Performance Tracking
- Real-time dashboard
- Goals & Activity tracking
- Team leaderboards
- Production trends
- Month-end forecasting
- Historical reporting
Everything your agency needs to drive performance.
One platform to track production, motivate your team, calculate compensation, and give every team member complete visibility into their performance.
PRODUCTION INDEX
92↑ 8% vs last month
COMMISSION PLAN
- 7%Bronze
- 8%Silver
- 9%Gold
- 10%Platinum
3 more new P/C accounts to reach 9%
SALES FUNNEL
This month- Quoted12
- Follow-up8
- Appointment6
- Won5
Close rate42%
JUST SOLD
Live
Brandon Kealoha
Home + Auto · new household
$3,105
Everything connected.
Everything updated.
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
- Carrier overrides
- What-if calculator
- Payroll-ready reports
Goals & Accountability
- Monthly expectations
- Activity & production goals
- Individual & team goals
- Goal progress dashboards
- Coaching opportunities
- Goal completion reports
Motivation & Recognition
- Live leaderboards
- Sales announcements
- Team challenges
- Achievements & bonuses
- Commission milestones
- Social share cards
Reports & Insights
- Commission reports
- Goal & Activity reports
- Production reports
- Payroll reports
- Forecast reports
- Scheduled email reports
Built for Insurance
- P/C, life, health & retirement
- Household vs. policy counting
- Personal & commercial lines
- Previous carrier tracking
- Carrier-specific reporting
- Premium tracking
Sales & Renewal Funnels
- Quote to close, by stage
- Follow-up reminders
- Lost reason tracking
- Close rate reporting
- Deal notes & attachments
- Closing a deal logs the sale
Leadership & Coaching
- 1 on 1s with prep & recaps
- Commitments that carry forward
- Team meeting builder
- Live meeting presenting
- Annual planning & hiring goals
- Team ROI analytics
“I’m a tough critic of new systems, and after trying several, Agency Scope has genuinely impressed me. It brings KPIs, opportunity tracking, and notes into one easy-to-use platform. It helps our agency stay organized, keeps our team accountable, and ensures opportunities don’t fall through the cracks. It’s practical, efficient, and easily the best system we’ve used!”
One scoreboard.
Every screen.
On the office TV, at every desk and in every pocket, everyone sees the same live numbers.
Priya R. wrote Home + 2 Auto · 9 min ago
Tyler B. got a 5-star Google review · 22 min ago
Luis N. issued a Term Life policy · 2 hr ago
Hannah S. won the Fall auto blitz · todayThe office TV scoreboard is included with Performance and Premier.
What changes when everyone can
see the score?
More accountability
Everyone knows the goals and their role in achieving them.
Better coaching
Lead with facts, not feelings. Help your team grow.
Higher production
Clear expectations and visibility drive better results.
Stronger culture
Recognize wins. Celebrate together. Build momentum.
Spreadsheets track sales.
AgencyScope runs your agency.
Most agencies juggle a spreadsheet for pay, a CRM for quotes and a whiteboard for the leaderboard. AgencyScope replaces all three, built specifically for insurance.
| What matters | SpreadsheetsManual and fragile | Generic sales toolsNot built for insurance |  Built for insurance agencies |
|---|---|---|---|
| Commission & payrollTiers, boosts, splits, renewals, overrides | Formulas you rebuild every month | Basic or none | Calculated automatically, payroll-ready |
| Built for insuranceP/C vs. life, household vs. policy, personal & commercial | Whatever you build yourself | Generic deals and stages | Built in from day one |
| Live visibilityEvery rep sees where they stand | Updated when someone remembers | Manager-only dashboards | Every rep, live, all the time |
| Goals & expectationsWhat reps want vs. what you require | Hard to track | Goals only | Both side by side, with pace |
| Sales & renewal funnelsEvery quote and every renewal | Separate trackers | Sales pipeline only | Quotes and renewals on simple boards |
| MotivationCompetition and recognition | None | Basic recognition | Leaderboards, challenges, bonuses & badges |
| CoachingConversations based on facts | Gut feel | Activity counts | Monthly scorecards with next milestones |
| Agency insightsDecisions backed by numbers | Manual reports | Sales reports | Team ROI, carrier mix, forecasts, scheduled reports |
| Accuracy you can trustPay that holds up | Easy to break | Varies | Locked pay periods and dated plan changes |
Switching is simple
We build your comp plans
Our Implementation & Success Package sets up your plans, tiers and boosts with you.
Bring your history
Import past sales and see what your plans would have paid, month by month.
Your team learns in minutes
Built-in guided tours walk every role through their dashboard.
Ready to see the difference?
Join the agencies getting more visibility, stronger accountability, and better results with AgencyScope.