Team Performance

Field manager team production, compliance and coaching load

Data updated just now|Full agency visibility
Filters
Date Range
Division
Agent
Field Manager
Carrier
Product
State
Client Segment
Lead Source

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

#5 of teams · Team Score 12

Adrienne Boyle

Field Manager · Southwest · 10 agents · 10 in view

Team Size

10 in view · 10 total

Written Premium

$0

Agency Revenue

$0

Active Pipeline

$0

Placement

0%

Retention

0%

Average Agent Score

15

Compliance Issues

3

Team Alerts

What needs attention on this team

  • Compliance

    3 agent(s) with licensing issues — Anaya Doshi, Yara Haddad, Noor Rahimi

  • Appointments

    2 agent(s) blocked or partially appointed with carriers

  • Production

    10 agent(s) with no production in 30+ days

  • Coaching

    1 agent(s) scoring below 80 — coaching recommended

Roster

10 agents

Click a row to open Agent 360.

  • Whitney Sloan

    AGT-000031

    Status
    Onboarding
    Written
    $0
    Agent Score
    30· Developing
    Licensing
    Active
    Appointments
    Fully Appointed
  • Kelsey Ward

    AGT-000033

    Status
    Recruiting
    Written
    $0
    Agent Score
    30· Developing
    Licensing
    Active
    Appointments
    Fully Appointed
  • Farrah Nazari

    AGT-000035

    Status
    Onboarding
    Written
    $0
    Agent Score
    22· Developing
    Licensing
    Active
    Appointments
    1 Issues
  • Rosalind Pike

    AGT-000037

    Status
    Inactive
    Written
    $0
    Agent Score
    30· Developing
    Licensing
    Active
    Appointments
    Fully Appointed
  • Status
    Recruiting
    Written
    $0
    Agent Score
    30· Developing
    Licensing
    Active
    Appointments
    Fully Appointed
  • Status
    Active
    Written
    $0
    Agent Score
    15· Critical
    Licensing
    Active
    Appointments
    Fully Appointed
  • Anaya Doshi

    AGT-000043

    Status
    Terminated
    Written
    $0
    Agent Score
    25· Developing
    Licensing
    1 Expiring
    Appointments
    Fully Appointed
  • Yara Haddad

    AGT-000045

    Status
    Recruiting
    Written
    $0
    Agent Score
    22· Developing
    Licensing
    1 Expired
    Appointments
    1 Issues
  • Lucia Verdugo

    AGT-000047

    Status
    Inactive
    Written
    $0
    Agent Score
    30· Developing
    Licensing
    Active
    Appointments
    Fully Appointed
  • Noor Rahimi

    AGT-000049

    Status
    Onboarding
    Written
    $0
    Agent Score
    22· Developing
    Licensing
    1 Expiring
    Appointments
    Fully Appointed