Field Manager Team — InsurFit IQ

40 agents in view · 29 producing

Viewing as

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

#6 of teams · Team Score 11

Terrence Vaughn

Field Manager · Mountain · 10 agents · 10 in view

Team Size

10 in view · 10 total

Written Premium

Agency Revenue

Active Pipeline

Placement

Retention

Average Agent Score

Compliance Issues

Team Alerts

What needs attention on this team

Compliance
2 agent(s) with licensing issues — Andre Beaumont, Jonah Castellano
Appointments
4 agent(s) blocked or partially appointed with carriers
Production
10 agent(s) with no production in 30+ days
Coaching
9 agent(s) scoring below 80 — coaching recommended

Roster

10 agents

Click a row to open Agent 360.


Damian Ortiz AGT-000032	Active	$0	$0	$0	0%	0%	15· Critical	Active	1 Issues
Andre Beaumont AGT-000034	Active	$0	$0	$0	0%	0%	13· Critical	1 Expiring	1 Issues
Theo Lindberg AGT-000036	Active	$0	$0	$0	0%	0%	15· Critical	Active	Fully Appointed
Jonah Castellano AGT-000038	Active	$0	$0	$0	0%	0%	14· Critical	1 Expiring	Fully Appointed
Colton Weber AGT-000040	Active — Limited	$0	$0	$0	0%	0%	15· Critical	Active	1 Issues
Sean Kilpatrick AGT-000042	Onboarding	$0	$0	$0	0%	0%	30· Developing	Active	Fully Appointed
Bennett Rowe AGT-000044	Active	$0	$0	$0	0%	0%	15· Critical	Active	Fully Appointed
Preston Kimball AGT-000046	Active	$0	$0	$0	0%	0%	14· Critical	Active	1 Issues
Sterling McRae AGT-000048	Active	$0	$0	$0	0%	0%	15· Critical	Active	Fully Appointed
Wes Callahan AGT-000050	Active	$0	$0	$0	0%	0%	15· Critical	Active	Fully Appointed

Damian Ortiz
AGT-000032
Status
Active
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
1 Issues
Andre Beaumont
AGT-000034
Status
Active
Written
$0
Agent Score
13· Critical
Licensing
1 Expiring
Appointments
1 Issues
Theo Lindberg
AGT-000036
Status
Active
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
Fully Appointed
Jonah Castellano
AGT-000038
Status
Active
Written
$0
Agent Score
14· Critical
Licensing
1 Expiring
Appointments
Fully Appointed
Colton Weber
AGT-000040
Status
Active — Limited
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
1 Issues
Sean Kilpatrick
AGT-000042
Status
Onboarding
Written
$0
Agent Score
30· Developing
Licensing
Active
Appointments
Fully Appointed
Bennett Rowe
AGT-000044
Status
Active
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
Fully Appointed
Preston Kimball
AGT-000046
Status
Active
Written
$0
Agent Score
14· Critical
Licensing
Active
Appointments
1 Issues
Sterling McRae
AGT-000048
Status
Active
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
Fully Appointed
Wes Callahan
AGT-000050
Status
Active
Written
$0
Agent Score
15· Critical
Licensing
Active
Appointments
Fully Appointed