Producer Scorecard & Goal-Tracking Dashboard
A done-for-you insurance agency automation built for the Insurance Agency Owner, connecting Slack, Google Sheets, and Google Calendar so the work below happens on its own.
What this automation does, step by step
Each week, this automation pulls production data for every agent (new policies written, premium volume, retention rate, cross-sell ratio) and updates a live scorecard that the agency owner can see at a glance.
Agents who are tracking below their monthly goal receive a proactive coaching prompt from the owner's calendar, and top performers are automatically recognized in the team communication channel.
The agency owner manages the team by data rather than instinct, and every producer knows exactly where they stand at all times.
- Agency management system (e.g., Applied Epic or HawkSoft)
- Zapier or Make.com
- Google Sheets or a BI tool (producer scorecard)
- Slack (weekly scorecard and recognition posts)
- Google Calendar (coaching call prompts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, an insurance agency owner has to notice problems after they've already happened, then scramble to fix them manually one at a time. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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