WHAT IT INCLUDES
Built around real agency work.
- Daily policy and premium totals
- Top five carriers and sales agents
- Recorded commission payments
- Quotes, calls, and emails by authorized staff
- Support, social, and team summaries
A DAILY SNAPSHOT FOR AGENCY LEADERS
Insurance Agency Management Dashboard
Bring sales, written premium, commissions paid, staff activity, support tickets, social publishing, team membership, and carrier results into one administrator view.HOW IT FITS THE WORKFLOW
From source to next action.
- 1Choose the reporting period.
- 2Review policy sales, written premium, and recorded commission payments.
- 3Compare the top carriers and producers for the selected period.
- 4Use activity, support, social, and team summaries to decide what needs follow-up.
COMMON QUESTIONS
Know where the tool stops.
Who can open the Agency Snapshot?
The snapshot is limited to the agency owner and authorized administrator or manager roles. Standard agents use their private Activity Tracker instead.
Where do the dashboard numbers come from?
They come from records entered or imported inside the agency workspace, such as policy sales, daily activity, commission payments, support tickets, and scheduled social posts.
Does the snapshot replace accounting or an agency management system?
No. It is an operational summary. Accounting records and the agency's policy system remain the controlling systems of record.