For small agencies
Your agency outgrew memory. Now it needs a system.
Every producer gets the same follow-up engine, daily worklist, pipeline logic, scripts and compensation rules — without adding a manager to enforce them.
Today's worklist — 7 due for a touch
Rotates daily · each lead rests on a cadence after a touch
Where it actually breaks
Coordination, with no management layer to do it.
Nobody knows which leads were really worked
Producers work the easy and the recent. The rest of the book quietly ages, and you find out when you're comparing lead spend against a short month.
You can't separate bad leads from low activity
When a source underperforms, there's no way to tell whether it was the data or whether nobody called it — so you buy more leads to fix a problem that wasn't the leads.
Every producer has their own process
Different follow-up cadence, different meaning for the same pipeline stage, different scripts. Onboarding a new hire means teaching whichever version they sit next to.
Commission moves into spreadsheets
One level and two carriers is fine by hand. A second level, an override and an advance is where the errors start — and producers notice errors immediately.
Sellers spend about 60% of their time on non-selling work, and use an average of eight tools to close — with 42% saying they're overwhelmed by how many.
What changes
One method, applied the same way by everyone.
Every lead gets worked, in order
A ranked list per producer, rebuilt daily from who is genuinely due, so the whole book cycles instead of the same twenty familiar names.
One process, not five
Shared pipelines, shared dispositions, shared scripts and an academy you build your onboarding into — so a new hire learns the agency's method, not a colleague's.
Comp your producers can check themselves
Levels and rates set once, applied to every sale, with the rate that applied on the day stamped onto the policy so editing a grid never rewrites history.
Worth knowing
This is the stage where informal stops scaling.
Most agencies this size are still coordinating by memory and spreadsheet, and it holds right up until a chargeback lands or a producer disputes a number. Nothing here forces you to use the whole model — set one level and ignore the rest until you need it.