For insurance agencies

Turn weekly activity into production.

AgencyTrack is the performance platform that runs the whole agency loop — agents plan and log, managers coach against the company floor, the back office reconciles every settlement, and recognition runs itself. One reconciled ledger powers it all.

Book a demo → Explore features
Built in Trinidad & Tobago · Agent → Unit → Branch → Sales Manager · CRO & Admin
YTD · SETTLED API
TTD 487K
81% of TTD 600K · 5 weeks left
PERSISTENCY
88%
STREAK
12 wks
THIS WEEK
TTD 24K
AWARDS
MDRT
★ 2 policies to deliver · 1 near the 30-day clock
EAGLES CLUB
Bermuda — unlocked
★ THIS WEEK · LEADERBOARD
1MSMarsha SinghTTD 24K
2APAnand PersadTTD 19K
0
role-based experiences — Agent to Tenant Admin, plus the CRO
0
day delivery clock — commission protected before clawback
0
company-floor activity standards, tracked every week
0
of awards & campaigns fed by one reconciled ledger
The agency loop

One rhythm, start to finish.

AgencyTrack mirrors how a branch actually runs — a weekly cycle from planning the year to recognizing the win, with the back office keeping every number honest.

01 · PLAN

Set the year

Agents build their Game Plan from income goals, and managers cascade targets — recommend or lock — down the hierarchy.

02 · CAPTURE

Log the week

Daily capture or the 5-minute Weekly Report Wizard rolls granular activity up into the eight company-floor KPIs.

03 · CONVERT

Sell & settle

The Policy Ledger tracks every case to settlement; the CRO confirms it against head office and writes the truth back.

04 · RECOGNIZE

Celebrate the win

Awards, campaigns, leaderboards and the Monday meeting turn settled production into momentum the whole branch feels.

Everything in the platform

Six surfaces. One source of truth.

Each cluster is a full toolkit — not a checkbox. Together they cover planning, capture, conversion, recognition, leadership, and the back office.

Plan

Plan the year, not just the week

Translate an income goal into the activity it takes to get there — then keep everyone aimed at the same number.

Game Plan (Looking Ahead)Money Needs calculatorGoal cascade · recommend or lockGap analysis
Capture

Logging that takes five minutes

Daily or weekly — granular wizard inputs roll up into the canonical company-floor KPIs automatically. No double entry.

Weekly Report WizardDaily CaptureKPI roll-upSubmission history & streaks
Convert

Sell & service

Keep policies moving to settlement and protect persistency — without becoming a CRM.

Policy LedgerJoint-Call PrepCommission PlaygroundPersistency Playground
Recognize

Recognition that runs itself

Awards, career levels, and competitive campaigns with a persistency gate — quality earns the prize, not just volume.

Awards & MDRTCareer PortalCampaigns + gateLeaderboards
Lead

Coach against the floor

Exception-first dashboards and the guided Monday stand-up put managers on the agents who need them.

Manager DashboardMaster SheetMeeting ModeWeekly WARsMonthly RecruitingCompliance
Operate · back office

The CRO finally has a seat

The Customer Relationship Officer is the human at the point of entry — receiving printed policies, chasing delivery against the 30-day clock, keying every submission, settling branch products, and compiling the Friday production report that opens Monday's meeting.

Delivery Register · 30-day clawback clockSubmissions / data entryBranch settlementsPolicy ReconciliationWeekly Production ReportDelivery metrics
The trust gate

Every number traces to one reconciled ledger.

  • Agents log it once. Production, persistency, awards, and campaign payouts all read the same data — never re-keyed.
  • The CRO confirms it. Each settlement is matched to head office; mismatches, NTUs, duplicates, and partials surface as exceptions.
  • Delivery protects pay. A 30-day clawback clock chases every policy to a signed receipt before commission is withheld.
DELIVERY REGISTER · SOUTH BRANCH
Anil Boodram
Platinum Edge · TL-08661
26
DAYS LEFT
Sara Khan
Term Life 20 · TL-08655
6
DAYS LEFT
Marcus Lee
Status conflict · carrier shows NTU
+3
DAYS OVER
Jamal Khan
Unmatched · in carrier file, no entry
?
MATCH
Who it's for

One platform, every seat in the agency.

