AgencyScope
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Features

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.

See all features in action
Production Index
92
↑ 8% vs last month
Commission (MTD)
$24,831.50
↑ 16.5% vs last month
Goal Progress
76%
● On Pace
Leaderboard
1Sarah Johnson
$5,214
2You
$4,287
3Jake Thompson
$3,842
Powerful Features. Real Results.

Everything connected. Everything updated.

Log a sale once, and AgencyScope automatically updates commissions, goals, leaderboards, bonuses, pipeline, forecasts, reports, and more—in real time.

Performance Tracking

  • Real-time dashboard
  • Goals & KPI tracking
  • Team leaderboards
  • Production trends
  • Month-end forecasting
  • Historical reporting

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

Sales Performance

  • Sales funnel
  • Pipeline management
  • Quote tracking
  • Follow-up system
  • Lost business tracking
  • Close rate reporting

Motivation & Recognition

  • Live leaderboards
  • Sales announcements
  • Team challenges
  • Achievements & bonuses
  • Commission milestones
  • Social share cards

Team Management

  • Team member setup
  • Roles & permissions
  • Onboarding wizard
  • Custom KPIs
  • Dashboard customization
  • Performance expectations

Reports & Insights

  • Commission reports
  • Goal & KPI reports
  • Production reports
  • Payroll reports
  • Forecast reports
  • Custom reports

Built for Insurance

  • P/C & Life tracking
  • Household vs. policy counting
  • Renewal tracking
  • Previous carrier tracking
  • Carrier-specific reporting
  • Premium tracking

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.

Visibility
Every sale, every dollar, in plain sight.
AgencyScopeComplete Visibility
Other ToolsPartial Visibility
SpreadsheetsOutdated Data
Performance
See what's happening right now.
AgencyScopeLive Dashboards
Other ToolsSome Dashboards
SpreadsheetsNo Live Dashboards
Accountability
Set goals, track progress, stay accountable.
AgencyScopeBuilt-In Accountability
Other ToolsLimited Accountability
SpreadsheetsHard to Enforce
Motivation
Goals, bonuses, leaderboards, recognition.
AgencyScopeMotivates & Engages Teams
Other ToolsBasic Recognition
SpreadsheetsLimited or None
Compensation
Commissions, payroll, and bonuses—automated.
AgencyScope100% Automated
Other ToolsManual Processes
SpreadsheetsManual & Error Prone
Renewals
Never miss a renewal. Stay ahead, every time.
AgencyScopeProactive Renewals
Other ToolsLimited Tracking
SpreadsheetsPoor Tracking
Agency Insights
Reports & analytics that drive better decisions.
AgencyScopeAdvanced Insights
Other ToolsAgency Insights
SpreadsheetsLimited Insights
Culture
Build a high-performance culture.
AgencyScopeCulture Drives Results
Other ToolsNo Culture Focus
SpreadsheetsNo Culture Focus

Ready to see the difference?

Join the agencies that are getting more visibility, stronger accountability, and better results with AgencyScope.

Schedule a DemoView Pricing