For Supervisors
Real-time visibility into your entire downline. Know who's performing, who needs help, and what's coming due -- without pulling a single report.
The Problem
You can't see who's producing and who's falling behind without pulling manual reports
Hours every week building spreadsheets from Smart Office data exports
You find out an agent is struggling after it's too late to intervene
Agent info across emails, spreadsheets, and multiple Smart Office screens
Hierarchy View
Your full organizational hierarchy pulled directly from Smart Office. See every level of your downline with real-time production data at each node.
You (Supervisor)
12 agents | $8.2M total premium
Sarah Chen
4 agents | $3.1M
Mike Torres
3 agents | $2.4M
Lisa Park
Solo | $890K
James Wilson
Solo | $340K
Scoreboard
AI-powered agent scorecards rank your team by production, retention, and activity. Spot at-risk agents before they churn.
Compliance
Track every agent's licensing, E&O, and appointment status in one place. Get alerts before anything expires so you can act proactively.
9
Current
2
Expiring Soon
1
Expired
L. Park
E&O expires Jan 30
J. Wilson
Life license expired
M. Torres
Carrier appt. pending
Production milestone
2m agoS. Chen passed $1M in Q1 premium
At-risk agent alert
1h agoJ. Wilson production down 22% vs last quarter
License expiring
3h agoL. Park E&O expires in 14 days
New business
YesterdayM. Torres closed $85K annuity - Pacific Life
Compliance cleared
YesterdayA. Patel carrier appointment approved
Smart Alerts
AI monitors your team 24/7 and surfaces what matters. Production drops, compliance risks, milestones, and new business -- delivered in real time.
Agency Plan
Up to 15 users. Full hierarchy and downline. All 69 features included. 14-day free trial.
Start Your Free Trial