quotaSync
๐ง Now in beta
Track production, activity, and commissions in one place.
A simple tracker for independent insurance agencies. Applications, daily activity, goals, and commission statements. No spreadsheets.
โ No customer data stored
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โ Accounts created by your agency admin
What's inside
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Production
Applications and policies by writer, type, and carrier.
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Commissions
Monthly statements and annual bonuses from your actual pay chart.
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Activity & goals
Daily logging, team goals, and leaderboards.
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Time tracking
Clock in, clock out, timesheets.
quotaSync is in beta. Found a bug or want a feature? Email us.