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.
#4 of teams · Team Score 42
Lena Ostrander
Field Manager · Northeast · 5 agents · 5 in view
Team Size
5 in view · 5 total
Written Premium
$167K
Agency Revenue
$21K
Active Pipeline
$2.35M
Placement
17%
Retention
95%
Average Agent Score
57
Compliance Issues
3
Team Alerts
What needs attention on this team
- Compliance
3 agent(s) with licensing issues — Dana Brooks, Devin Wallace, Grant Whitaker
- Appointments
5 agent(s) blocked or partially appointed with carriers
- Pipeline
4 stalled opportunities across 3 agent(s)
- Coaching
5 agent(s) scoring below 80 — coaching recommended
Roster
5 agents
Click a row to open Agent 360.
- Hugo Ferreira
AGT-000029
- Status
- Active
- Written
- $48K
- Agent Score
- 53· Critical
- Licensing
- Active
- Appointments
- 2 Issues
- Dana Brooks
AGT-000013
- Status
- Active
- Written
- $44K
- Agent Score
- 53· Critical
- Licensing
- 1 Expiring
- Appointments
- 2 Issues
- Devin Wallace
AGT-000017
- Status
- Active
- Written
- $33K
- Agent Score
- 63· Needs Attention
- Licensing
- 1 Expired
- Appointments
- 2 Issues
- Curtis Hale
AGT-000025
- Status
- Active
- Written
- $30K
- Agent Score
- 57· Critical
- Licensing
- Active
- Appointments
- 1 Issues
- Grant Whitaker
AGT-000021
- Status
- Active
- Written
- $11K
- Agent Score
- 57· Critical
- Licensing
- 1 Expired
- Appointments
- 1 Issues