in or out is managers only Use it for: Comparing your office and your producers against other agencies, and tracking progress toward an outside program's qualification Takes about: 10 minutes to opt in and post your first month, then about a minute a month

What this tab is for#

Leaderboards answers one question: how does your office compare to other agencies using AgencyTracker Pro (ATP)? Two numbers leave your agency and go on the boards — a production count and premium. Nothing else. The badge at the top of the page, PRODUCTION TOTALS ONLY, carries the tooltip "Boards carry production totals only — counts and premium. No customer information, ever."

Seeing the boards and appearing on them are the same switch. Until a manager opts your office in, everyone on your team sees a pitch screen instead of the boards. When you opt in, your numbers publish and the boards unlock. Opt out and both reverse immediately.

There is a second, separate kind of board on this tab. If you or a producer belongs to an outside program — a hall-of-fame group, an aspirant cohort — the organizer gives you a join code. Joining adds a tab for that group and, when the organizer has configured the program's rules, a qualification tracker that tells you how many more policies you need and by when. Group boards and the general agency-vs-agency board never mix.

The screen, top to bottom#

• Header row — a trophy icon, the heading Leaderboards, the PRODUCTION TOTALS ONLY badge, and on the right a period menu (the current month, earlier months the server has, Q1–Q4 for quarters that have started, and YTD for this year and last).
• Opt-in banner — gold, managers only, shown when your office is not on the boards yet: "Your office isn't on the boards yet." with Opt my office in →.
• Qualification card — one card for the group whose tab you are on. It never shows another group's card.
• Tab bar — one tab per group you belong to, then the general individuals board (labelled Agents if you are in no groups, All agencies if you are), then Offices.
• Boards / Reports toggle — Boards is the ranked table. Reports shows line leaders and most improved for whichever tab you are on.
• Board card — the ranked table. On group boards that have a qualification engine, a control strip sits above it with Search members…, Jump to me, and Sort: Level / Sort: Raw count. Every row expands when you click it.
• My team — only if you sponsor a group and people joined through your invite link.
• Post numbers by hand — the entry grid. It appears once your office is opted in or you have joined at least one group.
• Footer strip — the join-code box (only while you belong to no groups), a Leave link for each group you are in, and Opt my office out for managers of opted-in offices.

Before you opt in, the page is a single screen headed Cross-agency leaderboards. Managers get the Opt my office in → button there. Everyone else reads "Ask your manager to opt your office in — only managers can flip that switch." The join-code box sits below it, so a producer can join a program group even while the office stays off the boards.

What each board compares#

This is the part to read slowly. The boards on this tab do not all count the same thing, and the labels do not all agree with each other.

• The hand-entry grid asks for issued policies. The form says, in bold, "Count issued policies (a paid-for count), not applications written." Each count cell carries the tooltip "Issued policies for this line — policies that actually issued, not applications." The running total under the grid reads "N issued".
• Qualification tracking runs on that same number and calls it issued. The qualification card's progress bar is labelled Issued, the gap text reads "N issued to go", and the card carries an ISSUED chip whose tooltip reads "Counts issued policies (paid-for count), not applications written."
• The ranked boards print that same number under the heading APPS. The general Agents / All agencies board, the Offices board, and any group board without a qualification engine all use the column heading APPS. So does the line-of-business detail that opens when you click a row ("3 apps"), and so do the My team columns (YTD apps, "3 apps · $1,200").

The practical effect: on a group board you can see a member's row reading "12 apps" directly above a qualification line reading "12 / 24 issued". Those are the same number, displayed under two different words. What you typed is what is counted, and the form asked for issued policies.

Two things the app does not tell you, and that you should check against your own records rather than assume:

• Offices that log sales in ATP sync automatically. The banner says numbers "sync from your logged sales automatically", and the post form says "typed numbers only count for months with no logged sales (logged data always wins)". Whether that automatic sync counts applications submitted or policies issued is decided outside this screen and is not stated anywhere in the app. Compare one month of your office board against your own production report before you treat the office board as an issued-policy count.
• Group boards with a qualification engine show columns headed Life issued, Health issued and Total issued. Those come from the program's own calculation on the server, not from anything the app can inspect. If a member's numbers matter to a qualification, confirm the count against your own records and with the program's organizer.

How to put your office on the boards#

You must be a manager. Nothing else needs to exist first, but your office board fills in faster if your agency already logs sales in Commissions.

1. Open Leaderboards.
2. Click Opt my office in → — on the pitch screen if you have never opted in, or in the gold banner at the top if you can already see boards.
3. Read the confirmation notice: "Your office is on the boards as <your agency name>." That name comes from your first team's name in Settings → Teams.
4. Click the Offices tab to see your office in the ranking, and All agencies to see your producers on the general individuals board.

There is no confirmation dialog on the way in. To reverse it, scroll to the footer and click Opt my office out. That one does confirm: "Opt out of leaderboards? Your office and every number it has published disappear from the boards immediately."

How to join a group with a code#

You need a join code from the program's organizer or from the sponsor who invited you. You do not need your office to be opted in.

1. Scroll to the footer strip (or the divider on the pitch screen, headed "Agent aspirant, or invited to a sharing group? Enter your join code:").
2. Type the code into the box marked GROUP-CODE.
3. Click Join group.
4. Read the notice: "Joined <group name> — post your numbers below."
5. Click the new tab that appears in the tab bar. If the organizer has configured the program's rules, a qualification card sits above the board.

If you were emailed an invite link instead, click it and sign in. The join finishes on its own and drops you on this tab. A link that has expired or been used up produces "That invite couldn't be used:" with the reason.

To leave, click Leave <group name> in the footer. Leaving is not destructive — the confirm text says so: your posted numbers stay on the record, you drop off the live board, and rejoining with the same invite link restores your progress. If you sponsor a group, you also get Leave <group name> (with my team), which removes you and everyone who joined through your link in one step.

How to read the qualification tracker#

The tracker only exists for groups whose organizer has configured rules on the server. Without those, the group tab is a ranked board and nothing more.

There are two shapes. Both count issued policies and both sit above the tab bar, showing only the group whose tab you are on.

• Multi-track card. Used by programs with several qualification routes. One row per route: the route's name, a progress bar, a "progress / target" readout, and a gap column reading "N away", "$X premium to go", or "complete". Routes are ordered fastest-path first — the one needing the fewest more policies is at the top, and it is marked "← N away · fastest path". The status chip on the right reads ✓ QUALIFIED · LEVEL n, ✓ PROVISIONALLY QUALIFIED · LEVEL n, ON PACE, BEHIND BY n, or NOT YET QUALIFIED.
• Single-rule card. Used by simpler programs. Two bars, Issued and Premium, each reading "actual / target" and turning green at target. The gap text on the right reads "N issued to go" and "$X premium to go". When the chip hit either one is showing, meeting either target qualifies you.

Details worth knowing:

• The window on the card ("Mon YYYY → Mon YYYY", sometimes with "entry closes <date>") is the qualification period. Changing the period menu in the header does not move it. The board line says so directly: "level columns follow the window, not the period picker".
• PROVISIONALLY QUALIFIED is not final. Its tooltip: "Counts settle at period close — issued policies can cancel or charge back before the entry lock."
• A Trailing 12 months line, when it appears, is there for perspective only. It is never an alternative way to qualify.
• A † footnote means some months were posted before the app corrected its wording to issued policies, so their basis is unknown and "may include applications that never issued".
• If the program scopes the goal to one line of business, a note tells you to use the line-by-line grid so your production lands in the right bucket. Where an investment/financial-services conversion applies, the card states the percentage.

How to post sales as you go#

Use this when your office does not log sales in ATP, or when you are posting to a group board. Posts add up: each one stacks on top of what you have already posted for the month, so you can post one sale at a time, in batches, or all at once at month end — whatever fits how you work. One post per person per month covers every board you are on — the Feeds: line next to the Month field names the destinations. There is no board picker.

1. Scroll to Post sales as you go.
2. Set Month to the production month you are reporting. It defaults to the current month. The Posted so far: line shows the month's running total your new numbers will add onto.
3. For each line — Auto, Fire, Life, Health, Invest / FS, Other — type just your new issued policies in the first cell (placeholder issued) and their annual premium in the second (placeholder prem $).
4. Check the delta to the left of the button: "adding N issued · $X".
5. Click Add to month.
6. Read the toast: "Added N issued for <month> — the month now stands at M issued · $Y. Feeds <board names>."

Counts are whole numbers. Typing 2.5 records 2, with no warning.

If your office already has logged sales for that month, the toast adds: "Heads up: your office already has logged sales for <month>, and logged numbers are what the office board shows — group boards use this post either way."

To start a month over, click Reset month to 0 next to the Posted so far: line and confirm — or post zeros across the board (the app asks before an empty post wipes a month that has numbers). Either way the toast reads "removed from every board it fed", and you can re-enter sales immediately.

How to work a board#

• Change the period with the menu in the header. The board and Reports both refetch. The qualification window does not move.
• Click any row to open its line-of-business split: chips for Auto, Fire, Life, Health, Invest / FS, and Other, each with a count and a premium. Rows posted as totals only show "No line-of-business detail — these numbers were posted by hand, so only totals are available."
• Find yourself on a large group board with Jump to me, or type into Search members… to filter by name. These controls only exist on group boards that have a qualification engine.
• Change the ranking with Sort: Level (the default, which keeps the program's own ranking) and Sort: Raw count. Read ranks under Sort: Level; Sort: Raw count renumbers the rows you can currently see, so a filtered list will show a row as "#1".
• Click Reports for the leaders inside the tab you are on: Top premium and Top apps for the selected period as medal lists, and, when there is a prior month to compare, Most improved. Click Boards to go back.

Row badges you may see on a group board: YOU marks your row. QUIET 60D+ means no production posted in 60 or more days — its tooltip calls it "a nudge to reach out, never a removal". PAYMENT PENDING and NOT JOINED are roster states from the organizer; those members stay on the board.

How to run your team panel (sponsors)#

My team appears if you sponsor a group. It lists the people who joined through your invite link, view only — they post their own numbers.

1. Click Copy team invite link and send it to your people. If the copy fails, the app shows the link so you can long-press it.
2. Watch the table: This month, YTD apps, and YTD premium per member, with an amber Not posted yet where a member has posted nothing. Each row can carry a qualification summary underneath it.
3. Click remove next to a member to take them off the live board. The confirm explains it: their posted numbers stay on the record, they stop accruing, and rejoining brings the progress back. They then show as DEPARTED.

