Inside the platform
Your whole agency on one screen.
Production, pace and pipeline in a single view the moment you log in — and it's fully white-labeled, wearing your agency's name and colors.
Agency dashboard
More than a tracker: one place for activity, commissions, forecasting and coaching — with an AI Chief of Staff that reads every line of your book, finds where the growth is hiding, and tells your team exactly how to go get it.
No setup fees, no per-seat math, no commitment — just the whole platform and your AI Chief of Staff.
Month to month · cancel anytime · unlimited seats
Get started today →Production, pace and pipeline in a single view the moment you log in — and it's fully white-labeled, wearing your agency's name and colors.
Track, score, forecast, coach — and grow. Each is a real screen in Use The Agent, all reading from the same live book of business, all pointed at your next month of growth.
Plus commissions & bonuses · word tracks · data import · resource library · shared calendar
Not another chatbot. The Agent is wired into your real production, activity and commission data — so every answer is grounded in what's actually happening, and every recommendation is a move to grow the agency.
Coming from a legacy tracker? You keep every capability you count on today. You just add an AI Chief of Staff on top — and your history comes with you.
No IT project, no consultants. Most agencies are live the same day they sign up.
Import production and activity from carrier reports and spreadsheets. The platform maps and cleans it automatically.
Add your producers, set agency and individual goals, and dial in commission rates and bonus tiers in a few clicks.
Every morning you get a brief, live dashboards, and an AI ready to answer questions and tell you where to focus.
Use The Agent is a white-labeled platform. Run it under your agency's name and colors, or deploy it across a carrier network with each office fully branded — the intelligence stays the same, the identity is yours.
The tracking their teams already loved — now with an agent that does the thinking between the numbers.
"We switched off our old tracker in an afternoon — the import just worked. Now the agent tells me who to coach before I even think to ask."
"Same tracking my team relied on, but the morning brief alone saves me an hour a day. It's like adding a manager who never sleeps."
"The leaderboards keep my producers competing; the agent keeps them improving. Best move we've made for the agency this year."
Get started today and turn your book of business into your next chapter of growth — with an agent that never clocks out.