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

#1 of teams · Team Score 59

Derrick Shaw

Field Manager · Southeast · 5 agents · 5 in view

Team Size

5 in view · 5 total

Written Premium

$160K

Agency Revenue

$22K

Active Pipeline

$2.12M

Placement

37%

Retention

92%

Average Agent Score

57

Compliance Issues

5

Team Alerts

What needs attention on this team

  • Compliance

    5 agent(s) with licensing issues — Marcus Reed, Priya Raman, Renee Alvarez

  • Appointments

    5 agent(s) blocked or partially appointed with carriers

  • Coaching

    5 agent(s) scoring below 80 — coaching recommended

Roster

5 agents

Click a row to open Agent 360.

  • Renee Alvarez

    AGT-000020

    Status
    Active
    Written
    $66K
    Agent Score
    63· Needs Attention
    Licensing
    1 Expiring
    Appointments
    1 Issues
  • Marcus Reed

    AGT-000012

    Status
    Active
    Written
    $29K
    Agent Score
    51· Critical
    Licensing
    1 Expired
    Appointments
    2 Issues
  • Bianca Solano

    AGT-000024

    Status
    Active
    Written
    $29K
    Agent Score
    58· Critical
    Licensing
    1 Expiring
    Appointments
    2 Issues
  • Simone Wexler

    AGT-000028

    Status
    Active — Limited
    Written
    $23K
    Agent Score
    56· Critical
    Licensing
    1 Expiring
    Appointments
    1 Issues
  • Priya Raman

    AGT-000016

    Status
    Active
    Written
    $14K
    Agent Score
    57· Critical
    Licensing
    1 Expiring
    Appointments
    2 Issues