The invite link puts someone on your team board. It does not create an ATP login for your agency — the panel says so: "They also need an agency invite (Settings → Agents → Invite) — the team link alone can't create an agency."

Where each number comes from#

Watch out for#

• Opting in is a two-way switch. Until a manager opts in, nobody on your team can see the boards either. Opting out removes your office and every number it published from the boards immediately.
• Confirm what the office board is counting before you use it in a team meeting. Automatic sync from logged sales is not documented in the app as applications or as issued. Reconcile one month against your own production report first.
• The same number appears as "apps" and as "issued" on the same page. The count you type is an issued-policy count. Where a board or a My team column says "apps", it is showing that same figure.
• Zeroing one line takes a full re-post. A line left at zero premium and zero count is dropped from the post entirely. To take Life from 5 down to 0, type 0 in Life and re-enter every other line's numbers in the same post.
• Counts are truncated to whole numbers. 2.5 records as 2, with no message.
• Logged sales beat typed numbers on the office board. Typed numbers count only for months with no logged sales. Group boards use your typed post either way.
• Read ranks under Sort: Level. Sort: Raw count renumbers whatever rows are visible, so a search result can show someone as "#1".

Try it now#

Open Leaderboards. If your office is already on the boards, click the Offices tab, set the period menu to YTD, and click your own office's row to open the line-of-business split. Write down the Auto count. Then pull the same month from your carrier's production report and check whether that number matches your issued policies or your submitted applications. You now know what your office board is comparing.

Time#

Who sees it: Everyone on the team — the Team Time tab is managers only Use it for: Punching a timeclock, requesting time off, and — for owners — approving requests and checking the whole team's hours and PTO balances Takes about: A few seconds a day to clock in and out; about two minutes to submit a request

What this tab is for#

Time is the agency's PTO ledger and its timeclock in one place. A team member opens it to see how many hours they have available, to ask for days off, and to clock in and out. An owner opens it to clear the approval queue, see who is off next week, and check hours and balances across the team.

Balances here are calculated, not typed. ATP works out what each person has accrued from the PTO policy in Settings → Time Off and subtracts approved time off. If that policy has not been set up, every figure on this tab reads 0h — that is the policy being empty, not a person having no time.

The screen, top to bottom#

• Header — the heading Time and the subtitle PTO & timeclock.
• Tab bar — My Time for everyone, Team Time for managers.

On My Time:

• Four tiles — Available, Used, Pending, and Accrued YTD, each shown as hours with days in brackets, like "40h (5d)".
• Accrual card — a progress bar of used against accrued, captioned "PTO used vs accrued this year — accrues at each completed month of service".
• Timeclock card — reads "Not clocked in" or "Clocked in at HH:MM" with a live elapsed count, plus "Today: Nh · This week: Nh". The button on the right is Clock In or Clock Out.
• Request Time Off — opens the request form.
• My Time Off Requests — your requests, newest first, each with dates, hours, type, note, and a status badge. Pending rows carry a Withdraw button.
• My Timesheet — your 30 most recent clock entries, each with the date, the in and out times, and either the duration or an Active badge.

On Team Time (managers):

• Approval Queue — pending requests, oldest first, each with Approve and Deny.
• Time Off Calendar — a month grid of who is off.
• Team — Last 7 Days Hours & PTO Balance — one row per active agent.
• All Time-Off Requests — every approved or pending request, with a Remove button.

How to clock in and out#

1. Open Time. You land on My Time.
2. Click Clock In. The card switches to a running timer straight away. There is no confirmation.
3. When you finish, click Clock Out. The entry closes and appears in My Timesheet with its duration.

Hours count only once you clock out. While a shift is open, "Today" and "This week" both read 0h for that shift. "This week" is a rolling seven days — today and the six days before it — not Sunday to Saturday.

A shift is filed under the day you clocked in, so an overnight shift lands entirely on the earlier date. There is no way to edit or delete a clock entry, and a shift left open stays Active until someone clocks out, so close each shift the same day.

How to request time off#

1. On My Time, click Request Time Off.
2. Pick a Type: PTO / Vacation, Sick, or Personal.
3. Set Start date and End date. Both default to today. The end date is inclusive, and it must be on or after the start date.
4. Type the Hours to charge against your balance. It defaults to 8. This is not worked out from the dates — a two-day request stays at 8 hours unless you change it to 16.
5. Add a Note (optional) if the owner will want the context. It shows up next to the request everywhere, including the approval queue.
6. Click Submit Request. Fill in both dates and an hours figure above zero before you click — the form saves only when all three are filled.
7. The request appears in My Time Off Requests with an amber pending badge, and every manager device gets a notification.

Click Cancel to close the form without saving.

To take a pending request back, click Withdraw on its row. It changes to withdrawn straight away, with no confirmation step.

How to read your PTO balance#

The four tiles are calculated from the policy in Settings → Time Off, so the arithmetic is worth knowing.

• Accrued YTD is what you have earned so far this policy year: any carryover from last year, plus your annual grant, plus accrual. Accrual is credited at each completed month of service, so it steps up on your monthiversary rather than growing daily.
• Used is the hours on your approved requests dated inside this policy year. An approved request for a future date is charged as soon as it is approved, not when the days arrive.
• Pending is every request awaiting a decision, whatever year it falls in.
• Available is Accrued YTD minus Used. Pending hours are not held back, so a request you have already submitted is not reflected in Available until it is approved. Available never drops below zero, so if approvals run past the balance it shows 0h rather than a negative figure.

Whether the year runs from January or from your hire anniversary is set by the policy's anchor. The "(Nd)" in every figure comes from the Hours per day setting, which defaults to 8.

How to approve and track time off (managers)#

1. Click the Team Time tab.
2. Work the Approval Queue from the top — it is ordered oldest request first, and the amber badge on the header counts what is waiting. Each row shows the agent, the dates, the hours, the type, and the note.
3. Click Approve or Deny. The decision is stamped with your name and the time, and the agent is emailed if their record has an email address on it. There is no confirmation prompt and no undo button.
4. Check the Time Off Calendar below. Approved days show as solid green chips, pending days as dashed amber, matching the legend. Use ‹, ›, and Today to move between months. Days with more than three people off roll the rest into "+N more".
5. Read Team — Last 7 Days Hours & PTO Balance for the whole team: Hours (7d), Accrued (YTD), Used, PTO available, and Pending. Where someone carried hours over from last year, the Accrued cell adds a small "incl. Nh carryover" line.
6. To undo an approval, find the request in All Time-Off Requests and click Remove. Confirm the prompt: "Remove this time-off request? It stays in history as withdrawn and stops counting against the balance." This is the only way back from an approval.

Two things to expect from these tables. The team balance table lists active agents only, so a departed employee's history still appears on the calendar and in All Time-Off Requests but not in the balances. And Team Time shows only a seven-day hours total per person — there is no manager view of individual clock entries.

Where each number comes from#

Watch out for#

• Set up the PTO policy first. Until Settings → Time Off has a grant or an accrual rate, every tile and every team balance reads 0h. Set Hours per day too, or the "(Nd)" figures will be wrong for any agency not on an eight-hour day.
• Fill both dates and an hours figure above zero before clicking Submit Request. The form saves only when all three are complete.
• Keep the end date on or after the start date. A request that runs backwards is accepted, and it will never appear on the calendar.
• Pending hours do not hold a balance. Two people can each request more than what is left and both look approvable. Nothing warns you when an approval takes someone past their balance, and Available stops at 0h rather than going negative.
• Approve and Deny are one click, with no confirmation and no undo. The only way back is Remove in All Time-Off Requests, further down the same tab. Withdraw on the member's side is equally immediate.
• Hours only land when you clock out. An open shift shows Active and counts as zero, and an overnight shift lands entirely on the day it started. There is no way to correct a clock entry afterwards, so close each shift before the day ends.

Try it now#

Open Time, click Clock In, wait a few seconds and click Clock Out. Check that the entry appears in My Timesheet with a duration and that "Today" has moved. Then click Request Time Off, pick a single day next month, set Hours to 8, and submit it. Watch the Pending tile rise while Available stays where it was — that is the balance behaviour to remember before you approve anything.

Service#

Who sees it: Managers only Use it for: Tracking what the agency keeps, what it loses, how many calls the team handles, and how the office is doing on Google reviews. Takes about: 10–15 minutes the first month, once your reports are in front of you. A couple of minutes a month after that.

What this tab is for#

Selling is only half the book. This tab is the other half: it tracks whether the policies you already have are staying. You enter each month's policies in force and each month's losses by line of business, and AgencyTracker Pro (ATP) turns that into a retention rate, a net-growth number, and the annualized lapse/cancel ratio you compare against your carrier's reports.

Nothing here is imported for you. Retention numbers are typed in by a human, once a month, from the reports you already read. The one exception is the New Biz column, which pre-fills from the sales your team logged in the tracker so you have a starting point before the official numbers land.

The same tab also pulls together two things that drive retention but usually live somewhere else: the calls your team answers, and the reviews the office collects. Call volume comes either from the calls agents log on the Activity tab or from a monthly total you enter for them. Reviews come from Activity-tab entries logged with a star rating. Both roll up here so you can see workload, call topics and unanswered low-star reviews in one place.

The Reports tab takes everything above and rolls it up over a period you choose, so you can hand a quarter to a spreadsheet or print it for a team meeting.

Non-managers do not see this page. It is filtered out of the navigation for them, and typing the address directly gets them Manager Access Only.

The screen, top to bottom#

• Tab bar — Service for entry and the live monthly view, Reports for the period rollup.
• Controls card — a month picker and a Team Member dropdown. The month picker drives almost every card below it.
• Agency Growth — a retention pill, four tiles (Net growth, Adds, Losses, YTD net), up to three goal bars, and a six-month bar strip of net growth.
• Google Reviews — four tiles (Average Rating, Total Reviews, This Month, ≤3★ Responded), a Rating Trend · last 6 months sparkline, a Needs a response queue, and a Reviews by Agent table.
• Retention & Lapse/Cancel — a Month / YTD toggle, the Lapse/Cancel Ratio chips, nine KPI cards, the Loss Mix bar, and the editable By Policy Type grid where you do the actual typing.
• Retention Snapshot — one progress bar per policy category.
• Call Capacity — one meter per agent, measured against the ceilings you set in Settings → Goals → Call Capacity.
• Calls Answered — Office Breakdown — one bar per call topic for the selected month.
• Calls by Team Member — six tiles plus a per-agent table with inbound, outbound and estimated talk time.
• Service Team Activity — a mini-card per agent whose department is Service. It only appears if you have one.

