Features & Quick Stats
Key Features
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Commission and bonus calculations from your own plans (tiers, milestones, streaks, team goals, chargebacks)
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Itemized pay breakdowns showing every sale behind them
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Office and individual goals with pace
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Daily activity tracking with leaderboards
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Lead vendor ROI: conversion rate, cost per policy, payback
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Employee ROI and breakeven month for each hire
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Vera, an AI assistant for your office's numbers
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Multiple offices under one login, with role-based visibility
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$199/month per office, all team members included, setup included
Core Business
How Agency Edge Helps Independent Agents & Brokers
Agency Edge is performance and incentive-tracking software for insurance agency owners. Agencies import the sales and lead reports they already get, or record sales right in the app, and Agency Edge does the rest:
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Works out commissions and bonuses from each agency's own plans (rates by product, tiers, milestones, streaks, team goals, chargebacks), with an itemized paycheck that shows every sale behind it, so owners know exactly what's owed before payday.
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Tracks office and individual goals with pace, so everyone sees whether they're on track this month and this year.
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Tracks daily activities like quotes, reviews and referrals, with leaderboards and friendly competition.
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Matches leads to sales to show each lead vendor's conversion rate, cost per policy and payback.
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Shows what each team member costs versus what they bring in, and the month each new hire breaks even.
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Includes Vera, an AI assistant that answers questions about the office's own numbers in plain English.
It runs alongside an agency's existing systems, handles multiple offices under one login, and lets owners control what each team member can see. $199/month per office, all team members included, and we set it up with you.