For insurance agency managers
See who's on pace to their pledge, without waiting for the weekly meeting.
Each adviser logs Sets, Openings, Closings and cases in one tap. You see them against the pledge, and each week reads Hit, Miss or On leave.
30 minutes. You choose the day and the time.
- No CRM to feed it.
- Your advisers log from their phone, or with /log in Telegram.
| Name | Sets | Openings | Closings | Closed | Points against target | Week |
|---|---|---|---|---|---|---|
| Priya Nair | 4 | 2 | 1 | 0 | 14 points, target 9.6 | Hit |
| Daniel Tan | 5 | 1 | 0 | 0 | 8 points, target 12 | Miss |
| Farid Ismail | 0 | 0 | 0 | 0 | 0 | On leave |
| Wei Ling Goh | 1 | 0 | 0 | 0 | 1 point, target 7.2 | Miss |
An agency's board on This week, with made-up names and the bar at 30%.
The kick-off
The pledge sheet goes in a folder, and the month's FYC arrives after the month
Everyone pledges at the kick-off, and a few weeks later nobody remembers the number. You hear the pace from the group chat and the weekly meeting. The new adviser who stopped prospecting in week three shows up in week seven.
01The pledge
See performance against each pledge, week by week.
A yearly goal doesn't tell you who's short this week. Each adviser enters their FYC goal and average case size, and the sheet works back through their ratios to Sets, Openings, Closings and cases a week. On the board that's a points target beside their name, at a bar you pick from 20% to 80%, less leave and Singapore public holidays.
- The bar goes back to 30% each time you open the view
- A full week of leave reads On leave, never Miss
- Advisers see their own target, and you see everyone's
- Bar at 30%A 32-point pledge needs 9.6 points3 overStarts here each time you open it
02Quiet weeks
See who's gone quiet, at 3 days and at 7.
An adviser who stops logging may have stopped prospecting. Needs you today lists who needs a word first: no entry for 3 days, then furthest behind their pledge, then trending down over 30 days. Send a nudge from the list, or open their card.
- Flagged at 3 days, and again at 7
- Anyone on leave drops to the bottom
- Late entries and edits on your Manager tab
- Wei Ling GohNo entry for 3 days3 daysFlagged again at 7
- Farid IsmailOn leaveDrops to the bottom
03FYC
See FYC add up from each logged case.
You shouldn't have to wait for the month to close to see FYC. A closed case records each policy, its annualised premium and first-year commission, with notes, photos and any partner who shared it. A second board ranks FYC month to date and year to date. Each adviser sees how far they are from MDRT, COT and TOT, worked out from what they've logged so far.
- Your Analytics tab shows Set to Closed
- A shared case splits 50/50
- Policies2 on this case
- Premium and FYCEntered for each policy
- Shared withDaniel Tan, split 50/50
- FYC boardMonth to date and year to date, from logged cases
- MDRT, COT and TOTHow far, from what she's logged so far
041:1s
Start each 1:1 with their pledge and their last two weeks.
You've got a limited number of 1:1s to spend, so start each one with the numbers. The card fills in their last two weeks against their pledge, their funnel against the team, their streak and last time's actions. Your notes go on a sheet with the columns you choose, and they get a read-only copy.
- A radar on their file compares them with the team's median
- Share a booking link with your coaching hours
- The AI chat can prep the 1:1
- Last two weeks8 points, then 12, against a target of 12
- His funnel5 Sets, 1 Opening, 0 Closings this week
- Streak6 weeks
- Last timeSet 10 appointments: done. Call the old list: not done
05The group
Post the week's rankings to your group, without typing them.
The post goes to your Telegram or WhatsApp group, with everyone ranked by points, their Sets, Openings, Closings and Closed, the biggest risers and who logged nothing. It starts switched off. An admin turns it on, and it goes out on Monday at 5pm unless you pick another day and hour.
- A close posts to the group too
- Priya NairNorth. S:12 O:4 CL:2 C:137
- Daniel TanCentral. S:9 O:3 CL:1 C:022
- Farid IsmailNorth. S:10 O:1 CL:1 C:017
- Most improvedFarid Ismail, up on his last 4 weeks
- Inactive (1)Wei Ling Goh, logged nothing
Goes well with
Stop rebuilding the week from the group chat.
Bring the pledge sheet you use now.
30 minutes. You choose the day and the time.
Before you bring your agency over
Will your advisers feel forced into it?
That depends on how you bring it in. Logging is one tap and never asks where they are, and they see their own streak, their pledge and their FYC. Their target stays between them and you.
Yes, though each adviser fills theirs in again in the app. There's no import for a paper sheet.
Anyone in your district, including the My Why answers. So tell advisers before they write them. On the board, only the adviser and their manager see the target.
Yes, if the close post is on. It prints the policy, premium and estimated FYC to the group, so decide that before you switch it on.
No. It tracks activity, pledges and logged FYC. Policies, payouts and licences stay where they are.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.