Weekly AP
$0
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Monthly Pace
0%
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Pending Apps
—
in underwriting
Recruits · Mon
—
added this month
Newly Appointed · Mon
—
fully appointed
What needs you today
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Momentum
AP — last 6 weeks
$0
this week
6-week total$0
Goals & pace
Weekly AP
$0 / $10,000
0%
Weekly Dials
0 / 500
0%
Monthly AP
$0 / $20,000
0%
Monthly Dials
0 / 2,000
0%
Edit Goal
Activity Tracker
Tap + the moment each event happens, not at the end of the day. Every tap is timestamped so we can build analytics around when your best conversations, appointments, and closes actually occur. Over time this reveals your peak performance windows so you know exactly when to be on the phone.
These are your personal numbers. Don't add team activity here.
Analytics
Strategic Intelligence Layer
Your performance, ratios, and trends — the layer that turns activity into decisions. Recruiting velocity, licensing pipelines, onboarding bottlenecks, and agency-level production economics, all under one roof.
Analytics
Your performance, ratios, and trends. The layer that turns activity into decisions.
Pickup-Rate Heatmap
Your golden hours, when prospects actually answer the phone, by day-of-week and hour-of-day.
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Lead Economics
Where your revenue comes from and where lead dollars perform best.
Sales by Lead Vendor
Which vendors actually produce, sale count and avg AP per vendor, ranked.
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Income Mix by Source
Where your paid-out income comes from, at a glance.
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$AP by Time of Day
What time of day you submit the most business, to plan your phone hours.
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Lead Source Performance
Vendor side-by-side, sales, avg AP, total AP, cost-per-lead, cost-per-sale, ROI.
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Lead ROI & Forecaster
If you spend X on leads, here's what your real sales data says you'll get back.
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Recruiting Economics
Where your recruits come from, and how well they convert and stick.
Internal Consumption Ratio
Of your direct recruits, what % became clients themselves? The belief metric, agents who own the product they sell.
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4-Deep Legs
A "4-deep leg" is an unbroken straight chain: Recruit → their direct → their direct → their direct. Branches start a new leg. The compounding metric.
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Retention Rate
Of every recruit who joined your agency, how many are still active? The honest churn metric. If they signed up at the interview and ghosted, they still count.
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Recruit Source Breakdown
Where your recruits are actually coming from. The 8 channels you can pick when adding a recruit, broken out so you can see which ones produce vs which ones just feel productive.
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Licensing
How far new agents make it, and how efficiently your pipeline gets them there.
Recruit-to-License Ratio
Of recruits whose journey resolved (got fully appointed OR quit), what % made it to fully appointed? Excludes recruits still in the licensing pipeline. Industry standard 30%+.
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Recruit-to-First-Cycle Ratio
Of new agents, what % deposited their first paid sale ever, any amount. Crossing the line from "appointed" to "actually earning."
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Recruit-to-First-$1K Ratio
Of new agents, what % hit $1,000+ in lifetime paid commission. The retention predictor. First $1K agents stay 18+ months longer.
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Avg Exam Attempts
Average attempts to pass the licensing exam among agents who passed. A coaching signal. Multiple attempts mean a study or prep gap to address before the rest of the pipeline.
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Avg Days to Appointed
From signup to fully appointed status. Pipeline speed across your base shop. How fast do your recruits actually get to producing?
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Avg AP per Appointed Agent
Annual AP produced (paid out, trailing 12 months) divided by fully appointed agents. Productivity per licensed head. Each appointed agent adds this much predictable yearly production.
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Licensing Pipeline Velocity
Average days at each stage of the licensing journey. Where do agents stall?
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Onboarding & Independence
Turning new agents into self-sufficient producers.
Day 1 Completion
Of new agents, what % finished Day 1 orientation? The "sign-and-die" rate.
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Independence Rate
Of new agents, what % became a certified trainer? The apex of agency building.
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1K Activity Score
Of new agents, what % hit 1,000+ lifetime activity points? Sustained effort.
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Drop-Off Points
Of resolved agents who reached each licensing stage, what % failed to advance to the next? Find the friction in your onboarding flow.
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Scope
AP per Sale
Average annual premium per app submitted. Personal = your own production. Agency = you plus everyone in your downline. Includes all submitted apps — pending, paid, declined, charged back, and cancelled.
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Issue Paid per Sale
Average annual premium that actually issue-paid per sale. Excludes declined and cancelled apps. The "money that hit the wire" benchmark.
