Welcome to Agency Edge
Updated
Agency Edge puts an insurance agency's team production, pay, lead ROI, goals and calendar in one place.
What Agency Edge is
Agency Edge shows what your team wrote, what each person is owed, which lead sources pay for themselves, how the month is tracking against its goal and what is on the office calendar, all in one place. The owner sees everything; a team member on Basic access sees less.
It is not a CRM or an agency management system. The only client detail it holds is what a sale records.
What a Basic team member sees
Basic is a fixed set of pages:
- Home, Sales and Calendar
- Leaderboards, only when the office shares its board
- Payouts, with their own pay only
- Help & Feedback
- Settings, with the Profile and Preferences tabs only
A Basic member can also press Record a Sale and Log Activity in the top bar. Both are saved under their own name.
Basic pages cannot be switched on or off one by one. When someone needs a different set, the owner moves them to Custom access and chooses page by page.
Your first week
Work through these six in order. Each one feeds the next.
- Create your office with the setup wizard.
- Get access and sign in.
- Add your team members. Every sale belongs to a person, so add your people before your sales.
- Upload your first sales log. These are the sales Home and Sales are built from.
- Upload your first leads file. These are the leads the Leads page is built from.
- Set your yearly goals. Goals turn totals into pace.
Then take a tour of Home, the page that tells you how the month is going.
Who to ask
Open Help & Feedback in the sidebar. Everyone in the office has it, whatever their access. The page offers three ways in: Report a Bug, Request a Feature and Contact Support.
We reply to the address under Your Email, usually within 24 hours. A bug report can also carry a Priority and one attachment: an image, a PDF, or a text or CSV file, up to 10 MB.
Frequently Asked Questions
Is Agency Edge a CRM or an agency management system?
No. Agency Edge tracks production, pay, leads, goals and the calendar for your team. It holds no client policy data beyond what a sale records, so it sits beside the system you write business in and does not replace it.
Does a Basic team member see the whole office's numbers?
On Home and Sales, yes: they see the office's production. On Payouts they see their own pay and nobody else's.
How do you get the setup checklist back after closing it?
Open Help & Feedback. While the checklist still has open items, the owner sees a Finish setup card at the top of that page; press Show it on Home. The checklist is offered for thirty days after setup is finished, and then it retires.
How do you ask for an account or its data to be deleted?
The office's owner does it from Settings, Advanced, Delete data. It happens right away, and the same screen downloads a copy first. See Your data: download it, delete it. If you are not the owner, or you cannot sign in, open Help & Feedback, press Contact Support, and choose Account / Data Deletion under What can we help with?. We reply to confirm it is really you before anything is removed.