How to enter a month's retention numbers#

You need your carrier's monthly reports for the same month in front of you before you start.

1. Set the month picker to the month you are entering.
2. Scroll to Retention & Lapse/Cancel and make sure the toggle is on Month. The YTD view is read-only.
3. On the Auto row, type the In Force count for that line.
4. Fill in Added, Trans In, Reinstated, Lapses, Cancels and Trans Out for that line.
5. Repeat for Fire, Life, Health and Commercial. The TOTAL row and the Net column calculate themselves.
6. Stop. There is no Save button — each cell saves as you type it.

The KPI cards, the Loss Mix bar and the Lapse/Cancel Ratio chips update as you go. The ratio chips need at least one month with an In Force count plus lapses and cancels before they appear.

Two things to know about the numbers you just entered. In Force is a snapshot, not a running total, so the year view and the reports show the latest month you entered rather than adding the months together. And Trans Out counts as a loss in the Retention Rate tile and in Agency Growth, but not in the Lapse/Cancel Ratio chips — those are lapses and cancels only, on purpose, because that is what your carrier's report measures.

How to true up New Biz when the official numbers land#

New Biz starts filled in for you, shown in italics. That number is the count of sales your team logged in the tracker for that month, and it counts applications submitted, not policies issued. Your carrier's production report almost certainly counts something different.

1. Set the month picker to the month you are truing up.
2. Click the New Biz cell for the line you want to correct.
3. Type the official number. Your number now wins for that cell, and the italics go away.
4. To go back to the automatic count, clear the cell completely.

The override is per cell and per month. Truing up Auto for June does nothing to Fire for June, or to Auto for July.

How to get call numbers into ATP#

ATP does not run a stopwatch and does not record talk time. It never has. Instead, an agent who logs a call picks one of four duration bands after the fact, from memory:

That is the whole measurement. Picking a band takes a second and nobody has to remember to start or stop anything, which is the point — a band an agent actually picks is worth more than a timer nobody uses.

ATP then credits each band a representative number of minutes (half a minute, six minutes, twenty minutes, or an hour) and adds them up. That is where In Talk, Out Talk and the Inbound Talk / Outbound Talk / Total Talk tiles come from. Treat these as a workload estimate for coaching and staffing, not as a measured figure. The screen says so too: talk time is estimated from duration bands.

You have two ways to get call volume in, and you pick one per person per direction:

1. Have agents log calls live. On the Activity tab they tap the Call Answered / Inbound / Outbound bubbles. Each tap asks for a topic and a duration band. This is the only source that fills the Calls Answered — Office Breakdown and the Call Capacity meters.
2. Enter a monthly total yourself. Use the Monthly call totals button on the Activity tab. The agent's row is then badged est. for that direction.

ATP never adds the two together. If you entered a total for a direction, that number wins; if you did not, the calls the agent logged are used instead. Nothing double-counts, and a month you never entered still shows its logged history. The trade-off: entered totals have no topic attached, so a month you entered by hand will show call volume but an empty topic breakdown.

Call topics come from Settings → Call Categories, which ships with ten common ones. The Call Capacity meters need a ceiling set in Settings → Goals → Call Capacity before they show anything.

How to clear the low-star review queue#

A review reaches this page when someone logs an Activity-tab entry whose name contains "Google" or "Reviews" and gives it a star rating.

1. In the Google Reviews card, find Needs a response · ≤3★ unanswered.
2. Reply to the customer on your Google Business Profile. ATP does not post anything for you.
3. Click Mark responded on that row.

The row leaves the queue and the ≤3★ Responded tile moves. There is no un-mark, so click it only after you have actually replied. The rate is measured over three-star-and-below reviews only, not all reviews, because those are the ones that need an answer.

How to run a period report#

1. Click the Reports tab.
2. Click a period: This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year, or Custom.
3. For Custom, fill in From and To. Start on the first of a month for the cleanest retention figures.
4. Set the Agent dropdown if you want one person instead of the whole office. It scopes every figure and both exports.
5. Read the five tiles: Retention Rate, Total Lost, Total Calls, Reviews, Net Change.
6. Click Export CSV for a spreadsheet of calls and reviews by agent, or HTML Report for a printable page with Close and Print Report buttons.

The Reports tab only reads. Nothing you do there changes a number.

Two notes on how the rollup adds up. In Force is the latest snapshot month inside the range, while the flow columns (new business, lapses, cancels, transfers) are summed across every month the range touches — the screen states this under the table. And Calls Answered — By Category reflects logged calls only, so it can total less than the Total Calls tile above it when you have entered monthly totals for someone.

Where each number comes from#

Watch out for#

• Set the month picker before you read anything. Nearly every card on the Service tab is scoped to it, and the retention grid writes into whatever month is showing.
• Average Rating and Total Reviews are all-time figures for the whole agency's logged reviews. Only the This Month tile follows the month picker, even though the card header names the month.
• The Team Member dropdown filters the Google Reviews tiles and the Calls by Team Member table. The Reviews-by-Agent leaderboard, Call Capacity and the office call breakdown always show everyone.
• Call Capacity meters logged Call Answered taps only. If you enter monthly totals for a person instead of having them log calls, read their volume from Calls by Team Member and expect their capacity meter to sit low.
• The Retention Snapshot bars measure lapses and cancels against in force. The Retention Rate tile above also counts transfers out. When policies move between agents the two read differently for the same month, and both are correct for what they measure.
• Mark responded has no undo, and switching to the YTD view makes the grid read-only — switch back to Month to type.
• On a custom Reports range, retention flows are pulled by whole month, so a range starting mid-month still includes that month's full lapses and cancels. Start custom ranges on the first.

Try it now#

Set the month picker to last month. On the Auto row of By Policy Type, enter your policies in force, your lapses and your cancels from last month's carrier report. Watch the Retention Rate card and the Lapse/Cancel Ratio chip for Auto appear without you saving anything. Then flip the toggle to YTD and confirm the grid has gone read-only.

AI Search#

Who sees it: Everyone on the team Use it for: Asking questions about your own numbers in plain English, or looking up a name, policy type or status. Takes about: Under a minute per question. Nothing to set up.

What this tab is for#

This page answers questions about the data already in ATP. Not the internet, not your carrier's systems — your tracker. If your team logged it, you can ask about it.

There are two tools. AI Chat takes a question the way you would say it out loud ("How is Cale doing this month?") and answers with real numbers pulled from your commissions, activities, goals and paychecks. Smart Search is a plain keyword lookup for when you already know what you are after.

The page opens on AI Chat. Answers come back as plain text, and the conversation is not saved — leave the page and the thread starts fresh.

Two limits are worth knowing before you type anything. The chat will not answer questions about carriers, and it will not accept anything that looks like customer information. Both are covered at the end of this section.

The screen, top to bottom#

• Header — AI Search & Chat, with the tab bar on the right.
• Tab bar — Smart Search and AI Chat. The page lands on AI Chat.
• AI Chat view — the conversation, then a footer holding the amber warning about customer information, the Contact support → line, the message box and Send.
• Smart Search view — a search box, a Search button, and either your results (an Agents card and a Commissions card under a count line) or six one-click example chips.

How to ask a question#

1. Click AI Chat if you are not already there.
2. Type your question in the box marked Ask me anything....
3. Press Enter, or click Send.
4. Wait for the placeholder to fill in. You cannot send a second question while one is in flight.

Ask one thing at a time. The chat reads your question for keywords and answers the most specific thing it recognizes, so a short, direct question works better than a paragraph.

Questions that actually work#

The chat recognizes a set of topics. These are grouped by what you are trying to find out.

How the team is doing

• "Give me performance insights"
• "What's working?"
• "Who needs help?"
• "How is the team doing?"
• "Compare all agents"
• "Who has the most sales?"
• "How is Cale doing this month?"

What sold, and for how much

• "How many auto policies did we sell?"
• "Show me the product mix"
• "What's our total premium this month?"
• "What sold today?"
• "Give me a summary of this week"

Money in and money owed

• "What's pending?"
• "What's been paid?"
• "How much are we owed?"
• "How much did we pay out in payroll this quarter?"
• "What are our commission rates?"

Whether the book is holding

• "What's our retention rate?"
• "How many households did we gain last month?"
• "Show me the book of business"
• "What's our lapse rate?"

Note that individual renewal events are not tracked, so these answers report in-force inventory and household snapshots rather than renewal-by-renewal detail. The chat says so in its own answer.

How the service side is running

• "How many service calls this week?"
• "Top service reasons"
• "Show me inbound calls last month"

Service-call answers break the calls down by topic and by the self-estimated duration band the agent picked. They never quote talk minutes.

Whether the effort is converting

• "What's our close rate?"
• "How many calls to write a household?"
• "Quotes per sale"
• "Show me the funnel"
• "What's the best time to call?"
• "When are we most productive?"

Goals and bonuses

• "Am I hitting my call goal?"
• "How close is Cale to 100 calls?"
• "Are we on track?"
• "Where are we on bonus?"
• "Show me every measure"

"Me", "my" and "am I" resolve to whoever is signed in.

Where the leads are paying off

• "Which marketing source has the best ROI?"
• "What's our cost per sale?"
• "Show me ad spend by source"

Housekeeping

• "What activity types do we track?"
• "List activities"

How to narrow an answer to a time period#

Say the period inside the question. The chat reads it separately from the topic, so it works on any of the questions above.

It understands "today", "yesterday", "this week", "last week", "last month", "this year" or "YTD", and any month name. Activity and call questions also understand "daily", "weekly", "monthly", "quarterly" (or "Q1" through "Q4") and "yearly". If it does not recognize a period, it answers for the current month — the answer always echoes the period it used, so check that line first.

Ask about a month by name and leave the year off. Adding a past year to a question can trip the customer-information check described below.

One thing to keep in mind on any sales figure: the chat defaults to applications submitted. Ask it explicitly for issued policies if that is what you need. If you are reconciling against a carrier report that counts issued business, the numbers will not line up, and neither is wrong.

How to look something up by keyword#

1. Click Smart Search.
2. Type a name, a policy type or a status.
3. Press Enter, or click Search. Or click one of the six example chips to fill the box and run it in one step.

You get a count line, then an Agents card and a Commissions card. Search matches agent names and roles, and commission policy types, reference IDs, writing agents and statuses. The commissions list shows the first ten matches with no "showing 10 of 20" marker, so narrow your search rather than assuming the list is complete. The count line also reports matching activities, which the results area does not display.

