Spreadsheets + paper + WhatsApp
AgencyTrack
Daily activity capture
Agents jot on paper or message the unit manager on WhatsApp — when they remember. Format differs per agent; half arrives Sunday night.
Agents log on their phone in the moment. Same format every time, feeding their own goals and standings — so they have a reason to do it.
Weekly consolidation
Unit managers re-key messages into Excel; branch admin merges unit sheets into the branch sheet. Hours of copying, version conflicts, formula breaks.
Nothing to consolidate. Unit, branch, and agency rollups compute themselves from what agents already logged.
The Monday meeting
Runs on a printout of last week's sheet — already stale, and the meeting starts with arguing about whose numbers are right.
Meeting Mode presents live, reconciled numbers on the screen. The meeting starts at "what do we do about it", not "is this right?"
Settlement & commission
The carrier's settlement file is checked by eye, if at all. Clawbacks are discovered when commission is already withheld.
Every entry reconciles against the settlement file; exceptions are flagged and a 30-day delivery clock runs before clawback can bite.
Campaigns & awards
Tracked in yet another sheet by one admin. Standings announced late, disputed often, and persistency rarely checked.
Standings update automatically from the reconciled ledger, persistency-gated, visible to every agent all campaign long.
History & audit
Last year lives in someone's inbox as "Branch_FINAL_v7(2).xlsx" — if that person still works there.
Every week, every policy, every award in one system with role-based access — auditable and portable from day one.