Team Performance

Field manager team production, compliance and coaching load

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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.

All teams

#3 of teams · Team Score 52

Vanessa Cole

Field Manager · West · 5 agents · 5 in view

Team Size

5 in view · 5 total

Written Premium

$318K

Agency Revenue

$46K

Active Pipeline

$1.41M

Placement

22%

Retention

96%

Average Agent Score

57

Compliance Issues

3

Team Alerts

What needs attention on this team

  • Compliance

    3 agent(s) with licensing issues — Sarah Mitchell, Jordan Ellis, Elliot Pace

  • Appointments

    5 agent(s) blocked or partially appointed with carriers

  • Pipeline

    4 stalled opportunities across 4 agent(s)

  • Coaching

    5 agent(s) scoring below 80 — coaching recommended

Roster

5 agents

Click a row to open Agent 360.

  • Elliot Pace

    AGT-000023

    Status
    Active
    Written
    $136K
    Agent Score
    65· Needs Attention
    Licensing
    1 Expired
    Appointments
    1 Issues
  • Tobias Nguyen

    AGT-000019

    Status
    Active
    Written
    $64K
    Agent Score
    56· Critical
    Licensing
    Active
    Appointments
    2 Issues
  • Roman Petrov

    AGT-000027

    Status
    Active
    Written
    $52K
    Agent Score
    58· Critical
    Licensing
    Active
    Appointments
    2 Issues
  • Jordan Ellis

    AGT-000015

    Status
    Active
    Written
    $48K
    Agent Score
    53· Critical
    Licensing
    1 Expiring
    Appointments
    1 Issues
  • Sarah Mitchell

    AGT-000011

    Status
    Active
    Written
    $18K
    Agent Score
    54· Critical
    Licensing
    1 Expired
    Appointments
    2 Issues