Track Every Policy Sold in One Place
Log sales, monitor team performance, and visualize revenue trends with dashboards built for insurance agencies.
Sales Reporting Form
Log multi-policy sales with carrier, premium, policy number, effective date, and service team credit in seconds.
Interactive Dashboards
Area charts, leaderboards, and summary widgets show premium volume, policy counts, and trends by week, month, or year.
Sales records
Filter, search, edit, and export every sale. Inline filters for date, product, carrier, and agent.
CSV Export
Export your sales data at any time for reporting, accounting, or compliance.
Frequently Asked Questions
Can I track multi-policy sales?
Yes. Each sale supports multiple policies with different products, carriers, and premiums linked to the same transaction.
Who can see the sales dashboard?
Agents and managers see agency-wide data. Sales and service roles see their personal performance.
Can I import existing sales data?
Yes. Send us a CSV, an Excel file or a text PDF of your past sales. Our support team loads it for you and checks for duplicates.
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Every package is free for 14 days. See it with your own leads.
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