What's included
Overview, pipeline, performance, territory map and schedule.
Conversion, agent activity, status, revenue, policies and call logs, ready to run.
Build reports over leads, clients, policies, activities or commissions, then save and re-run them.
Daily, weekly, bi-weekly or monthly, to the people who need them.
Distribution, renewals, lapse risk, and retention and concentration by carrier.
Each management report sits behind its own permission.
Drill-down
Click a bar, a tile or a row and see the leads, policies or commission lines behind it. Persistency cohorts show how much of each month's business is still in force, down to the policies.
Statements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
Learn moreDrip campaigns across text and email, audiences, forms, landing pages and lead intake, with STOP and unsubscribes honoured everywhere.
Learn moreEach producer's day, earnings and credentials in their own portal, and a hub for managers to onboard, track and coach the team.
Learn more