Agent Directory

Every producer, subagent and field manager in the agency

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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.

Field Manager
Agent Status
Performance Tier
Resident State
Licensed States
Line of Authority
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Agent Directory

40 agents in view

Search, segment and manage every producer, subagent and field manager in the agency.

Select all 40 agents in view
  • Elliot Pace

    elliot.pace@insurfitiq.com

    Field Manager
    Vanessa Cole
    Status
    Active
    Eligibility
    Restricted
    Written YTD

    $136K

    +117.0%
    Active Pipeline

    $175K

    15 open

    Placement
    40%
    Retention
    96%
    Agent Score
    Licensing
    1 Expired
    Appointments
    1 Issues
    Last Activity
    10 minutes ago
    Issues
  • Camille Foster

    camille.foster@insurfitiq.com

    Field Manager
    Malik Turner
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $76K

    +229.0%
    Active Pipeline

    $409K

    21 open

    Placement
    25%
    Retention
    100%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    1 hours ago
    Issues
  • Renee Alvarez

    renee.alvarez@insurfitiq.com

    Field Manager
    Derrick Shaw
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $66K

    +120.1%
    Active Pipeline

    $434K

    15 open

    Placement
    100%
    Retention
    95%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    2 days ago
    Issues
  • Tobias Nguyen

    tobias.nguyen@insurfitiq.com

    Field Manager
    Vanessa Cole
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $64K

    -41.0%
    Active Pipeline

    $218K

    9 open

    Placement
    43%
    Retention
    96%
    Agent Score
    Licensing
    Active
    Appointments
    2 Issues
    Last Activity
    2 days ago
    Issues
  • Naomi Chen

    naomi.chen@insurfitiq.com

    Field Manager
    Malik Turner
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $64K

    +43.6%
    Active Pipeline

    $340K

    21 open

    Placement
    0%
    Retention
    96%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    11 hours ago
    Issues
  • Roman Petrov

    roman.petrov@insurfitiq.com

    Field Manager
    Vanessa Cole
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $52K

    +17.0%
    Active Pipeline

    $314K

    10 open

    Placement
    25%
    Retention
    100%
    Agent Score
    Licensing
    Active
    Appointments
    2 Issues
    Last Activity
    2 days ago
    Issues
  • Hugo Ferreira

    hugo.ferreira@insurfitiq.com

    Field Manager
    Lena Ostrander
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $48K

    -57.1%
    Active Pipeline

    $265K

    12 open

    Placement
    0%
    Retention
    95%
    Agent Score
    Licensing
    Active
    Appointments
    2 Issues
    Last Activity
    4 hours ago
    Issues
  • Jordan Ellis

    jordan.ellis@insurfitiq.com

    Field Manager
    Vanessa Cole
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $48K

    -20.1%
    Active Pipeline

    $289K

    15 open

    Placement
    0%
    Retention
    100%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    2 days ago
    Issues
  • Dana Brooks

    dana.brooks@insurfitiq.com

    Field Manager
    Lena Ostrander
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $44K

    -27.6%
    Active Pipeline

    $199K

    13 open

    Placement
    0%
    Retention
    93%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    2 Issues
    Last Activity
    Yesterday
    Issues
  • Alex Carter

    alex.carter@insurfitiq.com

    Field Manager
    Malik Turner
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $34K

    +606.3%
    Active Pipeline

    $425K

    18 open

    Placement
    0%
    Retention
    94%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    10 minutes ago
    Issues
  • Devin Wallace

    devin.wallace@insurfitiq.com

    Field Manager
    Lena Ostrander
    Status
    Active
    Eligibility
    Restricted
    Written YTD

    $33K

    -71.4%
    Active Pipeline

    $704K

    19 open

    Placement
    50%
    Retention
    95%
    Agent Score
    Licensing
    1 Expired
    Appointments
    2 Issues
    Last Activity
    Yesterday
    Issues
  • Kendall Boyd

    kendall.boyd@insurfitiq.com

    Field Manager
    Malik Turner
    Status
    Suspended
    Eligibility
    Suspended
    Written YTD

    $33K

    +13.0%
    Active Pipeline

    $336K

    14 open

    Placement
    50%
    Retention
    100%
    Agent Score
    Licensing
    2 Expired
    Appointments
    Fully Appointed
    Last Activity
    57 days ago
    Issues
  • Curtis Hale

    curtis.hale@insurfitiq.com

    Field Manager
    Lena Ostrander
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $30K

    -30.4%
    Active Pipeline

    $738K

    25 open

    Placement
    0%
    Retention
    100%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    13 hours ago
    Issues
  • Marcus Reed

    marcus.reed@insurfitiq.com

    Field Manager
    Derrick Shaw
    Status
    Active
    Eligibility
    Restricted
    Written YTD

    $29K

    -45.7%
    Active Pipeline

    $411K

    19 open

    Placement
    0%
    Retention
    79%
    Agent Score
    Licensing
    1 Expired
    Appointments
    2 Issues
    Last Activity
    40 minutes ago
    Issues
  • Bianca Solano

    bianca.solano@insurfitiq.com

    Field Manager
    Derrick Shaw
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $29K