Where each number comes from#

The chat has no data-entry fields. Every number it quotes was entered somewhere else in ATP, so an empty answer usually means an empty page, not a broken question.

The six example chips on Smart Search are fixed sample names, not your team's. Type your own agent's name instead.

What it will not answer#

Carriers. Put the word "carrier" in a question and the chat declines and points you elsewhere:

Carrier-specific queries aren't available in this chat for compliance. Use the Commissions page filters for carrier-specific data. I can still help with policy type, premium, source, agent, status, and date — try "auto policies this month" or "What's pending?".

That is the answer, not a failure. Carrier data lives behind the filters on the Commissions page.

Anything that looks like customer information. Before a question is processed at all, ATP checks it for customer-identifying detail: email addresses, phone numbers, Social Security numbers, dates of birth, street addresses, policy or claim numbers, and two capitalized words in a row that are not a known agent name. If it trips, you get a rephrase prompt and the question goes no further. The warning above the message box says the same thing:

Do not enter customer names, addresses, or personally identifiable information. Carrier names are also not surfaced in this chat. Ask in terms of product type, agent, premium, source, or date.

Ask in terms of product type, agent, premium, source and date and you will not run into it.

Watch out for#

• The chat answers what it recognizes first, not necessarily what you meant. If an answer looks like the wrong topic, rephrase with the key word up front — "retention", "payroll", "marketing", "bonus".
• Ask a short question that contains an agent's name and you get that agent's summary, whatever else you asked for. Add detail, or drop the name, to get a different answer.
• A question with two capitalized words in a row can be turned away as customer information even when it is harmless. Write questions in ordinary lowercase.
• Asking about a prior calendar year by name may be read as a date of birth. Use "last year" or "YTD" instead.
• The conversation is not saved. Copy anything you want to keep before you leave the page.
• Smart Search counts matching activities in the header but has no card to show them, so a result that looks empty may still have matched something.
• The chat reports on the whole team's numbers for anyone who asks, so treat it as an open book inside the office.

Try it now#

Open AI Search, and ask "How many service calls this week?". Read the topic breakdown and the duration-band list underneath it. Then ask the same thing with "last month" instead, and check that the period in the answer changed. Finish by typing a question with the word "carrier" in it to see the redirect to the Commissions page filters.

Marketing#

Who sees it: Managers only Use it for: Finding out what a lead actually costs you, and which sources are worth buying more of. Takes about: 15 minutes to add your sources and enter one month of spend, then a few minutes each month.

What this tab is for#

You know what you wrote your check for last month. You do not know what one lead cost you. That number is spend divided by leads, and nobody hands it to you — the provider sends an invoice, the lead counts sit in their portal, and the sales sit in your book. The Marketing tab in AgencyTracker Pro (ATP) is where those three things meet. Enter what you spent with each source and how many leads it delivered, and ATP gives you cost per lead, cost per sale, cost per household, and close rate for every place your marketing dollars go.

You start by adding one source for each place you spend money — a lead provider, a Facebook campaign, a direct mail drop, a local event. Each source holds a spend figure for every month. For Internet Lead Providers (ILPs), each source also holds a lead count per month.

Sales attach to a source only when the sale itself was tagged. ATP matches a sale to a source by comparing the Source field on the commission record to the marketing source name, character for character. If a sale was logged with no source, or with "Quotewizard" against a source named "QuoteWizard ILP", it will not show up against that source. This is the single thing that decides whether this tab tells you the truth.

Spend entered here flows straight into Agency P&L → Expenses → Marketing Spend. You enter it once.

The screen, top to bottom#

• Marketing ROI header — with the subtitle Track marketing spend and measure cost per sale & household and a Manager Only badge on the right.
• Tab bar — All Sources, ILPs, Reports. Opens on All Sources.
• Controls card — period buttons Monthly / Quarterly / Annually (opens on Annually), a month picker that sets the anchor month, and an Agent select that starts on All Agents. Hidden on the Reports tab, which has its own controls.
• Summary tiles — Total Spend, Sales, Households, Cost / Sale, Cost / Household.
• Marketing Sources card — holds the Add Source button.
• Source cards — one per source: a coloured dot, the source name, a spend pill, that source's percent of total spend, a pencil to edit and a red trash icon to remove. Underneath, a metric strip: Sales, Households, Premium, Cost/Sale, Cost/Lead (ILP sources only), Cost/HH, and a bar sized to the source's share of spend.
• TOTAL MARKETING SPEND bar — the sum across every source in view.
• Spend Breakdown — the same sources as a ranked bar list, biggest spender first.
• Head Agent ROI · \<period> — visible to the managing agent or a platform admin only, and only once there is spend. Columns: Source, Spend, Sales, Gross Comm, Paid to Team, Head Agent Net, ROI.
• ROI Analysis · \<period> — three tiles: Premium Generated, Return Ratio, Commission Earned, with an Agent ROI Breakdown · \<period> table nested inside.

How to add a marketing source#

1. Go to Marketing and stay on All Sources.
2. Click Add Source at the top right of the Marketing Sources card. If the Agent filter was on All Agents, it switches to the first person on the roster when the panel opens. That is only where the panel is anchored; spend you enter is still an agency figure.
3. Type the provider or campaign name into Source Name. Name it the way you will name it on your sales — the two have to match exactly for sales to attribute.
4. Click Add Source, or press Enter.

The new card appears with zeroed metrics. Adding a name that already exists does nothing rather than creating a duplicate.

To make a source count as an Internet Lead Provider, put ILP or Internet Lead in the name, for example QuoteWizard ILP or EverQuote Internet Leads. A handful of well-known lead vendor brand names are recognised on their own. Only ILP sources get a Leads column, so a source you buy leads from needs an ILP-style name before you can record its lead counts.

How to enter monthly spend and lead counts#

You need a source to already exist. Set the period first — the editor shows exactly the months of the period you are currently viewing, so pick Annually if you want to fill in a whole year in one pass.

1. Set Monthly, Quarterly, or Annually, and set the month picker to the year you are working on.
2. Click the source's name, or its pencil icon. The Edit marketing source dialog opens with one row per month.
3. Type the dollars paid to that source into Spend ($) for each month.
4. For an ILP source, type the number of leads delivered that month into Leads.
5. Click Save. Click Cancel to throw the changes away.

Spend and leads are agency numbers, not per-producer numbers. Whichever agent is selected in the Agent filter, the figure you type is the whole agency's figure for that source and month.

How to pull the numbers from a lead vendor#

The Spend ($) and Leads figures in the previous section have to come from somewhere, and for internet lead providers that is the vendor's own portal. What you were billed in a month and what you actually paid for that month are rarely the same number. Leads get credited back, and some credit requests get denied. Enter the invoice total and your cost per sale comes out too high — along with every decision you make from it.

Below is the pattern, using one lead vendor as a worked example. Vendors label things differently, but nearly all of them publish the same three things: what you were billed, what came back, and what you were left paying.

In the vendor's portal

1. Open Lead Management, then Leads.

2. Set the date range to the month you are closing out — the first day through the last day — and click Search.

3. Read the summary panel rather than the invoice.

Reading that panel: Total is what you were billed. Credited and Pending come off it. Denied does not — those are credit requests the vendor turned down, and you still pay for them. NET is the pair of numbers you want: the count on the left and the dollars beside it.

Back in ATP

4. Open Marketing and find the source. A source you have never funded shows $0.

5. Click the source's pencil icon to open Edit marketing source.
6. Type the net dollars into Spend ($) for that month, and the net lead count into Leads beside it.

7. Click Save.

Two numbers, once a month, per vendor. Do it at the same time you close the month out and it stays current.

Leads counts leads delivered by the vendor. It is not applications written and it is not policies issued. ATP works out cost per sale by spreading that spend across the sales attributed to the source over the same period, so a month with spend entered and no sales attributed will read as an infinite cost per sale until the sales are logged.

How to read cost per lead and close rate#

The ILPs tab is where lead economics live. It shows the same sources as All Sources, filtered to Internet Lead Providers, with an ILP Performance · \<period> card on top.

1. Click ILPs.
2. Read Total Leads Received and Avg Cost / Lead at the top of the ILP Performance card. Avg Cost / Lead divides spend by leads across every provider that has lead counts entered. A provider whose Leads column is still blank is left out of both sides of that division, so it cannot distort the blended figure.
3. Read Overall Close Rate underneath the funnel. That is households written divided by leads received — the close rate on the leads you paid for, not a stage-to-stage funnel conversion. It appears once you have entered lead counts.
4. Scroll to Per-Provider Breakdown · \<period> and work one row across: Provider, Spend, Leads, Cost/Lead, Sales, HHs, Cost/Sale, Cost/HH, Premium, Prem/Lead. The TOTAL row at the bottom uses the deduped household count, so a household bought once and written twice is counted once.

A — in Cost/Lead, Prem/Lead or Close % means the lead count for that source and period is zero. Nothing imports lead counts; they are typed in per month per provider.

The funnel across the middle of the card is drawn from an ILP Special Activity group on the Activity tab, not from anything you type here. If you have ILP sources but no such group, the card shows a setup hint telling you to add a Special Activity named with "ILP" in the title and pick 3 to 4 stages in funnel order. The final HH Written stage carries an Auto · from sales chip because it comes from your sales, not from logged activity.

How to rename or remove a source#

1. Click the source name or its pencil icon.
2. Change Source name and click Save. The rename applies to every agent's copy of that source. Leaving the name blank keeps the old one. Renaming into a name that already exists merges the two sources and adds their spend and leads together.
3. To remove a source, click the red trash icon on its card. With All Agents selected you get a confirmation that names the source and warns you it clears spend and leads across the whole agency. With a single agent selected in the Agent filter, the removal happens on the spot.

Renaming a source does not rewrite the Source field on sales you have already logged. Those sales stay tagged with the old text and stop counting against the renamed source. Settle on a name before you start logging sales against it.

How to export a marketing report#

1. Click Reports.
2. Pick a window: This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year, or Custom. Custom reveals From and To date boxes.
3. Optionally pick a single producer in the Agent select. This select is separate from the one on the other tabs.
4. Click Export CSV for a spreadsheet, or HTML Report for a printable page with Close and Print Report buttons.

The report gives you five KPI tiles (Total Spend, Sales, Cost / Sale, Commission, ROI), an ILP Performance card, a By Source table with Close % and Cost/Lead columns, a By Agent table, and a Monthly Trend — Spend vs Commission bar list.

