Dashboards are only as good as the data under them. AgencyTrack's back office reconciles what agents log against what the carrier actually settles — so goals, leaderboards, campaigns, and awards all run on numbers nobody has to argue about.
New business is entered at the point of sale — policy, premium, client initials. No re-keying by the unit manager, the branch, or the back office.
The back office reconciles each entry against the carrier's settlement file. Matched entries settle into the ledger; everything else becomes an exception, not a silent discrepancy.
Status conflicts (agent shows settled, carrier shows NTU) and unmatched entries (in the carrier file with no agency record) surface automatically. The back office works the exceptions — not the whole book.
Every settled policy starts a delivery countdown. Policies at risk of clawback are visible before commission is withheld — so delivery gets chased while it can still be saved.
Campaigns and awards pay out on business that stays on the books. Because recognition runs off the reconciled ledger, churned business never wins a prize.
Agent dashboards, manager coaching views, the CRO's rollup, the kiosk leaderboard, and the agency PDF all read from the same reconciled source. One version of the truth, everywhere.
Recognition only motivates if the leaderboard is right. Coaching only lands if the numbers are real. Commission protection only works if settlement and delivery are tracked in one place. That's why reconciliation isn't a feature in AgencyTrack — it's the foundation the other surfaces stand on.
Bring a real (redacted) settlement file to the demo and we'll walk it through matching, exceptions, and the delivery clock.
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