Role-based experiences mean each person sees exactly what they need — and nothing they don't.

An insurance branch team in a boardroom meeting
One branch · one rhythm
Built around the people who actually run the floor.
AG

Agents

PLAN · LOG · GROW

A personal performance hub: plan the year, log in minutes, watch the goal bar climb, track awards and career level, and know exactly which policies to deliver.

UM

Unit Managers

PLAYER-COACH

Sell and lead from one screen — your own production alongside a unit roll-up, exception-first coaching, and 1-on-1s built on real ratios.

BM

Branch Managers

RUN THE BRANCH

Branch-wide visibility, the guided Monday meeting, campaigns you launch yourself, recruiting pipeline, compliance, and the at-risk delivery list.

SM

Sales Managers

CROSS-BRANCH

The whole agency rolled up — four branches, ten units, every leaderboard and award programme tracked against goal in one view.

CR

CRO / Back office

SOURCE OF TRUTH

The branch's operational hub: delivery register, data entry, branch settlements, reconciliation, and the Friday production report — all in one sign-on.

TA

Tenant Admins

CONFIGURE

Company config, activity standards, the awards ruleset, branches and users — the controls that make the platform fit your agency.

A closer look

Eight features, in depth.

The tools agents and managers actually live in — each one earning its place in the weekly rhythm.

01 · Capture

The five-minute Weekly Report

A guided wizard turns the week into clean data — granular inputs roll straight up into the eight company-floor KPIs, so nothing is keyed twice.

  • ✓Daily capture or one weekly submit — agent's choice
  • ✓Auto roll-up to Calls → Contacts → Appointments → … → Referrals
  • ✓Submit before Monday 9 AM to stay compliant
WEEKLY REPORT · STEP 7 OF 9
This week's activity
Calls Made92 / 60✓
Contacts Made58 / 40✓
Fact Finds14 / 10✓
Continue →
02 · Plan

Plan the whole year backwards

Game Plan starts from an income goal and works back to the weekly activity it takes — then managers cascade targets down the hierarchy, recommend or lock.

  • ✓Income → API → cases → weekly appointments
  • ✓Money Needs calculator grounds the number
  • ✓Goal cascade keeps the whole branch aimed alike
GAME PLAN · 2026
TTD 600K goal
requires, every week:
Appointments20/wk
Fact Finds10/wk
Clients Sold1/wk
03 · Truth

One reconciled Policy Ledger

Every case tracked to settlement, then confirmed against head office. Mismatches, NTUs, duplicates and partials surface as exceptions — not silent errors.

  • ✓Submitted vs settled, side by side
  • ✓Confirmed API feeds commissions, awards & campaigns
  • ✓Never a CRM — focused on status & cleanup
RECONCILIATION · SOUTH BRANCH
KM
Kareem Mohammed
submitted 32.4K · settled 29.8K
−TTD 2.6K
ML
Marcus Lee
agent: settled · carrier: NTU
CONFLICT
AB
Anil Boodram
36K = 36K
✓ MATCH
04 · Operate

The CRO's delivery register

Printed policies tracked from head-office dispatch to a signed receipt, with a 30-day clawback clock on every one — so commission is never quietly lost to a late delivery.

  • ✓Receive → notify → collect → deliver, logged
  • ✓At-risk list chases the clock before clawback
  • ✓Delivery writes the settlement date back to the ledger
DELIVERY REGISTER · 30-DAY CLOCK
Anil Boodram
Marsha Singh · sent Nov 24
26
DAYS LEFT
Sara Khan
Riaz Khan · sent Nov 22
6
DAYS LEFT
Hema Lakhan
past deadline · clawed back
+7
OVER
05 · Recognize

Campaigns with a persistency gate

Run company or branch campaigns as qualify-ladders or 1-2-3 races — every payout scaled by quality, so it's the right business that wins, not just volume.

