Real-Time Agency Dashboard

One dashboard. Every call, agent and dollar.

Watch your agents work live. Keep every customer in a built-in CRM. See each application next to its call. Know where every dollar went. Every client gets a login.

Get your rate Agent login

Live Agent Status

See who’s ready, who’s on a call and who’s closing.

  • See who’s ready, who’s on a call and for how long
  • Calls, talk time and applications for every agent, today
  • Pull up any agent’s calls and recordings
Agent tiles showing who is ready and who is on a call, with calls, talk time, applications and closing percentage today

Built-in Prospect CRM

Every caller tracked. Every follow-up scheduled.

  • A built-in CRM for every agent. No extra software.
  • Each agent sees their own customers. You see everyone’s.
  • Notes, tasks and follow-ups on every customer
An agent’s customer list with prospects, stages, follow-ups and states

Application Audit Log

Every application tied to its call and its recording.

  • Carrier, face amount and premium on every application
  • Open the call and customer behind any application
  • Closing percentage by agent
Applications page listing carrier, plan, face amount, premium and agent for each application

Financial Transparency

Every dollar accounted for.

  • Your prepaid balance and every charge against it
  • Request a top-up in one click
  • A downloadable statement for every month
Statements panel with a PDF and CSV download for each month

Included

Also in every login

Everything else that comes with your dashboard.

  • Every call, with its recording

  • Your hours, states and daily cap

  • Return requests from your call log

  • Monthly statements

  • Browser softphone for your agents

  • Team invites and password resets

Get started

Ready to get more applications written?

Tell us your target states, team size and daily volume. We’ll send your custom rate and your agreement.

Get My Rate Now