40 agents in view · 29 producing
Demo environment. Agent production, scorecards, licensing and appointment records are illustrative. Scores are derived from the demo book — no licensing registry, carrier appointment feed or AI model is connected.
Active Agents
29
40 in current view
Active Field Managers
6
Across all regions
Written Premium
$861K
Selected period
Agency Revenue
$119K
Commission earned
Active Pipeline
$7.84M
Open opportunity premium
Avg. Placement Rate
14%
Submitted to issued
Avg. Retention Rate
62%
Eligible renewals retained
Avg. Agent Score
42
InsurFit IQ performance score
New Agents This Month
2
Agents Producing
20
Premium written in period
Agents With No Production
10
Licensing Issues
22
Appointment Issues
31
Agents w/ High-Risk Renewals
20
Avg. Products per Client
4.45
Avg. Revenue per Agent
$4K
Production
Agency Production by Agent
Top producers in the selected period
- Elliot Pace$136K
Vanessa Cole · score 65 · 40% placement
- Camille Foster$76K
Malik Turner · score 57 · 25% placement
- Renee Alvarez$66K
Derrick Shaw · score 63 · 100% placement
- Tobias Nguyen$64K
Vanessa Cole · score 56 · 43% placement
- Naomi Chen$64K
Malik Turner · score 54 · 0% placement
- Roman Petrov$52K
Vanessa Cole · score 58 · 25% placement
- Hugo Ferreira$48K
Lena Ostrander · score 53 · 0% placement
- Jordan Ellis$48K
Vanessa Cole · score 53 · 0% placement
- Dana Brooks$44K
Lena Ostrander · score 53 · 0% placement
- Alex Carter$34K
Malik Turner · score 57 · 0% placement
- Devin Wallace$33K
Lena Ostrander · score 63 · 50% placement
- Kendall Boyd$33K
Malik Turner · score 19 · 50% placement
Distribution
Agent Performance Distribution
Producers by performance tier
- Elite0
- Strong0
- Developing0
- Needs Attention3
- Critical26
- Inactive11
Tiers: Elite 90+, Strong 80–89, Developing 70–79, Needs Attention 60–69, Critical below 60.
Leaderboard
Top Agent Leaderboard
Click an agent to open their Agent 360 record
- Elliot Pace
AGT-000023 · Vanessa Cole
- Written Premium
- $136,050
- Revenue
- $21,153
- Pipeline
- $175K
- Placement
- 40%
- Retention
- 96%
- Agent Score
- 65· Needs Attention
- Devin Wallace
AGT-000017 · Lena Ostrander
- Written Premium
- $33,400
- Revenue
- $3,632
- Pipeline
- $704K
- Placement
- 50%
- Retention
- 95%
- Agent Score
- 63· Needs Attention
- Renee Alvarez
AGT-000020 · Derrick Shaw
- Written Premium
- $65,600
- Revenue
- $8,952
- Pipeline
- $434K
- Placement
- 100%
- Retention
- 95%
- Agent Score
- 63· Needs Attention
- Bianca Solano
AGT-000024 · Derrick Shaw
- Written Premium
- $28,600
- Revenue
- $4,061
- Pipeline
- $491K
- Placement
- 20%
- Retention
- 90%
- Agent Score
- 58· Critical
- Roman Petrov
AGT-000027 · Vanessa Cole
- Written Premium
- $52,050
- Revenue
- $6,300
- Pipeline
- $314K
- Placement
- 25%
- Retention
- 100%
- Agent Score
- 58· Critical
- Alex Carter
AGT-000014 · Malik Turner
- Written Premium
- $33,900
- Revenue
- $4,982
- Pipeline
- $425K
- Placement
- 0%
- Retention
- 94%
- Agent Score
- 57· Critical
- Priya Raman
AGT-000016 · Derrick Shaw
- Written Premium
- $13,700
- Revenue
- $2,398
- Pipeline
- $578K
- Placement
- 20%
- Retention
- 96%
- Agent Score
- 57· Critical
- Camille Foster
AGT-000018 · Malik Turner
- Written Premium
- $76,000
- Revenue
- $10,710
- Pipeline
- $409K
- Placement
- 25%
- Retention
