Team Management
Role-based access. Commission tracking. Performance visibility.
Role-based access, a configurable commission engine, team invitations, and coaching dashboards, so a growing agency can scale with control.
All 5 AI Modules Explained
Every module is a specialized AI knowledge base — not a generic feature.
Roles & Access Control
Role-based data access across five roles, including owner, manager, and agent. Owners see all agents, managers see their team, and agents see their own pipeline.
Commission Engine
Your own commission levels and upline hierarchy. Each agent is assigned a level and an upline; overrides are calculated on the level spread when a policy is issued.
Team Invitations
Owners invite agents and managers, and managers invite agents, with roles assigned at invitation.
Licensing Readiness
State license and line-of-authority checks, from evidence on file, show whether each producer may sell a product in a state before an application goes to a carrier.
Performance & Coaching Analytics
Per-agent dashboards showing activity, pipeline stage distribution, and AI coaching scores, so managers can assign the right modules.
Everything Team Management Does
Every capability, documented.
Real Scenarios. Real Outcomes.
How insurance agents use Team Management in the field.
You have 12 agents and commission questions come up every month
Set your levels once, assign each agent a level and an upline, and every issued policy is split up the chain under your agency's rules. A preview shows exactly how a sale pays out.
A producer wants to start writing annuities in a new state
The licensing readiness check shows whether a license with the right line of authority and a carrier appointment are on file, and names what is missing before any application goes out.
A new agent joins but you don't know where their training gaps are
Performance analytics shows coaching scores per module, so you can assign the specific modules they need instead of a generic onboarding program.
Pricing & Plan Access
Team Management is included in Pro ($99/mo), Agency, and Enterprise plans. Pro includes 1 seat + $20/additional seat. Agency includes 5 seats + $20/additional seat. Enterprise includes 15 seats + $15/additional seat.
Works Best With
Team Management is more powerful when connected to the rest of the platform.
Ready to activate Team Management?
Build a team that closes — not just one that shows up.