Who shows up on the Scoreboard?
Only producers in your own agency — never other agencies.
Steps
- Open Business Tracker → Scoreboard.
- The board ranks your agency's producers by annualized premium, policies sold, and retention.
- Policies are credited by sale date, and monthly premiums are annualized (×12) for ranking.
The Scoreboard is always scoped to your agency alone — you never see other agencies' numbers, and they never see yours.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.