Know the month is slipping in week one. Not week five.
Quotes, policies, commission, lead dispatch and daily activity. One system your whole office is actually in. You'll see the slow month coming while there's still month left to save it.
No credit card. $79/mo including your first producer, $25 each after. Your office staff are free, always.
You already know how the month went. You just knew it too late.
You find out too late
The month closes, the numbers land, and now you know who missed. By then there was nothing left to coach, only something to explain.
Commission lives in a spreadsheet
Tiers, splits, chargebacks, the life flat. Rebuilt by hand every month, trusted by nobody, and wrong often enough that everyone checks it twice.
“Who got the last lead?”
Walk-ins and agency leads get handed out by whoever's closest to the door, and every producer keeps a private tally of how unfair it was.
You shouldn't need week five's report to fix week one's problem.
We run an agency too.
Agency Tracker wasn't dreamed up by a software company that discovered insurance. It was built inside a working insurance agency because the reports were always a month late, the commission spreadsheet was always suspect, and the lead argument never ended. Every screen in it exists because a real Monday needed it.
And when you write in, you're talking to the person who builds it. Tell them what your office actually needs and it tends to show up.
Here's the plan
- 1
Start the free trial
7 days, no card, no demo call. You're in the system in a couple of minutes.
- 2
Set it up. We walk you through it
It works out of the box: standard policy types, daily targets and lead sources are already loaded. The setup guide walks you through tuning each one to your agency: your rates, your comp, your people. Producers are $25. Everyone else joins free.
- 3
Run Monday from one screen
Daily activity fills in as the office works. Walk-ins route fairly. Commission computes itself. And when week one is slow, it says so. In week one.
If half the office isn't in the system, the numbers are fiction.
Per-seat software does something quiet to an agency: you license your two heaviest hitters, and everyone else (the newer producers, the assistant, the front desk) runs on paper and memory. Then the reports come out of the two-seat system, and everybody nods along to numbers that describe a fraction of the building.
Every producer is in
Producer number six costs $25, not another licensing conversation. Nobody gets left out of the system for budget reasons, so nobody's business is invisible to it.
The front desk too
Staff seats are free, so the person who actually greets the walk-in is the person who logs it. The dispatch board runs on what really happened at the door, not on what somebody remembered to type in later.
So the numbers are real
Coaching, pillars, dispatch and commission all read the same complete book. Seeing the month slip in week one only works if the whole week, from the whole office, is actually in the system. That's the point of the pricing.
What's inside
Not a roadmap. This runs an agency today.
Daily Pillars
The activity that causes sales, tracked daily, so a slow month shows up while it's still fixable.
Coaching that says what to do
Not another chart. Who's off pace, why, and the next move, while there's month left.
Self-computing commission
Tiers, contract rates, chargebacks, the life flat and conversion credit, calculated live from the policies you already logged.
Lead dispatch you can defend
Who's up, who's benched, and the reasoning in the open. The fairness argument ends.
Leaderboard & wallboard
Producers only, countable business only, up on the office TV. The scoreboard runs itself.
Attribution that holds up
Who prospected it, who owns it, who sold it: decided by rules everyone can read.
Your book stays yours
Producers see their own pay; you see everyone's. The book itself is shared, so whoever answers the phone can help. Every change is logged, with a name on it.
Export any day
Clients, quotes and policies to a spreadsheet whenever you like, including the day you leave.
You pay for the people who write business. That's it.
So the pricing is simple: producers are cheap, and everyone else is free. There's never a budget reason to leave someone out of the system.
Everyone who doesn't write business is free. Unlimited.
Assistants, service reps, office managers, an owner who doesn't sell: real logins, real permissions, no charge. Hire another tomorrow; your bill doesn't move.
We're in early access, and early-access agencies lock today's pricing for life. It doesn't go up when we grow, and it doesn't go up when you do.
Start your 7-day free trialNo card required. Cancel any time.
The platform and your first producer. Then $25 for each producer after that.
| Your team | Per-seat software | Agency Tracker |
|---|---|---|
| 3 producers | billed | $79 + $25 + $25 |
| Assistant | billed | $0 |
| Service rep | billed | $0 |
| Office manager | billed | $0 |
| You pay for | All 6, every month | $129/mo, 3 seats free |
The three questions everybody asks
- “Will my producers actually use it?”
- A producer's whole day in here is one screen and a few minutes: log the quotes, log the touches, mark what sold. They do it because their leaderboard spot, their bonus and their next walk-in all run off it. The one who doesn't log won't like what the board says, and you won't have to be the one who says it.
- “How bad is switching?”
- Start on the 1st and the month starts clean. You don't have to backfill a year of history to get value out of week one. Your trial is seven days, free, with no card, so you can put a real month in it before you commit to anything.
- “Whose data is it?”
- Yours. Always. Export your clients, quotes and policies to a spreadsheet any day you like, including the day you decide to leave. Your book is not collateral for your subscription.
Then the month changes.
The wallboard's up. Pillars are filling in by lunch. The walk-in goes to whoever's actually next. Commission is already right, and nobody rebuilt a spreadsheet to prove it. And when week one is slow, you know by Tuesday, with a whole month left to do something about it. You spend the month coaching it, not explaining it after the fact.
Start your 7-day free trialAlready have an account? Log in