Sales & Revenue
Sales Tracking That
Actually Works
Log every policy on a sale, see what the agency is writing, and stop keeping it all in a spreadsheet.
Real-Time Sales Dashboard
Premium, policies, and how each producer is doing
Multi-Policy Sale Logging
One household with three policies is one sale, logged once. New, existing, and rewrite are all handled.
23+ Carriers Built In
Pick your carrier from a list that is already filled in. The same list feeds your reports and your intake forms.
Interactive Dashboards
See premium by product, how each producer is doing, and how the month is trending. Filter by date, person, or product.
Sale Records Management
Every sale in one table you can filter, fix, or export to a spreadsheet.
No Sale Without the Paperwork
A card cannot reach Sold until the sale is logged. That is how the numbers stay honest.
Service Team Credit
Give your service staff credit on the sales they helped keep. It shows up on the record and in your reports.
Role-Based Permissions
You and your managers can edit any sale. Producers log and see their own. Every change is recorded.
Start tracking every sale
No more spreadsheets. Log your first sale in under a minute.