Where each number comes from#

Watch out for#

• Sales on this tab are counted on the application date, not the issued date, and there is no filter for withdrawn business. A pending or withdrawn application still counts toward Sales, Households, Premium, Commission and every ROI figure here, and so does imported history. Agency P&L → Team ROI counts issued policies only, so the two pages will report different sale counts for the same producer and month. That is expected.
• Only tagged sales show on a source card. The summary tiles at the top, and the totals on the Reports tab, count every sale in the period including untagged ones, while Total Spend only counts sources you have entered. Keep the Source field filled on every sale so Cost / Sale stays honest.
• The Agent filter scopes sales but not spend or leads. Pick one producer and you narrow the top of the fraction while the bottom stays agency-wide, so Cost / Sale and Cost / Household read worse than reality. Read cost figures on All Agents.
• Leads can only be recorded on ILP-named sources. There is no toggle. A provider with an unusual name needs to be renamed to include "ILP" or "Internet Lead" before its Leads column appears.
• Renaming a source leaves old sales behind. The marketing side updates; the Source text stored on already-logged commission records does not.
• ROI is not one metric across this tab. Return Ratio and the Agent ROI Breakdown on All Sources are premium divided by spend, shown as a multiple such as 3.2x. The ROI columns on Reports are commission minus spend over spend, shown as a percent. Head Agent ROI is net of team splits. Compare like with like.

Try it now#

Add a source named for one lead provider you actually buy from, with ILP in the name. Open it with the pencil, enter last month's invoice amount in Spend ($) and the lead count from the provider's portal in Leads, and click Save. Switch to the ILPs tab with the period on Monthly and the month picker on that month, and read Avg Cost / Lead. That is what one lead cost you.

Agency P&L#

Who sees it: Managers only Use it for: Seeing what the agency took in, what it spent, what is left, and whether each team member pays for themselves. Takes about: 30 minutes to set up compensation and your expense lines, then 15 minutes a month to log paychecks and carrier commissions.

What this tab is for#

This is the agency's profit-and-loss statement. Money coming in — agent paychecks, the commission your carrier paid the agency, bonuses, and any revenue lines you type in — sits against money going out — operating expenses, marketing spend, team salaries, and commission paid out to producers. ATP gives you net income and profit margin for a month, a quarter, or a full year.

Two numbers on this page look similar and are not the same thing. Agency Commissions is what your carrier paid the agency, entered by line of business. Team Paid is what your producers earned out of that on their issued sales. The difference between them is Owner Income — the residual the agency keeps. Because each producer's cut is already inside the paychecks you log, the agency commission gross is shown for context and is deliberately never added to the revenue total. Adding both would count the same dollars twice. Every place it appears is labelled info only.

Two operational questions get their own sub-tabs. Team ROI answers "is each team member earning more than they cost me?". Reconcile answers "did everybody get paid the right amount last month?". Reports turns any date range into a printable page or a CSV.

The page opens on Annually so you see the full-year picture first. Use the period buttons to drill down.

The screen, top to bottom#

Every sub-tab shares the same top of the page.

• Agency P&L header — subtitle Revenue, expenses, team ROI & profitability, and a badge on the right reading Profitable when net income is zero or positive, Loss when it is negative.
• Controls card — Monthly / Quarterly / Annually on the left; a ‹ button, a month picker, and a › button on the right. The quarter and the year are derived from the month you pick.
• Summary tiles — Revenue, Expenses, Net Income, Profit Margin, Team Cost.
• Tab bar — Overview, Revenue, Expenses, Team ROI, Reconcile, Reports.

What each sub-tab holds:

• Overview — a Current card and an Estimated card side by side, then the full Profit & Loss · \<period> statement stacked from REVENUE through OPERATING EXPENSES, Marketing Spend, Team Commissions, Team Compensation, TOTAL EXPENSES and NET INCOME.
• Revenue — the Agency Paychecks card with Add Paycheck, a Revenue Streams editor, the Agency Commissions card broken out by month and category, and the bonus cards.
• Expenses — the Operating Expenses editor with Add Expense and One-Time Expense, plus an Auto-Included Costs card showing Marketing Spend, Team Commissions and Team Compensation.
• Team ROI — one card per team member with their pay settings and their return.
• Reconcile — expected pay against actual pay, one month at a time.
• Reports — a period preset row, five KPI tiles, and the export buttons.

How the projection for an in-progress month works#

Open Overview and you get two cards. The difference between them is the whole answer to "how is this year going to end up?".

Current is what has actually flowed through the agency, labelled actuals through today's date. Only values you have entered count. Team compensation is charged on a payday schedule: half the month's pay lands on the 15th and half on the last day, so a current month contributes nothing before the 15th, half from the 15th until month end, and its full amount once the month is complete. Hire dates and termination dates prorate the month they fall in.

Estimated projects the rest of the period, labelled projected for \<period> using past-month averages. For each running series — revenue lines, paychecks, recurring expenses, marketing spend, team commissions — ATP averages the past complete months that had data in them. Months with nothing entered are left out of that average rather than dragging it to zero. The current in-progress month is projected at whichever is larger, what you have entered so far or the average, and each remaining month of the period is projected at the average. If there is no complete past month with data, a partial current month is scaled up by the days left in it.

Two things behave differently on purpose. One-time expenses are added at face value and never extrapolated, so a single laptop purchase does not become a monthly cost. Team compensation in Estimated is charged at full monthly cost for every month the person is employed, not the paid-to-date figure.

The Profit & Loss statement below the two cards always shows Current values, never estimated ones.

How to log an agency paycheck#

Team members must already exist before you can do this.

1. Go to Revenue.
2. Click Add Paycheck on the Agency Paychecks card.
3. Pick the Agent. The list shows current team members.
4. Enter the Amount. It has to be greater than zero.
5. Set the Date to the pay date. The month of that date decides which month the paycheck lands in.
6. Leave Type on Regular, or set it to Bonus to have the row carry a BONUS chip.
7. Add a Notes line if it helps you tell two deposits apart, then click Add Paycheck.

Check all four fields before you save — the save does nothing if the agent, amount or date is missing. The new row appears under Paycheck entries · \<period>, newest first, and the month grid above updates. To remove one, click the red × on its row and confirm.

How to enter the commission your carrier paid the agency#

1. Go to Revenue and find the Agency Commissions card.
2. Click Add Entry in the card header, or the smaller Add Entry button on the month you want. Either way the Date defaults to the 15th of that month; change it to the date the commission was actually paid.
3. Enter the amounts into Auto, Fire, Life, Health and Other. At least one has to be above zero.
4. Add a Notes line — "first half", "end of month" — if you enter more than once a month.
5. Click Add Entry.

You can add as many entries per month as your carrier pays you. Each month's block then shows a table with Category, Agency, Team Paid and Owner Income, plus a Total row. Agency is what you entered, Team Paid is producer commission on issued sales in that category, and Owner Income is the difference.

To change an entry, click Edit on its row, adjust the figures and click Save Changes. Clearing every category on an entry you are editing removes the entry, so use Delete or the × if that is what you meant to do.

How to add revenue streams and expense lines#

Revenue streams and expense lines are recurring rows with one box per month. Set the period to Annually first if you want to fill in a whole year at once.

To add a revenue line:

1. Go to Revenue and click Add Revenue on the Revenue Streams card.
2. Type a Revenue Source Name and click Add Revenue, or press Enter.
3. Type dollars into the month boxes on the new card. Entries save as you type.

To add an expense line:

1. Go to Expenses and click Add Expense.
2. Type an Expense Name and click Add Expense, or press Enter.
3. Type dollars into the month boxes.

For a cost that happens once, click One-Time Expense instead, fill in One-Time Expense — what is it?, an Amount above zero and the Month, then click Add. The card is flagged One-time and holds a single month's amount.

Marketing spend, team commissions and team compensation are not entered here. They appear read-only in the Auto-Included Costs card and are already in your expense total.

How to set pay and read Team ROI#

Compensation has to be entered here before team cost, the Reconcile Base column, or ROI mean anything. A member with nothing set is treated as a salary of zero.

1. Go to Team ROI.
2. On each member's card, set Comp Type to Salary or Hourly.
3. For salary, enter the Annual Salary; ATP divides it by 12. For hourly, enter the Hourly Rate and Hours / Week.
4. Read the metric strip: Comp Cost is what the period cost you, Commission is what they earned on issued sales, Premium is the premium behind it, Net Value is commission minus cost, and Cost/Sale is cost divided by issued sales.
5. The big percentage is ROI — commission minus comp cost, over comp cost. The bar underneath is empty at −100% and full at +100%.

On a manager-tier member the Commission tile is relabelled Owner Income, because an owner's earnings come from the agency residual — carrier-paid agency commissions minus non-manager team payouts — rather than from a per-sale schedule.

Click Coaching pack on a member's card to open a printable one-pager for a one-on-one: Apps this month, Premium, Commission + bonus, Calls logged, plus Wins to celebrate, Talk about, a Goal pace table and a blank Commitments for next week section. It contains no customer or carrier data.

How to check everyone was paid the right amount#

1. Go to Reconcile. It opens on last month on purpose — a month's commission usually lands on the following month's paychecks, so the current month reads underpaid until payroll catches up. Use ‹ and › to move.
2. Read each row across: Base is base pay for the month, prorated for hires and terminations. Commission is commission on that person's issued sales. Bonus is the calculated app and premium bonus from their comp structure. Expected adds the three together.
3. Paid is the total of the paycheck entries recorded for that person in that month. Difference is Paid minus Expected.
4. Status reads ✓ matches when the gap is within $25 or 2% of expected, whichever is larger, and underpaid or overpaid otherwise.
5. The TOTAL row at the bottom gives you the agency-wide gap.

Underneath, Agency check — for reference puts Carrier commission logged (P&L) next to Commission on issued sales. These two are a sanity check, not a reconciliation — carrier rates vary by product and renewals are not tracked per sale, so they are not expected to match.

One note on what counts where: the Commission column counts issued sales, while apps for bonus purposes are counted on the date the application was submitted.

How to export a P&L report#

1. Go to Reports.
2. Pick This Month, Last Month, This Quarter, Last Quarter, YTD, Last Year, or Custom. Custom reveals From and To.
3. Click Export CSV for a spreadsheet, or HTML Report for a printable page.

