Run your agency by the numbers.

Every policy your team writes, every commission and bonus, every lead dollar — in one place. Ask Vera a question about your office and get the number.

See the app

Have an invite code?

The Home screen of Blue Oak Insurance in October: the team is on pace to beat its policy goal, with the top producers by product line.

Built by agency ownersPays real teams every monthYour team sees only what you allowImports your past sales

Everything your office runs on, in one place.

Sales, pay, lead spend, your team, your calendar. No spreadsheets. No Sunday math.

Pay your team

Every sale logged. Every commission paid right.

Policies come in from your sales reports or get recorded in a few clicks. Your commission plans do the math — base rates, tiers, boosters, bonuses, streaks. Each paycheck shows every sale behind it, with its rate and what it earned. You review every pay period before anyone is paid.

Payouts: one producer’s September paycheck, drawn as a flow from each product line and bonus into the total paid.

Commission Detail for one producer’s month: every sale under its product line, with its premium, its rate and what it earned, and the bar of commission earned this period.

Pay however you choose

Monthly, every two weeks, or any day. No set schedule.

Each paycheck, as a picture

Where every dollar came from.

Chargebacks and carryovers

Handled, not hand-tracked.

Getting the numbers in takes seconds.

Import your leads

Upload the vendor’s lead file. Agency Edge matches the columns and the sales find their lead.

Importing a vendor’s lead file: its columns matched to Agency Edge’s fields, ready to import.

Record a sale

A few clicks in the app, the moment it’s written.

Log an activity

Calls, quotes, follow-ups — activities you define.

Log Activity for one producer: this month’s quotes by product line, and Google Reviews at three of five for the month with a note typed in.

Sales trends

Your sales, from every angle.

Every policy your office writes, sliced your way, for any date range. Compare it with last period or last year, and see when sales happen.

Sales, Trends, for the year to date: the filters across the top, then total sales, total premium, average premium a sale and lines per household, each product line’s sales and premium, and how many sales were written on each day of the week.

Slice it any way

Product, producer, source, state, status.

Against last year

Or last period, only when you ask.

When sales happen

By weekday and date.

Households, not just policies

Lines per household, by producer.

Lead vendors

Know which lead vendors actually convert.

Every lead comes in with its vendor and its cost. Agency Edge matches sales back to the lead and shows each vendor’s conversion rate — and what you paid per policy — so the next invoice is a decision, not a habit.

Leads, July to September: each lead vendor’s leads billed, leads converted, policies written, conversion rate, written premium, lead spend and cost per policy.

Conversion by vendor

Leads in, policies out.

Cost per policy, and payback

What each policy cost, and when the vendor pays for itself.

Matched automatically

Sales find their lead.

Down to the lead profile

Which kinds of leads close, vendor by vendor.

Works with lead files from EverQuote, QuoteWizard, SmartFinancial, MediaAlpha, ZipQuote and more.

Your team

See what every team member returns.

Salary, commission and bonuses next to the premium each person writes and renews. See the month a new hire breaks even — and who already has.

Team, Employee ROI for one producer: cost to the agency, revenue to the agency, and the month they broke even on a cost-against-revenue chart.

Breakeven for every hire

The month they pay for themselves.

Renewals counted

Their book keeps paying after the sale.

Active and departed

Side by side.

Records and milestones

Best months, streaks, every milestone.

Goals & activity

Set the goal. Watch the pace.

Set a goal for the office or for one person — policies, premium, apps. Agency Edge shows where you stand today and where you’ll land at this pace. Log the work that leads to sales — calls, quotes, follow-ups — with activities you define.

Goals for the month: each product line’s goal, a bar for where it stands today with its pace marker, and where it lands at this pace.

The math behind an activity bonus: 14 life appointments logged in September at $25.00 each, $350.00 paid.

Office and individual goals

One target or one per person.

Pace, not just a total

Where the month lands if nothing changes.

Activities that pay

A bonus per review or appointment.

Leaderboards

Compete beyond your own office.

National and state boards, updated through the day. Start a league with offices you know.

Premium or policies

This month, this year, or all time.

Your own league

Start one with offices you know.

Share to compare

Share your office’s numbers to see everyone else’s.

The National board with sample offices: the top three on a podium, then every office ranked by premium, with a column for each product line.

Sample offices shown.

