Running the office

Vera is the assistant inside Agency Edge. Ask a question in plain words and she answers from your own office's numbers, with tables and charts.

See who is in, off or remote, set office hours and holidays, handle time-off requests and balances, and subscribe from your own calendar app.

One login can belong to several offices. Switch between them, open a second agency of your own, or join someone else's with the account you have.

Read the Book Health Score, the fourteen factors behind it and your typed book figures, and see which numbers to enter to complete the page.

See how much Life and Health premium counts toward this year, what is still scheduled, what carries into next year and how far you are from goal.

Schedule emails of your office's numbers. Pick the sections, the days and time, and who gets each one, and check any person's copy before it goes.

The office owner can download everything in an office as a ZIP of spreadsheets, clear the office, or delete it with their login. What each one does.

Report a bug, suggest a feature or ask the Agency Edge team a question from inside the app, and see what happens after you press Submit.