The page gives you five KPI tiles, a Revenue table and an Expenses table with each line item tagged by kind, an Agency Commissions — Carrier-Paid Gross table with each category's share of the mix, a Team Cost — by Member table, and a Monthly Trend — Revenue vs Expenses table when the range covers more than one month. Bonuses are included only when the range spans 12 months or more; the status line tells you when that has happened.

Where each number comes from#

Watch out for#

• The commission side of this page counts issued policies, not applications submitted. Team Paid, Team Commissions, the Team ROI sale, premium and commission figures, and the Reconcile Commission column all require the sale to be marked issued with an issued date. Application bonuses inside the Reconcile Bonus column are the exception — those count on the submitted date. The Marketing tab counts applications, so its sale count for a producer will be higher than the one here.
• Agency Commissions gross is never added to Revenue. Producer commission is already inside the paychecks you log, so counting the carrier's gross as well would double the same dollars. Read it as context for Owner Income, not as income.
• Bonuses only count on Annually. Switch to Monthly or Quarterly and This Year's Bonus and Other Bonus contribute nothing. The cards say so on their sub-label. Read full-year revenue on Annually.
• The trash icon on a revenue stream or an expense line removes it on the spot, along with every month of dollars stored on it. Paychecks and agency commission entries ask first; these do not. Make sure you have the right card before you click.
• Reconcile opens on last month by design. Reading the current month before its final paycheck has landed will show most of your team as underpaid. Wait for payroll to catch up before you act on a row.
• Set compensation on Team ROI before you trust any cost figure. A member with no comp record costs $0 and shows 0% ROI. If someone has left, record their termination date so their pay stops being charged correctly rather than dropping to zero for the whole year.

Try it now#

Set the period to Monthly and the month picker to last month. Go to Revenue, click Add Entry under Agency Commissions, and type in the figures from your most recent carrier commission statement. Save, then read the Owner Income column on that month's table — that is what the agency kept after your producers were paid on their issued business. Then click Reconcile and check that every row reads ✓ matches.

Settings#

Who sees it: Managers only Use it for: Setting up who is on the team, how they get paid, what they are aiming at, and how your account and data are handled. Takes about: 45–60 minutes to set up a new agency the first time. A minute or two for changes after that.

What this tab is for#

Settings is the control room for AgencyTracker Pro. Almost every other screen in ATP reads its lists and numbers from here. The commission math on the Commissions page, the names on the Dashboard and the leaderboard, the call breakdown on the Service page, the PTO balances on the Time page — all of it comes from what you configure on this tab.

You come here for four kinds of work: putting people on the roster and getting them logged in, deciding what each person is paid on, setting the targets everyone is measured against, and handling the account itself — the subscription and a copy of your data.

Only managers can open Settings. Anyone with member access who lands here sees Access Restricted.

Most edits save the moment you make them. There is no Save button on the roster, the team cards or the call categories — type, press Enter or click away, and it is stored. The Goals and Time Off tabs wait until you stop typing before they sync, so give them a second before you close the app.

The screen, top to bottom#

• Settings — the page title, with the sub-line "Customize your tracking system".
• Tab bar — eight sub-tabs, left to right: Commission Structures, Agents, Teams, Call Categories, Goals, Time Off, System. Commission Structures is the one that opens first.
• The active tab's content — each tab is its own editor and saves on its own. Nothing on one tab depends on you finishing another first, except that agents need a team and a commission structure to be assigned to.

If you arrive here from the Dashboard's setup checklist, ATP opens the matching tab for you: "Invite your team" opens Agents, "Set up commission structures" opens Commission Structures, and "Set performance goals" opens Goals.

How to choose a commission structure type#

A structure is a pay plan. Every producer points at exactly one. Pick the type that matches how the person's comp agreement actually reads, then fill in the numbers from that agreement.

• Flat Percentage — one rate on everything. "10% of premium," regardless of product. The simplest plan, and the right choice for most new agencies.
• Flat Fee per Policy — a set dollar amount per sale. "$250 per policy." Use this when you pay per item written, not on premium.
• Hybrid (Flat Fee + Percentage) — both, added together. "$100 + 5% of premium."
• Per Policy Type (Auto/Home/Life...) — a different rate for each product. Use it when auto pays one rate, fire another and life another. You can set a percent or a flat dollar amount per product; if you fill in both, the flat amount is what pays.
• Tiered (by Premium) — the rate rises with the premium on the sale. Enter each band as Min Premium ($), Max Premium ($) and Rate (%). The band the premium lands in sets the rate for the whole premium, not for the slice above the threshold.
• Multi-Line Tiers (Single/Multi/Financial) — the rate depends on the bundle the household bought: single line, auto plus home, or a bundle that includes financial services. The agent picks the bundle tier when they log the sale.
• FS Team Member (Multi-Line + FS Product Rates) — the same bundle tiers, plus a rate card for financial services products. A bundled FS sale pays the FS product's rate; a standalone FS sale pays a flat 20%.
• Custom FS Tiers (P&C by Financial Services Apps) — the P&C rate is set by how many financial services applications the agent has issued that month. Issued, not submitted. There is also a premium route: hit the FS premium figure you enter and the top P&C tier applies regardless of app count. When a later FS app pushes the agent into a higher tier, earlier P&C sales that month are re-rated up to the new rate automatically. Sales where somebody typed a manual commission override are left alone.
• Composable (Rule Builder) — building blocks you stack: a base rate, production tiers, and a new-versus-renewal multiplier. Use it when the plan does not fit any of the above — for example, a base rate by product, then a monthly premium tier that multiplies it. Blocks apply in order: base rate first, then the production tier band, then the renewal factor.

Whatever you pick, use Test a sample sale at the bottom of the editor before you save. Enter a premium, a policy type and an agent, and ATP shows the dollars and the effective rate that plan would pay. It is the fastest way to confirm the plan does what the comp agreement says.

How to add a commission structure#

1. Open Settings → Commission Structures.
2. Click Add Structure (top right). The New Commission Structure window opens on a blank Flat Percentage form.
3. Type a Structure Name. Nothing saves without one.
4. Add a Description if the name alone will not be clear to a future you.
5. Choose the Type. Changing the type clears the rule rows and loads that type's starter rows, so pick the type before you start entering rates.
6. Fill in the rule rows for that type.
7. If the plan has multipliers, a floor, a ceiling or bonuses, click Show Advanced Options (New Biz/Renewal, Cap/Floor).
8. Under Advanced, set New Business Multiplier and Renewal Multiplier (1.0 means 100%), Minimum Commission ($) and Maximum Commission ($), and add any Application Bonuses or Premium Volume Bonuses.
9. Tick Set as default commission structure if new people should land on this plan.
10. Run Test a sample sale and check the result against the comp agreement.
11. Click Create Structure. Cancel throws away everything you typed.

To change an existing plan, click the gear icon on its card, edit, and click Save Changes. To make a plan the default, click Set Default on its card — everyone who was on the previous default moves onto this one.

How to add bonuses to a structure#

Bonuses live under Show Advanced Options inside the structure editor. There are two kinds and they count different things.

• Application Bonuses count applications submitted in the period. Give the bonus a Bonus Name, set Threshold (# of apps) and Base Bonus ($), then optionally Then every # apps and Increment Bonus ($) to keep paying above the threshold. Pick Monthly, Quarterly or Yearly for the period. Tick FS Only to count only financial services applications. The editor prints a sentence back at you — "At 40 total apps = $200. At 45 apps = $250." — so you can check the math before saving.
• Premium Volume Bonuses count issued premium, not written. Enter a Category Name (for example P&C), tick the policy types that belong in that bucket, then set Premium Threshold ($), Base Bonus ($), Then every $ more premium and Increment Bonus ($), and a period.

Each bonus has an On / Off toggle. A bonus switched off is skipped entirely, which is a cleaner way to pause an incentive than deleting it.

How to add someone to the roster#

Adding an agent creates the record their sales attach to. It does not give them a login — that is the invite, and it is a separate step.

1. Open Settings → Agents.
2. Click Add Agent (top right).
3. Enter their Name. This is the name that shows on reports and on the leaderboard.
4. Enter their Email. Use the address they will sign in with — it is how ATP matches a login to this record.
5. Pick a Team.
6. Pick a Role: Team Lead, Agent or Team Member.
7. Check the Access Level. The role sets it for you: Team Lead and Agent both get Manager (Full Access); Team Member gets Team Member (Own Data Only).
8. Pick a Commission Structure.
9. Click Add Agent. Their hire date is set to today; correct it in the Hired column if they started earlier.

Everything on the roster row is editable in place afterwards. Click the name, type, press Enter. Press Escape to abandon the edit. Fixing a name here also fixes it on reports and the leaderboard. The Hired date, the Role and the Commission Structure all save the moment you change them.

Two roster rules to know. You cannot change your own Role — your row shows a read-only badge instead of a dropdown. And there is a system row called Not Applicable that cannot be renamed; leave it alone.

How to invite someone so they can log in#

The invite is what turns a roster row into a person with a login. Here is the whole loop.

What you do:

1. Open Settings → Agents and click Invite on that person's row.
2. Check Their email. It is pre-filled from the roster record. Whatever address you send to becomes the login email on that record, replacing what was there — so the person shows up under the right name when they join.
3. Check the Access level: Team Member (own data only) or Manager (full access).
4. If you sponsor a leaderboard group, you also see Also add them to your \<group> leaderboard team as a checkbox — or, if you sponsor more than one, a dropdown called Also add to a leaderboard team. Tick or pick it and one email joins them to both the agency and the group.
5. Click Send invite. The button reads "Sending…" while it works.
6. On success you see one of two lines: "✓ Invite emailed to name@example.com (valid 14 days)." or "Invite link created (valid 14 days) — send it to \<name>." Either way, there is a link box with a Copy button. Copy it and send it yourself if you want a second path to them.
7. Click Done.

What they receive: an email with a join link that is good for 14 days.

What they do with it: open the link and sign up or sign in. ATP finds their pending invite, marks it used, and gives them the access level you chose. If a leaderboard group rode along on the invite, accepting once puts them on the agency roster and the group's board together.

If someone signs in without an invite, they see: "Your account doesn't have access to this agency yet. Ask your manager to send you an invite (Settings → Agents → Invite)." That is your cue to come back here and send one.

You must be signed in for an invite to send. If something fails, the window tells you in red — an invalid email address, a lost session, or a server error — and your roster record is left exactly as it was. The email on the record is only rewritten after the invite is created, so a failed send never half-changes anything.