  • ✓≥90% pays full · 85–89% half · 80–84% quarter · <80% out
  • ✓Broadcasts to the kiosk wall & the Monday meeting
  • ✓Counts toward annual awards
★ CHRISTMAS CAMPAIGN · PERSISTENCY GATE
≥90%
100%
85–89
50%
80–84
25%
<80
DQ
1MS
Marsha Singh
TTD 70K
2AP
Anand Persad
TTD 52K
06 · Lead

Coach exception-first

The Manager Dashboard and Master Sheet surface who's below the floor before anyone has to hunt — so 1-on-1s start on the agents who actually need them.

  • ✓Everyone banded against the company floor
  • ✓Coaching ratios & joint-work built in
  • ✓Player-coach view for unit managers
MASTER SHEET · SOUTH BRANCH
MS
Marsha Singh
TTD 24KON PACE
DL
Devin Lewis
TTD 9KBELOW
CJ
Carla Joseph
TTD 18KAT FLOOR
07 · On the wall

Kiosk Mode — retire the whiteboard

A theatrical TV display that rotates leaderboards, agent of the month, running totals, live campaign standings, awards watch and celebrations — stadium-scale type that makes agents want their name up.

  • ✓No more marker-and-eraser whiteboard
  • ✓Always live — fed by the same reconciled ledger
  • ✓Glow medals, week → month → quarter → year
★ THIS WEEK · TOP OF THE FLOOR
This Week.
1MS
Marsha Singh
S·02
TTD 24K
2AP
Anand Persad
S·01
TTD 19K
3SM
Selina Mohammed
S·03
TTD 17K
08 · In the room

Meeting Mode — the guided stand-up

The Monday meeting as a presentation, not a slideshow: open on the branch's reality, drill exception-first through each agent against the floor, land recognition, point at awards within reach, then wrap on actions captured.

  • ✓Branch → units → agents → recognition → wrap
  • ✓Live campaign leaderboards in the run-of-show
  • ✓Drive it from your phone as a presenter remote
★ RECOGNITION · THIS WEEK'S CHAMPIONS
2
AP
Anand
2nd
1
MS
Marsha
1st
3
SM
Selina
3rd
On the wall & in the room

Performance, made visible.

The same reconciled data drives two presentation surfaces — so the branch feels the momentum, not just reads it.

16:9 · TV

Kiosk Mode

A theatrical wall display that rotates leaderboards, agent of the month, running totals, awards watch, live campaign standings, birthdays and notices — stadium-scale type that makes agents want their name up.

This WeekLIVE
1MSMarsha SinghTTD 24K
2APAnand PersadTTD 19K
3SMSelina MohammedTTD 17K
PROJECTOR

Meeting Mode

A guided Monday stand-up: open on the branch reality, drill exception-first through each agent against the floor, land recognition, point at awards within reach, and run live campaign leaderboards — then wrap on actions captured.

BRANCH · THIS WEEK
TTD 142K
78% of TTD 182K floor · 14 advisors active
Why it matters

Outcomes you can feel by Friday.

+API

More production

Everyone aimed at the same company floor, coached exception-first, motivated by recognition that actually pays out.

−$0

Less leakage

The 30-day delivery clock and settlement reconciliation stop commission from being withheld or clawed back on undelivered policies.

↑

Stronger retention

Persistency is gated into every campaign and award, so quality business — not churn — is what gets rewarded.

1

One source of truth

From the agent's first keystroke to the agency PDF, every figure reconciles. No spreadsheets, no re-keying, no doubt.

Ready when you are

Run your agency on one rhythm.

See how AgencyTrack turns weekly activity into settled production, protected commission, and recognition that runs itself.

Book a demo → See every feature