A page for each kind of team, and the person who runs it

Insurance agency software that shows who prospected this week.

See who's on pace to their pledge, without waiting for the weekly meeting.

See this week's number, and how far you are from the year's goal.

Catch the new adviser who's stopped prospecting in week three, not week seven.

See who's pacing behind this week, without asking anyone.

See if this week's enough, before anyone asks.

Everyone on the team sees the same week.

Keep a remote sales team on pace without another video call.

Run your team's sales week from a phone, not an Excel tab.

Know which consultant has gone quiet before the placements dry up.

Run a sales contest in five steps, and skip the sums.

Coach the rep whose activity is dropping, before the month ends.

Track your sales team's activity this week, not next month.