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Placement Ratio
Of every app that reached a final outcome, what % actually placed? Won = issue-paid, in force, or charged back (it placed). Lost = declined or cancelled. Pending apps are excluded until they resolve.
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Persistency
Of policies placed on the book, what % stayed in force vs charged back? The book-quality signal — matches the Persistency tile in your In Force tab.
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Total AP
Total annual premium across every app submitted, regardless of outcome.
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Policies Placed
Total policies that issue-paid and placed on the book.
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Carrier Mix
Issue paid AP by carrier, what's actually placing through underwriting.
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Meeting Attendance
Peak attendance on your recurring team calls, week over week. The clearest signal of whether your agency is growing, holding, or sliding.
Peak Attendance Trend
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Pattern Insights
Diagnostic Intelligence Layer
Pattern detection that turns observation into action. Surfaces your peaks, rhythms, personal records, and trajectory — the rhythms behind your numbers.
Observations Live
Time of Day Live
When You Work Best
Your activity by hour, across all logged days.
Dials
Pickups
Pickup Rate
Less
More
Day of Week Live
Your Weekly Rhythm
Average performance by day of the week.
Dials
Pickups
Apps
$AP
Personal Records Live
Trend Direction Live — Last 30 days vs prior 30 days
Founder Metrics
Platform-wide health. Real-time pulse on user growth, engagement, and product traction.
Agency Pulse — Founder Metrics
Generated · Window:
📊
Founder Metrics — coming online
Phase 1 wiring complete: nav gated, panel skeleton in place, time selector ready. Phase 2 ships the headline KPI bar + "What Changed" narrative. Refresh after each shipment.
Founder Tools
Operational tools for managing the platform. User lookup is V1 — more tools to come.
User Lookup
Search by name, email, or Agency Pulse Code. Click a result to copy their code.
Start typing — results appear live after 2 characters.
🔎
No search yet
Search for any user on the platform to look up their Agency Pulse Code.
Demo Requests
Submissions from your demo survey link. Click any to review and manage.
Direct Outreach
Ads
All
New
Onboarded
Nurture
Not a fit
No show
Archived
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Leaderboard
Stack up against the crew. Compete on results & activity.
Results
Activity
Time
Today
Last 7
Month
QTD
YTD
All Time
Compete by
Personal
Agency
Hierarchy
Rank by
Show
Top 10
Top 25
Top 50
Top 100
Activity Score
This Week
MTD
Last Month
YTD
All Time
Milestones
System Progression
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Activity: Lifetime Dials
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Streak Badges
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Weekly $AP
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Monthly $AP
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Monthly Income
—
Score Milestones
—
Personal Recruiting
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Team Recruiting
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New Business
Track every sale from app submission through paid commission. When a sale is paid out, it rolls into your Deposits.
AP Submitted
$0
Pending AP
$0
Pending Commissions
$0
Approved AP
$0
Issue Paid AP
$0
Issue Paid Commissions
$0
See all →
Closed AP
$0
Total Coverage
$0
Client CRM
Your whole book of people: every client, every policy, every relationship in one place.
Prospect Pipeline
Work your prospects from first contact to won. These are prospects, not your client or agent list.
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Leads Hub
Quick heads up
A quick look at what's on deck.
0
Next steps due today
0
Untouched leads
0
Appointments this week
0
Tasks this week
My Leads
Everything you own. Claimed, imported, and assigned leads all live here.
Lead lists
Pick a list and start working. Freshest first.
EST · Ethos · FEX · 6/9
Leads
312
CST · Goat · MTG PRO · 6/9
Leads
198
PST · Lead Labs · IUL · 5/22
Leads
256
Facebook · Agent Recruiting · 6/8
Leads
84
EST · Caboom · VET · 4/30
Leads
143
No lists match your search.
EST · Your Vendor · FEX · Today
Leads
000
CST · Your Vendor · MTG PRO · Today
Leads
000
PST · Your Vendor · IUL · Today
Leads
000
MST · Your Vendor · TERM · This week
Leads
000
PST · Your Vendor · VET · This month
Leads
000
Collections
Group your leads how you call them. Tap one to start working that segment.
PST 412
CST 389
MST 156
EST 441
FEX 623
IUL 311
MTG PRO 198
VET 87
Final Expense 000
Mortgage 000
IUL 000
Veterans 000
Aged Leads 000
Team Ponds
Shared leads your team can claim and work. Tap a pond to open and claim.
