Know what every producer earns you
Commission tracked to the cent, split the way you actually pay, and a straight answer to which producers are carrying the agency. Set up in an afternoon — bring your existing book in from a spreadsheet.Team
- Commission by carrier, product and producer
- Producer leaderboard and margin per head
- Import your existing book from CSV
- Benchmarks against agencies in your state
Agency
- Everything in Growth
- Multiple lines, a full sales floor
Enterprise
- Everything in Scale
- However many producers you hire
What’s included.
Unlimited sales tracking
Log every policy, deal, and renewal — no caps, no overage fees.
Real-time commission calculations
Flat, tiered, split, override, new vs. renewal — calculated the moment a sale is entered.
Owner dashboard
Sales, commission expense, salary allocation, service costs, and company profit on one screen.
Producer dashboards
Each producer sees their own production, commission, goals, and rank.
Monthly & YTD leaderboards
Keep producers competing all year, not just at month end.
New vs. renewal tracking
Separate rates and separate reporting for new business and renewals.
Duplicate detection
Catch double-entered sales before you double-pay commission on them.
Goals
Monthly and annual targets per producer, tracked in real time.
Profitability tracking
Profit per deal, per producer, per month — not just revenue.
Pricing questions.
Is there a setup fee?
No.
Is there a contract?
No — month-to-month. Cancel any time.
What if I have more than one team or location?
Included. There is no extra charge for additional teams or locations.
Do you charge per user?
No. Unlimited producers are included in the $349/month plan.
Is there a setup fee?
Is there a contract?
What if I have more than one team or location?
Do you charge per user?
Everything included, for $349 a month.
No setup fee, no per-user pricing, no contract. See it with example agency data first.
