Choose the result you want to see, then complete the same connected work an agency leader or producer handles each day. Everything here uses sample data and nothing changes a real account.
SAMPLE DATA · NO LOGIN
What do you want to accomplish?
Each short walkthrough ends with a business result—not another feature screen.
Start with work that affects clients, growth, revenue, and readiness.
Work requiring attention
Agency pulse
Team
Manage producers, delegated administrators, assignments, readiness, and books of business.
AGENCY VIEW · 6 ACTIVE
Team directory — 6 active producers
Clients
Search the agency directory, open a complete client record, or review a producer’s book.
Every client record connects the responsible producer, policy, carrier, renewal, service work, documents, and revenue.
Agency client directory
Saved view · Books by producer
Avery Anderson42 clients
Maria Chen33 clients
Jordan Bennett37 clients
Revenue
Follow written premium through carrier commission, agent payout, and retained agency revenue.
POLICY-LEVEL SAMPLE
WRITTEN PREMIUM$184K
GROSS COMMISSION$22.8K
AGENT PAYOUTS$14.6K
AGENCY REVENUE$8.2K
Every amount below opens the connected client, policy, payout, and renewal record.
Recent commission activity — open the supporting policy
Licensing
Review state licenses, lines of authority, ownership, and upcoming expirations.
SAMPLE IMPORT RESULTS
LICENSE RECORDS126
CURRENT118
DUE IN 60 DAYS6
EXPIRED2
Licenses requiring attention
Carrier appointments
See agency relationships and agent appointment progress.
SAMPLE APPOINTMENTS
AGENCY CARRIERS9
ACTIVE APPOINTMENTS142
PENDING11
FOLLOW-UP4
Carrier overview
OneShare Health18 appointed agentsACTIVE
Americo15 appointed agentsACTIVE
Mutual of Omaha4 pending requestsPENDING
Training management
Assign courses and follow completion across the agency.
SAMPLE ASSIGNMENTS
COURSES12
ASSIGNMENTS86
COMPLETED71
OVERDUE5
Current training — choose a course
Sales
Follow every opportunity from source to activity, quote, client, policy, and revenue.
Pipeline summary · 184 total records
Preview and assign the sample import
Validate every row and responsible producer before adding anything to the queue.
Choose a CSV to preview
Lead queue · choose a stage above or a record below
Campaign performance
Work
One agency queue for sales follow-ups, renewals, service, compliance, and assigned tasks.
AGENCY-WIDE WORK
All work requiring action
Documents & delivery
See the operational trail for secure delivery and signature requests.
AUDITED DELIVERY
VAULT DOCUMENTS86
DELIVERED31
AWAITING SIGNATURE5
NEEDS ATTENTION2
Recent delivery activity — open an event
Welcome back, Avery
Start with the next revenue-producing action, then complete assigned client and readiness work.
Agent view is scoped to Avery Anderson. Agency totals and other producers are not shown here.
Sales priorities
Today's work
Sales
See performance, work the next opportunity, and keep every follow-up connected.
Recommended next actions
New opportunities
My lead sources
Referrals8 leads · 4 won50%
Website7 leads · 2 won29%
Community event6 leads · 2 won33%
Add a lead
Create a complete record and open it immediately in the lead workspace.
My clients
Continue policy, renewal, and service work after a lead is won.
42 ACTIVE
Bound clients — choose a record
My work
Complete assigned follow-ups, renewals, compliance work, and general tasks.
3 OPEN
Assigned work — choose a task
Client record
Contact, policy, renewal, service, documents, tasks, and revenue stay connected.
Client details
Policy & carrier
Commission & revenue
Renewal & open work
Recent activity
Aug 28Policy packet delivered
Aug 20Renewal review scheduled
Task record
Complete, reschedule, or reassign work without losing the related business record.
Task details
Related record
Delivery event
Provider status, recipient, document, and related client remain in one audited event.
Delivery details
Audit trail
Related record
Work lead
Review the opportunity and document the next sales step.
Lead details
OwnerAvery AndersonASSIGNED
ProductTerm LifeNEW
CarrierMutual of OmahaAPPOINTED
Phone(555) 214-9002READY
Suggested opening Hello, may I speak with Daniel? This is Avery Anderson with First Connect Agency. I’m following up regarding your insurance request. Is now a good time for a brief conversation?
Activity timeline
CreatedReferral assigned to Avery Anderson
Record sales activity
My licenses & continuing education
Only your own records are shown in agent mode.
AVERY ANDERSON
LICENSED STATES8
ACTIVE7
RENEWAL DUE1
CE HOURS RECORDED22
My state records
Ohio · Life & HealthExpires Mar 31, 2027ACTIVE
Michigan · Life & HealthExpires Jan 15, 2027ACTIVE
Pennsylvania · LifeExpires Sep 30, 2026RENEWAL
Continuing education progress
22 of 24 hours recordedCycle ends Sep 302 HOURS
My courses
Training assigned to you, with due dates and completion status.
3 ASSIGNED
Assigned training — choose a course
Overall completion
2 of 3 on schedule1 course in progress67%
Agent help
Ask a workflow question or browse answers prepared for agents.
HELP CENTER
Select a common question below or type your own to preview Agent Help.
Common questions
My Production
Your written policies, premium, earned commission, and agency-managed payment status.
AGENT VIEW · READ ONLY
Commission rates and payment status are managed by the agency. Choose a summary above or a client below to inspect the supporting policy record.
My policy and commission history
Compliance
Prioritize licensing, continuing education, training, and carrier-readiness exceptions.
AGENCY VIEW
Exceptions requiring agency action
Reports
Filter, review, save, schedule, and export operating data without leaving the page.
AGENCY VIEW
CE records
Agency-entered continuing-education records and reminders, kept separate from official state determinations.
AGENCY VIEW
AGENTS TRACKED20
ON TARGET16
DUE IN 60 DAYS3
PAST REMINDER1
CE reminders by agent
Avery Anderson · Ohio22 of 24 hours recorded2 HOURS
Maria Chen · New York24 of 24 hours recordedON TARGET
Taylor Diaz · FloridaReminder date passedREVIEW
Agency Calendar
Deadlines, appointments, renewals, and assigned work in one operating calendar.
AGENCY VIEW
Upcoming agency work
Service center
Manage endorsements, cancellations, claims, and client requests from intake through completion.
AGENCY VIEW
OPEN REQUESTS18
DUE TODAY4
WAITING ON CARRIER7
COMPLETED THIS WEEK23
Requests needing action
Agency setup
Prepare providers, calling, team management, and delegated access for the agency workspace.
AGENCY LEADERS ONLY
Workspace settings
Interactive sample only. No account or password is needed, and no action changes a real account.
YourAgencyDesk