Welcome to AgencyIQ
AgencyIQ is the insurance agency performance platform built by an insurance agent, for insurance agents. We turn your raw production and lead data into the decisions you should make next — not just dashboards of what already happened.
Who This Is For
- Agency principals who want to see the pulse of their business in one place
- Office managers who manage sales operations day-to-day
- Producers who want clarity on their own numbers, commissions, and goals
What You Can Do
- Track monthly sales production against your annual goals
- Measure internet-lead ROI down to the dollar per provider
- Calculate commission plans, streak bonuses, and team payouts
- Identify the producer behaviors that actually drive your results
- Export everything to PDF for team meetings
Getting Started in 3 Steps
- Invite your team. Add your producers, set their roles, and let them log in. See Setting Up Team Members.
- Upload your first sales log. Drag in a CSV from your AMS and we'll map the columns. Bad rows are flagged, not dropped.
- Set your annual production goals. We back-solve what each producer needs to hit monthly to get there.
Where to Go Next
- New to the platform? Start with the Getting Started category to the left.
- Coming from FrontRunner or a spreadsheet? Check the comparison pages to see what's different.
- Got a specific question? Use the search bar or jump to any category in the sidebar.
Last updated: 2026-04-18