Ask Vera · your AI assistant

Ask a question. Get the number.

Vera, your AI assistant, reads your office’s data — sales, pay, leads, goals, the calendar — and answers in plain English with the figures behind it.

Weekly brief

Ready every Monday morning.

Email it to the team

The whole chat, as a PDF.

Knows your whole office

Sales, pay, leads, goals and the calendar.

Ask Vera answering “Who’s behind pace this year?”: nine producers are behind pace on their annual goal, in a table of each one’s goal, sales so far, pace target and gap.

Calendar & time off

Who’s in, who’s remote, who’s off.

Time off, remote days, team meetings, paydays, birthdays and holidays on one calendar. Your team requests time off and sees what they have left. You approve with a click.

Time off, self-serve

Your team requests it and sees what’s left.

Meetings, paydays, birthdays

Everything the office needs, in one place.

In your own calendar

Shows up in Google, Outlook or Apple Calendar.

The office calendar for October: the weekly team meeting, payday, a team member’s week off, a request awaiting approval, two birthdays, a half day and the remote days.

Your team sees only what you allow.

New team members start with five pages. You turn on more — any page, any tab — one person at a time.

Everything

Every sale, every person, every dollar

Every page

Pay, plans, leads, Employee ROI, settings

You decide

Grant any page or tab to anyone

Home as the owner: every page in the menu, the whole office’s month so far, and where it is on pace to finish.

More than one office

Multiple offices? One login.

Switch offices from the top right. Each office keeps its own numbers, team and pay.

1login, for every office you run

The account menu, open: two offices under one login, with the one in view ticked.

Set up with us, not by yourself.

We’re adding offices a few at a time, so every one gets set up right.

Ask for an invite

Leave your email. When a spot opens, we reach out with your invite code.

Set up together

A working session with us: your team, your commission plans, your goals. Bring last year’s reports if you have them.

Run your first pay period

Real sales, real paychecks. We check the first one with you.

Setup is included. No setup fee.

One price for the whole agency.

Every feature. Every team member. No per-seat fees.

Add-ons: another office +$99/mo · AI+ (more Vera) +$50/mo

Beta pricing. Final pricing is set before public launch.

Before you ask

I track all of this in a spreadsheet. Why switch?

The spreadsheet only knows what you typed into it. Agency Edge matches leads to the sales they became, works out every bonus rule, and shows breakeven and pay-back on its own. Your sales still come from the same reports you get today.

Will my team see each other’s pay?

No. Team members start with Basic access: Home, the office’s sales, Leaderboards, the calendar and their own pay. Pay rates, ROI and other people’s pay stay with you unless you grant them.

Can it pay commission the way we already do?

Yes. Monthly, twice a month or every two weeks. Base rates by product. Tiers, boosters, milestones, streaks and team bonuses. Chargebacks in full or prorated. You review every pay period before anyone is paid.

Do I have to run payroll through Agency Edge?

No. Pay is optional. Upload the sales and lead reports you already get and you have everything else: sales trends, lead conversion and ROI, team performance, goals and pace, leaderboards and Ask Vera. Turn on pay whenever you’re ready.

How do my sales get in?

Upload the sales and lead reports you already receive, or record a sale in the app in a few clicks. Last year’s history can come in too, so your renewals and leaderboards start full.

Do I need to clean up my files before I upload them?

No. Upload your reports just as they come — overlapping dates, last month again, even the same file twice. Agency Edge recognizes every sale and lead it already has and won’t add it a second time. If an issue date or a lead’s cost has changed, it updates that one instead. A lead two vendors both sent you is flagged as a duplicate and left out of your conversion totals. Each upload shows you what was new, what was updated and what was already there.

Does it replace my agency management system?

No. Agency Edge runs alongside it. It tracks your team, your pay and your spend — not your clients’ policies or quotes.

What does “private beta” mean for me?

A few offices at a time. Setup with us, included. A direct line to the people building it. Beta pricing while we’re in beta. And we will ask what you think.

Can I get my data out?

Any time. Owners can download everything from Settings, and delete it if you leave.

Is my data safe?

Yes. Each office’s data is kept separate, everything is encrypted, and it’s backed up every day.

Still have a question?

Or email hello@agencyedge.app

See your agency by the numbers.

A few offices at a time. Set up with you, not left to you.