Insurance performance, clearly measured
The insurance agency dashboard built for district managers and agents
My Agent Tracker turns your agency reports into a live sales dashboard. Track premium, policies, quotes, close ratios, and goal progress by agency or producer, all in one secure place.
Current period
District performance
Policies
1,284
Quotes
4,912
Close rate
26.1%
Premium
$1.86M
Illustrative sample data
One shared view
Built for both sides of the district
Managers see the full district. Agents get a focused view of their performance and position.
For district managers
Get a clear picture of every agency and producer without chasing spreadsheets.
- Spot momentum shifts before the month ends
- Run rankings and leaderboard contests automatically
- Export branded PDF reports for district meetings
- Give every agency one shared source of truth
For agents and producers
Know exactly where you stand and what to focus on next.
- Check your numbers anytime, from any device
- See exactly where you stand on bonus and incentive goals
- Compare your agency with district peers
- Print your scorecard for one-on-one meetings with your manager
Everything in one dashboard
Run a data-driven district without the manual work.
01
Real-time district numbers
See policies, quotes, premium, and close ratios for every agency and producer in one place, updated as soon as new reports are uploaded.
02
Month-over-month trends
Compare the current period with the previous one using matching-day logic, so you always compare like for like.
03
Agency and producer views
Switch between agency rollups and producer-level detail to see who is driving momentum and who needs support.
04
Bonus and incentive scorecards
Track points, club qualification pace, loss ratio goals, and agency development progress without building spreadsheets by hand.
05
Simple report uploads
Admins drop in standard agency reports. The tracker parses them, removes duplicates, and keeps the numbers clean.
06
Secure, role-based access
District managers, agents, and viewers each see only what they should. All data stays behind a login.
Frequently asked questions
- What is an insurance agency tracking dashboard?
- It is a shared dashboard that turns agency reports into live numbers — premium, policies, quotes, close ratios, and goal pace — so a district manager and every agent are looking at the same figures instead of separate spreadsheets.
- How do district managers use My Agent Tracker?
- Admins upload standard agency reports. The tracker parses them, removes duplicates, and updates agency and producer views, rankings, month-over-month trends, and bonus scorecards automatically.
- Can agents and producers see their own numbers?
- Yes. Agents sign in and see their agency's production plus where they stand in the district, and they can print a scorecard for one-on-one meetings with their manager.
- Is my agency data private?
- Yes. All data sits behind a login with role-based access, so district managers, agents, and viewers each see only what they should.
- Can I try it before loading my own data?
- Yes. Request a demo login and you will get instant access to a sample district with made-up agency names and numbers.
- What reports can I upload?
- Agency detail, loss ratio, survival rate, and bonus scorecard reports in Excel, CSV, PDF, or screenshot form. The tracker recognizes reports by their contents, not by file name.
Guides for district teams
Practical reading for district managers and agents who run on numbers.
Insurance agent performance metrics
The six numbers that predict an agency's month — and how to read them.
Tools for insurance district managers
How to run a data-driven district without living in spreadsheets.
The insurance agency scorecard, explained
What a good scorecard tracks and how to build one agents trust.
Ready to see your district's numbers?
Request a demo login and explore a sample district in minutes, or sign in if you already have an account.
Supported districts
District 31 — Northern California
District 37 — Austin