Recent wins
AP this month$0
Lead sources
Log a Lead Purchase
Track each batch by vendor and date
Log every batch you buy and track ROI by vendor.
Lead resources
Phone scripts
Text templates
Coming soonTraining videos
Coming soonCommunication Center
Your numbers, calling, texting, and recordings. The machine that runs your dial sessions.
Branded Caller ID
Your name and face show up, not a random number.
Leads see you, your name, your photo, and a verified check, instead of an unknown number. More people pick up. Coverage depends on the lead's carrier and phone, but a verified, named human gets answered far more than an anonymous number.
Preview. Activates once branded calling is approved for your number.
Preview
Incoming call
JM
Jack Maroney
Verified caller
Branded Caller ID is built for the solo broker: your name, your face, your verified check. A verified human beats an anonymous number every time. This is the root cause spam fix, not number rotation. It turns on once branded calling clears carrier approval.
Your numbers
Your number calls leads with a local presence. Add regional numbers and the system will dial each lead from the closest area code automatically.
Make a test call to hear how you sound and confirm your number works before a session.
Numbers. Health status surfaces flagged numbers ("getting flagged, replace it") without auto rotating, the snowshoeing trap that can nuke your whole sender reputation. Regional defaults auto pick the right number per lead.
Regional routing
When you call a lead, the system automatically dials from the number that matches their state, so they see a familiar local area code and pick up more often.
Voicemail greeting
Record a personal greeting callers hear when they reach your voicemail.
Coming soon.
Voicemail drop
Leave a pre recorded voicemail with one tap when a lead does not answer, then move to the next call.
Coming soon.
Text templates
Quick reusable texts for the moments that repeat. Shared with Leads Hub.
Texting goes live once carrier registration clears. Reply rates start tracking after your first texts send.
Email templates
Reusable emails for follow ups, intros, and reactivations. Shared with Leads Hub.
Email templates connect to your inbox when email integration ships. Reply rates start tracking after your first sends.
Recordings
Every call you record, searchable in one place.
Conversation search
Search the words spoken across every recorded call. Find every conversation where an objection, a carrier, or a phrase came up.
Type a phrase to search across your calls.
Tasks & Appointments
Everything on your plate, across all clients.
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Agent CRM
Your agency at a glance: everyone, every status, every step.
Phone Scripts
Select a script to open it.
Resources
Scripts, training decks, and tools curated for your agency.
Account Settings
Manage your profile, plan, and preferences
Profile
Your photo, name, role, and contact details. This is how you appear across Agency Pulse.
?
JPG or PNG. Use Adjust position to fix where your face appears in the circle.
Used for licensing support contact only. Never shown publicly.
Paste your Calendly tree, Linktree, or any booking URL. Fellow trainers will see a button to book time with you from the Trainer List, for passing off appointments when you're double-booked or unavailable.
Email
Connect your inbox and manage the signature added to messages you send from a lead's profile.
Connect your Gmail
Send emails to your leads from inside Agency Pulse. They go out through your own Gmail, and your Gmail signature is added automatically. Your inbox stays private. We only ever send the emails you write here.
Notifications
Choose which events generate alerts in your notification bell.
Choose which notifications you get. These appear in your notification bell. All are on by default. Saved
Your sales
Your downline
Your progress
Account & security
Sends a sample notification to your bell.
Plan & Billing
Manage your plan, cover your team, and apply a coverage code.
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Data & Security
Export your data, reset your password, and manage account ownership.
Export My Data
Download all your tracking data as JSON
Change Password
We'll email you a reset link
Leave the Business
Stop tracking and transfer your downline
Licenses
Track your resident and non-resident insurance licenses
My Licenses
Track your resident and non-resident insurance licenses. We’ll alert you as expirations approach so nothing slips.
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Team
Manage your downline, admins, carriers, resources, and agents
Agent Lookup
Find anyone in your downline. Confirm they're on Agency Pulse and grab their Agency Pulse Code.
Start typing. Results appear live after 2 characters.
Notifications
Everything that's pinged you
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Link to Your Hierarchy
Connect to your Agency Owner so you show up in their hierarchy and get access to their resources. Optionally link to your direct recruiter too.
Agency Owner
Direct Recruiter (optional)
FAQ & Help Center
Browse guides and how-to docs. Every doc has a "Copy share link" button so you can share with anyone — signed in or not.
Help · Pulse
Ask anything about Agency Pulse. Pulse has context on your account and can help with most questions.