AgencyIQ gives insurance agency owners real-time visibility into sales production, team performance, and lead conversion — all in one place.
Built specifically for insurance agency workflows, not generic business metrics.
Monitor written and issued premium across all product lines — Auto, Fire, Life, and Health — updated as you upload data.
Track individual agent production, quoting activity, and sales trends to identify top performers and coaching opportunities.
See exactly how your internet leads convert to sales, broken down by source, product line, and team member.
Set monthly and annual production targets and track your pace with visual progress indicators and pace markers.
Manage multiple agency locations under one account with per-office data isolation and independent reporting.
Upload your existing sales logs and lead files. We handle normalization, deduplication, and matching automatically.
Get started today. Upload your first report and see your dashboard in minutes.
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