Who shows up on the Scoreboard?
Only producers in your own agency. Never other agencies.
Steps
- Open Client & Business Tracker → Scoreboard (under More).
- 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.