In development · invitation only
The staff portal for insurance agencies
A staff portal for insurance agencies: production tracking, lead and vendor analytics, a producer sales toolkit, time off, book of business and P&L, with each agency's data kept separate. Built for Allstate agencies first.
What it will do
My Agency Grid is being built from a portal already in daily use at one agency. These are the tools on the way.
Production tracking
Daily items, quotes, calls and talk time per producer, scored against your own targets, with week and month views.
Lead and vendor analytics
What each lead vendor and campaign costs and produces, from your dialer and billing exports.
Producer sales toolkit
A call dashboard, scripts, email and text templates, and quote follow-up, connected to your CRM.
Time off
Half-day PTO requests, approvals, balances and carryover, tied into the production tracker.
Book of business and P&L
Retention, policies in force and loss ratios by line, plus a P&L built from your own statements.
Built for customer data
Two-factor sign-in for every account, each agency's data isolated from every other, and no customer data in logs.