- 100%
- Agent Score
- 57· Critical
- Grant Whitaker
AGT-000021 · Lena Ostrander
- Written Premium
- $10,900
- Revenue
- $1,252
- Pipeline
- $440K
- Placement
- 33%
- Retention
- 92%
- Agent Score
- 57· Critical
- Curtis Hale
AGT-000025 · Lena Ostrander
- Written Premium
- $30,350
- Revenue
- $3,221
- Pipeline
- $738K
- Placement
- 0%
- Retention
- 100%
- Agent Score
- 57· Critical
- Tobias Nguyen
AGT-000019 · Vanessa Cole
- Written Premium
- $64,050
- Revenue
- $9,121
- Pipeline
- $218K
- Placement
- 43%
- Retention
- 96%
- Agent Score
- 56· Critical
- Simone Wexler
AGT-000028 · Derrick Shaw
- Written Premium
- $22,800
- Revenue
- $2,508
- Pipeline
- $202K
- Placement
- 43%
- Retention
- 100%
- Agent Score
- 56· Critical
Teams
Field Manager Performance
Team production and average agent score
- Vanessa Cole$318K
West · 5 agents · avg score 57 · manager score 47
- Malik Turner$217K
Central · 5 agents · avg score 55 · manager score 53
- Lena Ostrander$167K
Northeast · 5 agents · avg score 57 · manager score 38
- Derrick Shaw$160K
Southeast · 5 agents · avg score 57 · manager score 54
- Adrienne Boyle$0
Southwest · 10 agents · avg score 15 · manager score 12
- Terrence Vaughn$0
Mountain · 10 agents · avg score 15 · manager score 11
Exceptions
Distribution Exceptions
Highest priority agent issues
- Critical$99K
Devin Wallace — License expired — CA
Lena Ostrander · assigned to Compliance · Block new business in state and file renewal
- Critical$58K
Sarah Mitchell — License expired — OH
Vanessa Cole · assigned to Compliance · Block new business in state and file renewal
- Critical$47K
Kendall Boyd — License expired — CA
Malik Turner · assigned to Compliance · Block new business in state and file renewal
- Critical$25K
Elliot Pace — License expired — CO
Vanessa Cole · assigned to Compliance · Block new business in state and file renewal
- Critical—
Yara Haddad — License expired — FL
Adrienne Boyle · assigned to Compliance · Block new business in state and file renewal
- High$7K
Marcus Reed — Retention at 78.9% vs agency 62.3%
Derrick Shaw · assigned to Derrick Shaw · Build renewal save plan
- High$4K
Damian Ortiz — No production recorded in the selected period
Terrence Vaughn · assigned to Terrence Vaughn · Activation conversation and lead review
- High$4K
Andre Beaumont — No production recorded in the selected period
Terrence Vaughn · assigned to Terrence Vaughn · Activation conversation and lead review
Growth
Fastest Growing Agents
Premium growth vs the prior comparable period
$33,900 written · $4,800 prior period
$76,000 written · $23,100 prior period
$28,600 written · $9,750 prior period
$65,600 written · $29,800 prior period
$136,050 written · $62,700 prior period
$64,050 written · $44,600 prior period
InsurFit IQ Agent Intelligence
What your distribution network is telling you
Demo intelligence generated from the current agent data — no live AI model is connected.
Elliot Pace ranks #1 in overall Agent Performance Score at 65.
Renee Alvarez has $115K in active pipeline expected to close within 30 days.
Malik Turner's team has the highest renewal retention at 97.5%.
11 agents have application quality scores below 80.
Agents averaging more than 2 products per client generate 0% more revenue per account.
5 licenses expire within the next 30 days.