Agent Management
Every agent, from first day to top performer
A dashboard PDS builds for insurance firms to onboard, train, and grow their field agents. Each agent’s licensing, programs, and milestones on one screen, for the people who lead them.
One product, a view for each seat
What the home office sees
Adoption, completion, and on-track figures across the organization, year over year against its goals.
What field leaders see
Their own agents only: who is behind, what is missing, and what each one does next.
What training teams see
Completion by program, the items most often missing, and who is enrolled in each course.
On track - All offices
78 %
+6 pts on last year Goal 80%
| Month | This year | Last year |
|---|---|---|
| Jan | 70% | 66% |
| Feb | 71% | 67% |
| Mar | 73% | 67% |
| Apr | 72% | 69% |
| May | 74% | 68% |
| Jun | 75% | 70% |
| Jul | 76% | 70% |
| Aug | 76% | 71% |
| Sep | 77% | 71% |
| Oct | 78% | 72% |
Completion by program
- New agent onboarding 91%
- Licensing 84%
- Practice model training 63%
Summary - Office 12
- Agents
- 3
- On pace
- 2
- Overdue
- 2
My agents - Office 12
| Agent | Day | Onboarding | Licensing | Practice model | Pace | Next |
|---|---|---|---|---|---|---|
| Agent 1042 | Day 68 | Completed | Completed | Overdue | on track at 25 days, on track at 50 days, not reached at 75 days, not reached at 100 days | Overdue Practice model, module 2 |
| Agent 1057 | Day 81 | Completed | Completed | In progress | on track at 25 days, on track at 50 days, on track at 75 days, not reached at 100 days | In progress Competency evaluation |
| Agent 1071 | Day 57 | In progress | Overdue | No activity | behind at 25 days, behind at 50 days, not reached at 75 days, not reached at 100 days | Overdue Onboarding, week 3 |
Not completed yet - Practice model training
- Agents
- 32
- Overdue
- 9
- No activity
- 6
Program - Practice model training
63% of agents have completed it
- Agent 1042 , selected Overdue
- Agent 1071 , selected No activity
- Agent 1057 In progress
What it does
- 01
Organization summary
On-track pacing, completion by program, on-track by class, and the top missing items, on one home screen.
- 02
Agent progress
Each agent’s status in every required program and milestone, with tenure, licensing, and pace at 25, 50, 75, and 100 days.
- 03
Programs and courses
Search any program or course, see who has finished it and who has not, and view the agents you select in detail.
- 04
Milestones and evaluations
Checklists, notices for upcoming and overdue items, and guided competency scoring.
- 05
Career tracks
A view for each development path, such as new-agent onboarding, practice-model training, registered representatives, and advisory tracks.
- 06
Reports
Adoption, management statistics, the last seven days’ activity, leave of absence, and year-over-year comparisons, as charts and tables.