If you sponsor leaderboard groups, the gold Aspirant team links (leaderboards) card at the top of this tab holds a /join?code= link per group with its own Copy button. Use that link for people who already have a login and only need to be added to your board. For anyone new, the Invite button is the shorter path.

How to handle someone leaving#

Use Terminate, not the trash icon. Terminating is the non-destructive option and it keeps your history honest.

1. On the person's roster row, click Terminate.
2. Enter the Termination Date. It defaults to today.
3. Confirm.

Their sales and commissions stay attributed to them, so past months still report correctly. Salary stops accruing on that date — the partial month is prorated against the 15th-and-end-of-month payday schedule, and later months count as zero. The row stays on the roster with a grey Terminated badge and its Role becomes read-only.

If they come back, click Reactivate on their row. The status and termination date are cleared straight away.

The trash icon is a different thing entirely: it deletes the agent record on one click, with no confirmation and no undo. Reserve it for rows created by mistake.

One follow-up when someone leaves: go to the Goals tab and clear their monthly figures. Terminated people still appear in the Goals agent chips and still count toward the Team Goals (Auto-Calculated) rollup.

How to set up teams#

Teams group people, colour their avatars, and give the leaderboard your office name.

1. Open Settings → Teams.
2. Click Add Team.
3. Enter a Team Name and pick a Color.
4. Click Add Team.

Rename any team by clicking its name box, typing, and pressing Enter. The first team is special: its name is your agency's name and it is the office label on the leaderboard, so rename that one deliberately.

The trash icon on a team card deletes it on one click with no confirmation. Move people to another team before you delete theirs, or their Team column will read "—".

How to set up call categories#

Call categories are the options an agent sees when they tap + on the Call Answered bubble. They also drive the office-wide call breakdown chart on the Service page, so the list you build here is the vocabulary your whole agency reports in.

ATP seeds ten categories to start: billing questions, proof of insurance and ID cards, policy changes, claims reporting and status, coverage questions, quotes for additional lines, cancellation requests, rate increase complaints, mortgage and lienholder issues, and roadside or emergency assistance. Edit that list rather than starting from scratch.

1. Click Add Category. A new row appears labelled "New Category" with the next colour in the rotation.
2. Type over the label. It saves as you type.
3. Click the colour swatch to change its slice colour on the Service chart.
4. Use ▲ and ▼ to put the list in the order you want agents to see it.
5. Click Remove to delete one. ATP asks you to confirm and warns you first: calls already logged under that category keep pointing at it and will show as (Uncategorized) on the Service page chart.

Keep the list short. Every extra option is a decision an agent makes on every call.

How to set goals#

The Goals tab feeds the Dashboard. There are five cards, and you do not need all of them.

Agency Growth Goals — three numbers that power the Agency Growth section on the Dashboard: Net policy growth / month, Net policy growth / year and Year-end policies in force. New business counts automatically from the sales your team logs; reinstatements, added items and transfers in add on; lapses, cancels and transfers out subtract. Those adjustments are entered on Service → Retention.

Win the Day — daily targets per person, called at a cutoff time.

1. Set Time's up at (it starts at 17:00).
2. For each person, fill any mix of Apps / day, Premium / day ($) and up to three Activities / day rows. Each activity row takes a count and a type — "Any activity", or one specific type such as outbound calls or quotes.
3. Set To win: All targets, or Any 1 through Any 4. "Any 2" means a big premium day can still win even when the app count falls short.
4. Leave a person's row blank to keep them off the board.

Terminated agents and the Not Applicable row are not listed here.

Agent Monthly Goals — per-person targets by line.

1. Click an agent's chip.
2. For each category — Auto, Fire, Life, Health, Commercial — enter Monthly Apps and Avg Premium ($).
3. Mo. Prem, Yr. Apps and Yr. Prem fill themselves in: monthly premium is apps × average premium, and the annual figures are the monthly ones × 12.

4. Repeat for each agent.

5. Click Sync All Goals when you are done. That writes the team rollups and the annual per-agent totals where the Dashboard reads them, and saves immediately instead of waiting.

Team Goals (Auto-Calculated) — read-only. It is the sum of every agent's goals. Nothing to enter.

Call Capacity — a monthly ceiling for calls answered, one for a Sales team member and one for a Service team member. These are not motivational targets. They are the point at which someone is overloaded, and they drive the capacity meter on the Service tab. Leave them blank to switch that meter off.

How to set the time off policy#

PTO balances on the Time page are calculated from what you enter here. Set one policy everyone inherits, then override the people who are different.

1. Open Settings → Time Off.
2. Set Hours per day (for the hours → days display). It starts at 8 and only affects how hours are shown as days.
3. Fill in the indigo Default (all agents) row: - Grant (hrs/yr) — a lump of hours given at the start of each policy year. - Accrual (hrs) — hours earned per accrual period. You can use a grant, an accrual, or both. - Cadence — Monthly, Semi-monthly (twice per completed month) or None. - Carryover cap — the most that rolls into the next year. Leave it blank for unlimited. - Anchor — whether the policy year starts on the calendar year or on the person's hire date. - Waiting (days) — days before accrual begins.
4. Override any individual row underneath. A per-agent Policy start date overrides where accrual counts from. The default row has no Policy start; that is per-agent only.

PTO accrues at each completed month of service, so a partial month does not credit until it finishes.

How to export your data and manage the account#

• Billing shows your Plan, Status and renewal date. Manage billing opens the payment portal to change a card, plan or address. If there is no live subscription, this card is where you start one: Choose a plan… (or Reactivate…) opens the plan ladder, and View past invoices shows your billing history.
• Export Data downloads your entire agency as a file called insurance-pro-data.json. It is a full copy — every agent, sale, activity and setting. Take one before any large change. There is no import control on this page; the export is a copy for you to keep, not a restore button.
• Reset All Data clears the copy of your data held on the device you are using and reloads from the cloud. Your cloud data is not deleted, but anything on that device that has not synced yet is gone. ATP asks you to confirm.
• System Info counts what you have: Agents, Teams, Commission Records, Activity Records and Storage. Handy for a quick sanity check that a sync landed.

Where each number comes from#

Watch out for#

• Delete has no undo and no confirmation. The trash icon on an agent, a team or a commission structure removes it on one click. To remove someone who has left, use Terminate instead — it keeps their sales history attributed to them.
• Deleting a team strands its people. Their Team column falls back to "—". Move them first.
• Name every structure before you save. Create Structure does nothing at all while Structure Name is empty, and it does not tell you why.
• Pick the Type first. Changing Type clears the rule rows you already filled in and loads that type's starter rows.
• Setting a new default moves people. Everyone who was on the old default is reassigned to the new one. Check the roster's Commission Structure column afterwards.
• Application bonuses count applications submitted; premium bonuses and FS tiers count issued. Confirm which one your incentive plan means before you enter thresholds, or the payout will not match the plan.
• Give Goals and Time Off a second to save. Those two tabs sync shortly after you stop typing rather than on every keystroke. Pause before you close the tab or switch apps.
• Clear a departed agent's Goals figures. Terminated people are filtered out of Win the Day and Time Off, but they still appear in the Goals agent chips and still count toward the Team Goals rollup.
• Removing a call category leaves old calls behind. Activity already logged under it appears as (Uncategorized) on the Service page chart.
• Nothing you change on the demo agency is saved. It is a sandbox. Do your real setup in your own agency.

Try it now#

Open Settings → Commission Structures and click Add Structure. Name it "Test Plan", pick Flat Percentage, and enter 10 as the Commission Rate (%). Scroll to Test a sample sale, enter a premium of 1,200 and pick a policy type. Confirm it shows $120.00 and a 10% effective rate. Now change the rate to 12 and watch the preview follow. Click Cancel — nothing is saved, and you have proved you can read the preview before committing a real plan.

Book of Biz#

Who sees it: Managers only Use it for: Tracking whether the book is actually growing — renewal premium, household count, paycheck history and net policy change. Takes about: 5 minutes once a month to add a snapshot. A minute to read the trends.

What this tab is for#

The Dashboard tells you about this month. Book of Biz tells you about the last five years. It answers one question: is the book bigger than it was?

The page holds three things. Renewal Base is a monthly snapshot of the whole book — auto premium, fire premium, life premium and household count — kept as a history so you can see the trend over years. Paychecks is what an individual producer has actually been paid, month by month and year over year. Growth rolls up net policy change per line of business for the current year, combining the sales your team logs with the retention figures entered on the Service page.

None of it happens on its own. Renewal Base only has a history if somebody adds a snapshot each month. That is the habit this page depends on.

The page header reads Book of Business. Only managers can open it.

The screen, top to bottom#

• Book of Business — the page title, with the sub-line "Track renewal base, paychecks & growth".
• Agent selector (top right) — picks whose paychecks you are looking at. It affects the Paychecks tab only. Renewal Base and Growth are agency-wide and ignore it.
• Year selector (top right) — appears on Paychecks and Growth. It lists the years that have paychecks, plus this year, newest first.
• Add Month (top right) — appears on Renewal Base only.
• Tab strip — Renewal Base | Paychecks | Growth.
• The active tab's tiles, tables and charts.

What a snapshot is, and how often to take one#

A snapshot is one row: the size of your whole book on one date. Not the month's new business — the total. Auto renewal premium, fire renewal premium, life premium, and how many households you serve, all as of that month.

Take one a month, at the same point in the month, once your carrier's monthly reports have posted. Twelve rows a year is what turns this page from a table into a trend line.

Two habits keep the history clean. Add snapshots in date order and do not go back and fill in an older month after newer ones — the tiles and the trend charts follow the order rows were added. And add one row per month, with one date each; two snapshots on the same date collide in the history table.

There is no way to edit or delete a snapshot once it is saved, so check the four figures before you click Add Month.

How to add a renewal snapshot#

1. Open Book of Biz → Renewal Base.
2. Click Add Month (top right). The Add Renewal Month window opens.
3. Set the Date to the month this snapshot represents. It defaults to today and is the one field that is required.
4. Enter Auto Premium — total auto renewal premium in the book.
5. Enter Fire Premium — total fire and home renewal premium.
6. Enter Life Premium.
7. Enter Households — the household count in the book.
8. Optionally enter HH Gain/Loss, the net household change for the month. Leave it blank and the table shows "—"; ATP does not work it out for you.
9. Click Add Month. The row appears at the top of Historical Monthly Snapshots and the tiles update.

Any money or count field left blank is stored as zero, so fill in all four even when one is flat.