    +193.3%
    Active Pipeline

    $491K

    17 open

    Placement
    20%
    Retention
    90%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    2 Issues
    Last Activity
    2 days ago
    Issues
  • Simone Wexler

    simone.wexler@insurfitiq.com

    Field Manager
    Derrick Shaw
    Status
    Active — Limited
    Eligibility
    Limited Eligibility
    Written YTD

    $23K

    -45.2%
    Active Pipeline

    $202K

    8 open

    Placement
    43%
    Retention
    100%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    15 hours ago
    Issues
  • Sarah Mitchell

    sarah.mitchell@insurfitiq.com

    Field Manager
    Vanessa Cole
    Status
    Active
    Eligibility
    Restricted
    Written YTD

    $18K

    -82.6%
    Active Pipeline

    $418K

    17 open

    Placement
    0%
    Retention
    90%
    Agent Score
    Licensing
    1 Expired
    Appointments
    2 Issues
    Last Activity
    8 hours ago
    Issues
  • Priya Raman

    priya.raman@insurfitiq.com

    Field Manager
    Derrick Shaw
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $14K

    -42.4%
    Active Pipeline

    $578K

    17 open

    Placement
    20%
    Retention
    96%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    2 Issues
    Last Activity
    2 days ago
    Issues
  • Grant Whitaker

    grant.whitaker@insurfitiq.com

    Field Manager
    Lena Ostrander
    Status
    Active
    Eligibility
    Restricted
    Written YTD

    $11K

    -68.7%
    Active Pipeline

    $440K

    17 open

    Placement
    33%
    Retention
    92%
    Agent Score
    Licensing
    1 Expired
    Appointments
    1 Issues
    Last Activity
    40 minutes ago
    Issues
  • Maya Lindqvist

    maya.lindqvist@insurfitiq.com

    Field Manager
    Malik Turner
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $10K

    -84.8%
    Active Pipeline

    $460K

    18 open

    Placement
    0%
    Retention
    100%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    2 Issues
    Last Activity
    2 hours ago
    Issues
  • Whitney Sloan

    whitney.sloan@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Onboarding
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    52 days ago
    Issues
    Clear
  • Damian Ortiz

    damian.ortiz@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    19 days ago
    Issues
  • Kelsey Ward

    kelsey.ward@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Recruiting
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    45 days ago
    Issues
    Clear
  • Andre Beaumont

    andre.beaumont@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    1 Issues
    Last Activity
    16 days ago
    Issues
  • Farrah Nazari

    farrah.nazari@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Onboarding
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    35 days ago
    Issues
  • Theo Lindberg

    theo.lindberg@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Fully Eligible
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    32 days ago
    Issues
  • Rosalind Pike

    rosalind.pike@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Inactive
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    28 days ago
    Issues
    Clear
  • Jonah Castellano

    jonah.castellano@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    Fully Appointed
    Last Activity
    29 days ago
    Issues
  • Imani Fitzgerald

    imani.fitzgerald@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Recruiting
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    18 days ago
    Issues
    Clear
  • Colton Weber

    colton.weber@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active — Limited
    Eligibility
    Limited Eligibility
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    15 days ago
    Issues
  • Delphine Marchetti

    delphine.marchetti@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Active
    Eligibility
    Fully Eligible
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    36 days ago
    Issues
  • Sean Kilpatrick

    sean.kilpatrick@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Onboarding
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    42 days ago
    Issues
    Clear
  • Anaya Doshi

    anaya.doshi@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Terminated
    Eligibility
    Suspended
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    Fully Appointed
    Last Activity
    37 days ago
    Issues
  • Bennett Rowe

    bennett.rowe@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Fully Eligible
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    28 days ago
    Issues
  • Yara Haddad

    yara.haddad@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Recruiting
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    1 Expired
    Appointments
    1 Issues
    Last Activity
    27 days ago
    Issues
  • Preston Kimball

    preston.kimball@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Limited Eligibility
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    1 Issues
    Last Activity
    25 days ago
    Issues
  • Lucia Verdugo

    lucia.verdugo@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Inactive
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    20 days ago
    Issues
    Clear
  • Sterling McRae

    sterling.mcrae@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Fully Eligible
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    15 days ago
    Issues
  • Noor Rahimi

    noor.rahimi@insurfitiq.com

    Field Manager
    Adrienne Boyle
    Status
    Onboarding
    Eligibility
    Restricted
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    1 Expiring
    Appointments
    Fully Appointed
    Last Activity
    53 days ago
    Issues
  • Wes Callahan

    wes.callahan@insurfitiq.com

    Field Manager
    Terrence Vaughn
    Status
    Active
    Eligibility
    Fully Eligible
    Written YTD

    $0

    +0.0%
    Active Pipeline

    $0

    0 open

    Placement
    0%
    Retention
    0%
    Agent Score
    Licensing
    Active
    Appointments
    Fully Appointed
    Last Activity
    27 days ago
    Issues

InsurFit IQ Directory Intelligence

What this roster is telling you

Demo intelligence derived from the agents currently in view — no live AI model is connected.

PERFORMANCE

7 agents account for 61% of issued premium in view.

GROWTH

6 agents have increased production more than 20% versus the prior period.

RISK

10 active agents have produced no new business in the last 30 days.

COMPLIANCE

14 agents have licenses expiring within the renewal window.

APPOINTMENTS

25 agents have at least one appointment issue affecting available products.

COACHING

3 agents have strong pipeline volume but conversion below the agency average.

Roster placement rate 14% · retention 62%