Every team. Every dollar. Every objection.
The operator dashboard surfaces what you actually need to run an agency — issued premium against target, AI-generated coaching briefs, and the leading indicators that move the number next week.
- Live revenue leaderboards
- Multi-tier agency permissions
- Automated AI coaching insights
- Carrier-level attribution
For the operator
running the floor.
Issued premium, in realtime.
No more month-end spreadsheets. Track issued premium across teams, books, and reps as it happens — with attribution all the way back to the originating lead.
Built for the agency, not the rep.
Role-based permissions for owners, managers, team leads, and reps. Carve up visibility cleanly across multiple books, downlines, and sub-agencies.
Briefs that actually move the number.
Spot underperforming reps before payroll does. Our AI surfaces the specific objections they're losing on and packages coaching material team leads can run with.
From dial to dollar.
Funnel analytics across every stage — source, contact, appointment, sit, issue — sliced by team, rep, and campaign. Know what's working before the carrier bonus pays out.