Once at least one snapshot exists, four tiles sit above the table: Total P&C Prem. (auto plus fire), Life Premium, Households and Monthly Gain/Loss. The history table below shows Date, Auto Premium, Fire Premium, Total P&C, Life Premium, Households and HH Gain/Loss, newest first, with gain in green and loss in red.

How to read a producer's paycheck history#

1. Open Book of Biz → Paychecks.
2. Pick the person from the agent selector.
3. Pick a year from the year selector.
4. Read the three tiles: Year Total (everything paid in that year), Paychecks Logged (how many) and Average Per Paycheck.
5. Monthly Paychecks — YYYY charts one bar per month of the selected year.
6. Paycheck Growth Over Time shows monthly totals as bars against a cumulative running total as a line. It needs at least two paychecks on record.
7. Annual Paycheck Totals compares whole years and adds a tile per year with its year-over-year percentage. It needs paychecks in at least two calendar years.
8. The table at the bottom lists each paycheck with Date, Amount, Type — a Regular or Bonus pill — and Notes.

Two charts to read carefully: Paycheck Growth Over Time and Annual Paycheck Totals always show the producer's full history, whichever year is selected. The Monthly Paychecks — YYYY chart and the table are the two views that follow the year selector.

Paychecks are not added here. Enter them on Agency P&L → Revenue; the empty state on this tab points you there. The trash icon on a row is the one edit available here, for cleaning up a bad entry — and it deletes on one click with no confirmation.

When bonuses have been recorded, This Year's Bonus and Other Bonus appear as cards. They are counted as revenue in the year received. They show only while the year selector is on the current year.

How to read the Growth tab#

1. Open Book of Biz → Growth.
2. Read YTD Net Policy Change by Line of Business — YYYY across the five lines: Auto, Fire, Life, Health and Commercial.
3. The columns split into gains and losses. New Biz, Added, Trans In and Reinstated add; Lapses, Cancels and Trans Out subtract. Net is the difference for that line.
4. Grand Net, top right of the card, is the sum of all five. Green at zero or above, red below.
5. Below the table, three trend charts read from your renewal snapshots: P&C Premium Growth Over Time (auto plus fire, as an area), Household Growth Over Time (bars) and Life Premium Growth (a line). Each needs at least two snapshots before it appears.

Only one column on that table fills itself in. New Biz counts automatically from the sales your team logs, and it counts policies your team wrote — withdrawn commissions are left out. Every other column is typed by a manager on Service → Retention. If the table says "No retention numbers entered yet", that is where to go.

Where each number comes from#

Watch out for#

• Snapshots are permanent. There is no edit and no delete once a snapshot is saved. Check the four figures before you click Add Month.
• Add snapshots in date order, one per month. The tiles and the trend charts follow the order rows were added, so back-filling an older month after newer ones puts the charts out of sequence. Give each snapshot its own date.
• Renewal Base is agency-wide. The agent selector has no effect on it. There is no per-agent renewal book.
• Two paycheck charts ignore the year selector. Paycheck Growth Over Time and Annual Paycheck Totals always cover the producer's whole history. Compare like with like before you draw a conclusion.
• Deleting a paycheck is immediate. One click on the trash icon, no confirmation.
• The Growth table only counts New Biz for you. Lapses, cancels and transfers stay at zero until someone enters them on Service → Retention, which makes growth look better than it is.
• The bonus cards appear only on the current year. Switch the year selector back to this year if they have disappeared.

Try it now#

Open Book of Biz → Renewal Base and click Add Month. Pull last month's in-force premium and household figures from your carrier's reports, enter them with last month's date, and save. Then switch to Growth and look for P&C Premium Growth Over Time. If it is not there yet, you have one snapshot — add next month's and the chart appears. That is the whole habit: five minutes, once a month.

The rhythm that makes it work#

ATP is only as good as what goes into it. Agencies that get value out of it inside a month all run some version of the routine below. Agencies that do not are almost always agencies where sales get entered in a batch at the end of the month, which is exactly when the numbers stop being useful.

Every day#

Producers, before you leave: log the day's sales and the day's activity. Both take under two minutes on the Commissions and Activity tabs. Sales entered on the day they were written are the single biggest driver of whether any of the rest of this is accurate.

Owner, once in the morning: open the Dashboard. Look at two things — where the team is against pace, and whether yesterday's numbers actually got entered by everyone. A tab that says zero usually means nobody typed, not that nobody sold.

Every week#

Run the huddle off the Dashboard. The Huddle mode button puts the agency's numbers on a screen everyone can see, without exposing anyone's individual commission.

Check activity against results. If the calls and quotes are there and the sales are not, that is a skill conversation. If the calls and quotes are not there, that is a different conversation. The Activity tab is what separates the two.

Every month#

Work through this list in the first three business days of the new month. ATP will remind you with a gold strip across the top of the app if it can tell last month is unfinished.

1. Fill in issued dates and issued premium for last month's sales on Commissions. Anything still showing a dash under Issued has not been reconciled yet.
2. Enter Financial Services sales first if any are still missing, then the remaining P&C — same rule as always.
3. Enter last month's marketing spend and lead counts on Marketing, from each vendor's billing statement.
4. Enter agency commission and expenses on Agency P&L, from your commission statement and your bookkeeping.
5. Take a Book of Business snapshot once your carrier's reports have posted.
6. Generate the Monthly Report from the sidebar. It produces an eight-page PDF for the month — the thing to send an owner, a coach, or your own file.
7. Compare ATP to your carrier's production report. They should agree. Where they do not, the difference is nearly always a missing issued date or a sale nobody logged, and finding it now is how the tracker stays trustworthy.

Every quarter#

Re-read your commission structures against what you are actually paying people. Pay arrangements drift; ATP will keep calculating whatever you told it in January until you tell it something else.

Look at Marketing across the full quarter rather than a single month. One month of lead-vendor data is noise. Three months is a decision.

The team member's first week#

If you are a producer or service team member, this is the whole job. You can ignore the rest of this guide until you are curious.

What you can see#

Seven tabs: Dashboard, Commissions, Activity, Bonus, Leaderboards, Time, and AI Search. On a phone, four of them sit in the bottom bar and the rest are behind the More button — the three dots at the right end of that bar.

On Commissions you see your own sales only. Not your colleagues'.

Day one#

1. Open the invite link your manager emailed you and create your account with that same email address.
2. Put ATP on your phone — App Store on iPhone, or Add to Home Screen from your phone's browser.
3. Open the Bonus tab once and read your structure. It tells you exactly what you are being paid for, which is worth knowing before you spend a week working on the wrong thing.

If you ever see an amber bar saying your account is not linked to an agent record, tell your manager before you log anything. Until it is linked, your sales can land on someone else's name.

Every day, twice#

When you write a sale: Commissions → Add Commission. Pick the policy type, enter the premium, and save. If the same household bought more than one policy, use Add Another Policy instead of saving them separately — bundled households are rated differently, and entering them one at a time can cost you the better rate.

If you sold Financial Services and Property & Casualty in the same month, enter the Financial Services ones first. Your P&C rate is set from the Financial Services business issued that month, at the moment you save. Entering P&C first can lock in a lower rate than you earned.

Before you leave: Activity. Enter the day's counts — calls, quotes, appointments, follow-ups, referrals. It takes under a minute and it is the number that gets used when someone asks why a month went the way it did.

Once a month#

Check the Issued column on your own sales. Anything showing a dash is an application that has not been marked issued yet. Your premium-based bonuses count issued business, so a stack of unreconciled applications makes your own bonus look smaller than it is. Fill in the issued date and issued premium as they come through.

When you want to know something#

Use AI Search and ask in plain English — "how many apps did I write last month", "what's my close rate", "how much bonus have I earned". It answers from your agency's own data. It will not answer questions about carriers, and it declines anything that looks like personal customer information.

The conversational version runs on phones and in the installed app. On a desktop browser you get the built-in search, which answers the same questions.

When something looks wrong#

Most of what looks like a bug in ATP is one of six things. Work down this list before you call anyone.

The page is empty and I know we sold things#

Check the month. Several screens open on the current month, and on the first of the month that month is empty by definition. On Commissions, set the Month filter explicitly before you read the totals in the header — the count and dollar figure at the top of the page follow the filter.

Also check the Agent filter, which may still be pointed at one person from the last time you used the page.

A sale is on the wrong person's name#

Two causes. Either the sale was entered while the wrong team member was selected in the form, or the person who entered it does not have their email address on their agent record.

Fix the second one at Settings → Agents by putting the person's sign-in email on their agent record. Fix the first by opening the sale and changing the agent.

If you see an amber bar reading "Your account isn't linked to an agent record yet", this is exactly what has happened, and anything logged in the meantime needs checking.

The commission is not what I expected#

Commission is calculated when the record is saved, from the structure assigned to that person at that moment. It does not recalculate later on its own.

• If every sale for a person is wrong, their commission structure is wrong or they are assigned to the wrong one. Fix it at Settings, then re-save the affected sales so they pick up the new math.
• If only the Property & Casualty sales are wrong, this is almost always the Financial Services ordering rule. See the Commissions section for the repair.

The numbers do not match my carrier's report#

Start with the Issued column. ATP tracks applications submitted and policies issued separately, on purpose, and different screens count different ones — the guide says which, tab by tab. A tracker full of applications that were never marked issued will not match an issued-basis report from your carrier, and neither one is wrong.

Second most common cause: a sale nobody logged. Compare counts before you compare dollars; it is faster to find.

A red bar says my data is out of date#

Someone else on your team saved while you had the page open. Click Refresh now and continue. Nothing you entered is lost — it is on this device and will be pushed up — but keep entering on a stale page and you make the merge harder than it needs to be.

It says "Offline"#

Keep working. Everything you enter is saved on the device and pushed to the cloud when the connection comes back, including after you close the app. The indicator will go back to Synced on its own.

I cannot get into my agency#

Read the exact wording on the screen; the four messages mean different things.

• "Setting up your agency…" — brand-new account, the workspace is still provisioning. Wait a few seconds and click Try again.
• "Couldn't Verify Your Session" — a sign-in hiccup, not a data problem. Retry.
• "No Access to This Agency" — you are signed in with an account that belongs to a different agency. Open your own agency's link, or sign in with the right account.
• "Your account doesn't have access to this agency yet" — you have an account but no invite. Ask your manager to send one from Settings → Agents → Invite.

Still stuck#

Use Help in the top bar. It sends your question straight through with the context of what page you were on, so you do not have to describe it. Include what you expected to see and what you saw instead — that pair answers most questions in one reply.