Agent pipeline
Agents who reached each stage, and the share that moved on from the stage before it.
Active agents
0
In onboarding
0
Before first sale
Producing
0
First sale or beyond
Ready to sell
0
RTS with at least one carrier
Needs attention
0
Follow up, stalled, or 7+ days quiet
Updates due
0
Weekly or monthly overdue
Onboarding to sale
0%
Enrollments this week
0
Manager leaderboard
Every manager's team, ranked. Only the admin sees this view. Each manager sees just their own agents.
Full comparison Click a column to sort.
Team roster
Everyone who has signed in. Managers have their own team and appear in rankings. Intake staff add agents for managers and have no team of their own. Reload after changing someone's role.
Growth, last 12 weeks
Built from the Start and First sale dates in the tracker.
Agents recruitedAgents with a first sale
Setup progress
How many active agents finished each step, and the average day it happened after their start date.
Ready to sell by carrier
Agents marked RTS out of the agents who have that carrier on their list.
Add agents
Add one or more agents and choose the manager they report to. They show up in that manager's tracker. Every manager can see the intake list (names, manager and notes) but not each other's trackers, so keep personal details out of the note.
Intake list
Waiting means the manager has not opened the page yet. It moves to In tracker on its own.
| Added | Agent | Manager | Type | Status | Added by | Note |
|---|
Agent tracker
Click any cell to edit. Press Open on a row for the full checklist, carriers and updates. Changes save on their own and every manager sees them.
Ready
Sample data. Nothing here is saved, and the names are made up.
No agents in the tracker yet
Add your first agent, paste a list, or look at sample data to see how the reports fill in.
| Agent | Manager | Type | Stage | Status | Setup | RTS | Start | First sale | Enroll / wk | Apps / mo | Last contact | Weekly | Monthly | Next step |
|---|