Features & Quick Stats
Key Features
- Competitions - Gamify the behaviors that matter with flexible competitions that drive focus, consistency, and friendly pressure across teams and locations.
- Achievements - Celebrate progress in real time with automated badges and milestones that reinforce positive habits and keep motivation high, even before the big wins land.
- Missions - Bring clarity and structure to the workday with targeted activity goals that help reps prioritize the actions that move the funnel forward.
- Scout AI - Translate data into action with AI-powered insights for teams and individuals, recommendations, and ready-to-launch competitions that give managers back hours while helping teams improve faster.
- Dashboards - Give everyone, from reps to leaders, a clear, real-time view of performance, so the team knows exactly where they stand and what to do next.
- Celebrations / Screens - Turn wins into shared moments with on-screen celebrations that build energy, recognition, and a stronger team culture, whether you’re in the office or remote.
Core Business
How SalesScreen Helps Independent Agents & Brokers
SalesScreen is a sales performance strategy platform that brings clarity, motivation, and structure to every part of an insurance agent's day. Instead of digging through reports or guessing where performance is slipping, agents and brokers get a clear view of their funnel, the activities that drive results, and the behaviors that need attention. Reps get real-time visibility into their progress and the motivation to keep going through personalized gamification, recognition, and rewards.
Integrations
AI Capabilities
Scout is your AI-powered performance strategy guide, baked directly into SalesScreen. Think of Scout as the guide that helps sales managers and reps cut through the noise, spot what matters, and take action, fast. Whether it’s analyzing performance data, recommending next steps, creating competitions, or benchmarking against team goals—Scout helps you act with clarity and confidence, without having to be a data analyst.
Certifications & Awards
- Important company certifications: ISO 27001:2022 Certified
- Relevant industry awards or distinctions: G2: #1 - Best Results, Sales Performance Management, and Sales Gamification