quotaSync
๐Ÿšง 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.

โœ“ No customer data stored โ€ข โœ“ 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.