Performance Tracking
- Real-time dashboard
- Goals & Activity tracking
- Team leaderboards
- Month-end forecasting
The live performance hub for insurance teams
Every Sale, Every Dollar,
In Plain Sight
Every goal, every activity, every milestone, always in front of the people who need to see it.
Live updates in real timeSecure & reliableBuilt for sales, service & managers
Built to drive performance
Everything in front of your team.
All the time.
Log a sale once, and AgencyScope automatically updates commissions, goals, leaderboards, bonuses, pipeline, forecasts and reports, in real time.
Compensation & Payroll
- Automatic commission calc
- Multiple commission plans
- Production boosts
- Payroll-ready reports
Goals & Accountability
- Monthly expectations
- Individual & team goals
- Goal progress dashboards
- Coaching opportunities
Motivation & Recognition
- Live leaderboards
- Sales announcements
- Team challenges
- Achievements & bonuses
Reports & Insights
- Commission reports
- Production reports
- Forecast reports
- Scheduled email reports
Built for Insurance
- P/C, life, health & retirement
- Household vs. policy counting
- Previous carrier tracking
- Premium tracking
Sales & Renewal Funnels
NewSales funnel
- Quote to close, by stage
- Follow-up reminders
- Lost reason tracking
- Close rate reporting
Renewals funnel
- 90, 60 & 30-day views
- Assign & reassign renewals
- Premium at risk
- Retention rate
“AgencyScope isn't just tracking production. It's helping agency owners build a culture where visibility, coaching, accountability, recognition, and friendly competition naturally increase production.”
Sales funnel & renewals
Never lose track of a quote.
Every deal, first call to close.
Follow-ups stay on schedule, and closing a deal logs the sale for you.
Sales Funnel
Pipeline $163,948Close rate 53%Quote30
$80,657
Daniel J. Abernathy
Homeowners, Auto, Umbrella
Follow up Oct 16
$4,352Trevor A. Cruz
2 Auto
Follow up Oct 18
$3,300Appointment16
$42,023
Hana A. Ashworth
2 Auto
Tomorrow, 10:00 AM
$3,895Kofi B. Dang
Recreational Vehicle
Thu, 2:30 PM
$979Follow Up7
$16,080
Fatima J. Garcia
Homeowners, Auto
Due today
$4,603Lucia I. Hughes
Auto, Renters
Follow up Oct 17
$2,112Closed20
$58,080
Lindsey M. Mendoza
Homeowners, 2 Auto
Sale logged
$5,465Ava D. Lindqvist
Auto, Renters
Sale logged
$1,545Renewals work the same way
Upcoming renewals move across their own board, so your team knows who's working each one and what premium is on the line.
90 days60 days30 daysContactingAppointment heldRenewed
For managers
Lead with clarity.
Drive better results.
Get a real-time view of your entire team. Track performance, monitor goals, and keep everyone aligned and accountable.
01
See the whole agency at a glance
Quotes, appointments, new policies and premium against your agency targets, rolled into one production score.
TEAM PACE · OCTOBER
BAR = % OF EXPECTATION · DASH = TODAY'S PACE · $ = PREMIUM
Priya Raman
92% of exp
$15,120Brandon Kealoha
81% of exp
$13,460Hannah Sorensen
74% of exp
$12,980Luis Navarro
68% of exp
$11,870Tyler Brennan
57% of exp
$9,24002
Know who's on pace and who's driving production
Every producer's progress against expectations and the premium they've written, side by side.
03
Coach with facts, not feelings
A monthly scorecard for each person, with the very next milestone that moves the needle.
