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Getting started10›
  • Welcome to Agency Edge
  • Create your account
  • Create your office
  • Bring in your past sales
  • Invite your team
  • Set your yearly goals
  • Sign in for the first time
  • Sign in or reset your password
  • See your pay
  • Check your goals and rank
Sales14›
  • Record a sale
  • Upload a sales file
  • Match file columns
  • Delete a sales upload
  • Edit or delete a sale
  • Change several sales at once
  • Mark a sale issued
  • Fix a sale on the wrong person
  • Find a sale in the Sales Log
  • Read the trend chart
  • See sales by product
  • Save a Sales page as a PDF
  • Download sales as a spreadsheet
  • Choose what your team fills in on a sale
Leads13›
  • Upload internet leads
  • Match leads file columns
  • Delete a leads upload
  • Find a lead in the Leads Log
  • Edit or delete a lead
  • How leads are matched to sales
  • Link or unlink a lead and a sale
  • Mark a lead returned or credited
  • Add a lead vendor and its spend
  • Rename or delete a source
  • Read the ROI page
  • Compare lead vendors
  • Save a Leads page as a PDF
Pay & commissions22›
  • How pay works
  • Set your pay period and payouts start date
  • Build a commission plan
  • Add a bonus to a plan
  • Add a production bonus
  • Add a milestone bonus
  • Add a streak bonus
  • Add a Team Goal bonus
  • Assign a commission plan
  • Ask us to build or change a plan
  • Read the Payouts page
  • Read the Earnings Breakdown
  • Find pay carried from an earlier month
  • Run Pay Team
  • Download a pay summary
  • Pay again or undo a run
  • Record a chargeback
  • Take back a chargeback in Pay Team
  • Change a commission plan
  • Change payout settings after a Pay Team run
  • Enter a person's pay
  • Read Employee ROI
Team & leaderboards10›
  • Read the Team page
  • Open a person's record
  • See a person's achievements
  • Edit a team member
  • Choose what a team member can see
  • Mark someone as departed
  • Read the leaderboards
  • Choose what your office shares on Leaderboards
  • Start or join a league
  • Manage or leave a league
Goals & activities12›
  • Set monthly goals
  • Set goals from your history
  • Set goals for each person
  • Set activity goals
  • Check goal pace on Home
  • See the wins on Home
  • Set up activities
  • Log an activity
  • Fix or delete a logged activity
  • Fix a quote count
  • See your quote conversion
  • Record the office's monthly numbers
Vera6›
  • Ask Vera a question
  • Choose what Vera can see
  • Read the weekly brief
  • Save a Vera chat as a PDF
  • Email a Vera chat to your team
  • Find, rename or archive a Vera chat
Office & settings22›
  • Read the office calendar
  • Request or approve time off
  • Set office hours, holidays and paydays
  • Set a person's time off and schedule
  • Subscribe to the office calendar
  • Switch between offices
  • Open a second office
  • Join or leave another office
  • Read the Book page
  • Read the Rule of 78/108 page
  • Set up a digest email
  • Choose who gets a digest email
  • Change your name, phone or picture
  • Change your sign-in email or password
  • Change how Agency Edge looks
  • Customize your sidebar
  • Find a Settings tab
  • Manage your subscription
  • Download all your data
  • Delete an office or your account
  • Get help or send feedback
  • How we protect your data
Understanding your numbers29›
  • What Is Conversion Ratio in Insurance Sales?
  • What's a Healthy Salary-to-Revenue Ratio for an Insurance Agency?
  • How to Calculate Producer Commissions (Step-by-Step)
  • What Is a Producer Scorecard?
  • What Is a Carrier Statement (and Why It Matters)?
  • What Is a Book of Business in Insurance?
  • What Is a Commission Split?
  • What Is Retention Rate in Insurance?
  • What Is Quote-to-Bind Ratio (and Why It Matters)?
  • What Is Commission Reconciliation (and Why It Costs You Money to Skip)?
  • What Is Lead Source ROI in Insurance?
  • What Is Cost Per Policy (CPP) in Insurance?
  • What Is Cost Per Quote in Insurance?
  • What Is Producer Capacity in an Insurance Agency?
  • What Is Close Ratio in Insurance Sales?
  • What Is a Streak Bonus in Insurance Agency Pay?
  • What Is a Milestone Bonus in Insurance Agency Pay?
  • What Is a Team Bonus in Insurance Agency Pay?
  • What Is Production Credit in Insurance Sales?
  • What Is a Policy Lapse in Insurance?
  • How to Pay Insurance Producers: A Pay Period Checklist
  • Rule of 78 and Rule of 108: Life and Health Credits
  • How to Measure Internet Lead ROI for Your Agency
  • What Is Net Gain/Loss?
  • How Goal Projections Work
  • Understanding Your Metrics: A Glossary
  • The Complete Guide to Tracking Producer Performance in Insurance Agencies
  • How Insurance Agency Commissions Actually Work (Complete Guide)
  • Lead ROI for Insurance Agencies: The Complete Guide
Compare5›
  • Agency Edge vs FrontRunner — Which Is Right for Your Agency?
  • Agency Edge vs Mivation — Which Is Right for Your Agency?
  • Agency Edge vs Trakability — Which Is Right for Your Agency?
  • Agency Edge vs TodayApp Pro — Which Is Right for Your Agency?
  • Agency Edge vs Spreadsheets — When to Stop Using Excel

Vera

Ask questions about your numbers, and the weekly brief.

Looking for the product? See the AI assistant for insurance agencies →

  • Ask Vera a questionAsk Vera about your office's numbers in plain words, and read the answer, its tables and charts, and the line that says what she read.
  • Choose what Vera can seeTurn each kind of office data on or off for Vera in Settings, and give a team member Vera in their permissions.
  • Read the weekly briefEvery Monday morning Vera writes a brief of last week in the owner's chats. Open it, ask about it, or turn it off.
  • Save a Vera chat as a PDFSave a whole Ask Vera chat, tables and charts included, as a PDF to keep or print.
  • Email a Vera chat to your teamSend a Vera chat or the weekly brief to your team as a PDF, with a note of your own on top.
  • Find, rename or archive a Vera chatGo back to an old Ask Vera chat, rename or pin it, archive one you no longer need, and restore it later.
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