30 days free · setup included
Upload the reports you already get, or add sales right in the app. See every producer’s pay, which lead vendors pay off, and when each new hire breaks even.
$0 today · then $199/month for the whole office · cancel any time
Who’s behind pace this year?
9of 16 are behind pace
Northwind Leads — 60.2% convert · $30 per policy
Still paying commissions off a spreadsheet?
Set up your plans once. Agency Edge works out every paycheck on your schedule, tiers, bonuses and chargebacks included. You approve it before anyone is paid.
Coming from another commission app? We rebuild your plans and bring in your past sales with you.
Paying for leads you can’t track?
Upload each vendor’s lead file. Agency Edge matches every lead to the sale it became, so you see what each policy cost, by vendor and by lead profile.
Example
Two vendors, the same $1,500 a month. One writes a policy for every $30 you spend, the other for every $110.
Same spend. Agency Edge shows you which vendor is which.
Works with lead files from EverQuote, QuoteWizard, SmartFinancial, MediaAlpha, ZipQuote and more.
Is your newest producer paying for themselves yet?
What each person costs you (salary, commission, bonuses) next to what they write and renew, and the month they break even.
Example
A new producer costs you $4,000 a month. At month six, the business they write brings in $3,200 a month.
You walk into the six-month review knowing they’re $800 a month short, not finding out a year later.
$0 today · then $199/month for the whole office · cancel any time
Don’t find out who’s slipping until the month is over?
Set goals for the office or one person, pay for the effort you want more of, and walk into every review with the numbers ready.
Each producer sees their goal and where today’s pace lands them, right when they log in.
At this pace: 19 by month end
At this pace: 3 by month end
Reward the work behind the sale, run a contest for a month, or pay the whole team when the office hits its goal.
Worked out with their commission, ready for you to review.
Before a one-on-one, ask Vera. She pulls their goals, product mix, close rate, activities and pay so far.
Prep my one-on-one with Marie
Every number for the review, in one answer.
$0 today · then $199/month for the whole office · cancel any time
Set goals for the office or one person: policies, premium or apps.
Still pasting your reports into ChatGPT?
Vera already has your office’s numbers, always up to date. Ask in plain English and see which numbers she read.
Still rebuilding the production report every month?
Upload the reports you already get. See every policy by producer, product, source and state, against last month or last year.
Upload a vendor’s lead file. Each lead is matched to the sale it became.
A few clicks in the app, the moment it’s written.
Calls, quotes, follow-ups: whatever you track.
Team members start with the basics. You grant more, page by page, person by person.
Every sale, every person, every dollar
Pay, plans, leads, Employee ROI, settings
Grant any page or tab to anyone
No sign-up · no card
A sample agency with a full year of sales, leads and pay. Nothing you do is saved.
Every feature. Every team member. No per-seat fees.
Plus sales tax where it applies.
First 30 days free. Card at sign-up; we email you 7 days before the first charge. No setup fee, no contract, cancel any time.
Move $199 of lead spend to a vendor that writes policies, and it’s paid for itself.
Pay your team
Lead ROI
Employee ROI
Ask Vera
Sales tracking
Goals and leaderboards
Your team
Setup and support
Add-ons: another office +$99/mo · AI+ (more Vera usage) +$50/mo
The spreadsheet only knows what you typed into it. Agency Edge matches leads to the sales they became, works out every bonus rule, and shows breakeven and payback without a spreadsheet. Your sales still come from the same reports you get today.
Agency Edge vs spreadsheets →Compare other agency software →
No. Team members start with Basic access: Home, the office’s sales, Leaderboards, the calendar and their own pay. Pay rates, ROI and other people’s pay stay with you unless you grant them.
Yes. Monthly, twice a month or every two weeks. Base rates by product. Tiers, boosters, milestones, streaks and team bonuses. Chargebacks in full or prorated. You review every pay period before anyone is paid.
Upload the sales and lead reports you already receive, or record a sale in the app in a few clicks. Last year’s history can come in too, so your renewals and leaderboards start full.
Yes. Your first 30 days are free. You add a card when you sign up and aren’t charged until day 31. Cancel any time before then in Settings and you pay nothing.
We rebuild your commission plans and bring in your past sales with you. Setup is included.
No. Pay is optional. Upload the sales and lead reports you already get and you have everything else: sales trends, lead conversion and ROI, team performance, goals and pace, leaderboards and Ask Vera. Turn on pay whenever you’re ready.
Upload your sales report and add your team, and you’re running. Or have us set it up with you. It’s included.
No. Upload your reports just as they come, even overlapping dates or the same file twice. Agency Edge never adds a sale or lead twice, and updates any that changed.
No. Agency Edge runs alongside it and tracks your team, pay and lead spend.
Any time. Owners can download everything from Settings, and delete it if you leave.
Yes. Each office’s data is kept separate, everything is encrypted, and it’s backed up every day.
Or email hello@agencyedge.app
30 days free. We set it up with you.
Start my free 30 days →$0 today · then $199/month for the whole office · cancel any time
