Your team knows the goal.
Now let them see the score.
TrackRecord turns your agency's activity, applications, production and premium into a live performance system your entire team can see.
Turn your office TV into the scoreboard.
Every call.
Every quote.
Every app.
Every sale.
Every dollar of premium.
Live.
TrackRecord turns agency performance into something your team can see — all day, from across the room.
The scoreboard gets their attention.TrackRecord runs the numbers behind it.
TrackRecord gives agency owners one place to understand team activity, production and performance — without replacing your CRM.
Competition your team can feel.
A live board on your office TV: points, app race, premium race and goals update as the work gets done.
- Team competition
- Points leaderboard
- App Race
- Premium Race
- Goals
- Live Activity
Know what the day looks like — before it's over.
Calls, quotes, applications, sales and reviews, tracked against daily goals for the team and for each person.
- Calls
- Quotes
- Applications
- Sales
- Reviews
- Daily goals
Every number. Every person. Every period.
Daily, weekly and monthly performance for the whole team and for each individual — with production trends you can actually see.
- Daily performance
- Weekly performance
- Monthly performance
- Individual production
- Team production
- Production trends
| Team member | Apps | Premium | |
|---|---|---|---|
| Jenna | 29 | $58.4K | |
| Marcus | 24 | $51.9K | |
| Tyler | 17 | $37.2K |
From production to estimated pay.
See production and estimated commissions for the team and for each individual — in one clear view.
- Production
- Estimated commissions
- Individual commission reporting
| Team member | Production | Est. commission |
|---|---|---|
| Jenna | $58,400 | $1,980 |
| Marcus | $51,900 | $1,760 |
| Tyler | $37,200 | $1,240 |
| Sofia | $24,800 | $790 |
| Derek | $12,600 | $410 |
Time and time off, handled.
Clock in and out, review time history, and manage PTO requests and balances — without another tool.
- Clock in/out
- Time history
- PTO requests
- PTO balances
Know which leads actually pay.
See where business comes from, what it produces, how well each source closes — and what your lead spend returns.
- Lead sources
- Production by source
- Closing performance
- Lead ROI
| Source | Leads | Apps | Close | Premium | ROI |
|---|---|---|---|---|---|
| Referrals | 48 | 22 | 46% | $41.2K | Free |
| Google Ads | 112 | 19 | 17% | $28.6K | 7.1x |
| 134 | 14 | 10% | $17.9K | 3.6x | |
| Direct mail | 76 | 9 | 12% | $11.4K | 2.3x |
| Walk-ins | 31 | 12 | 39% | $15.8K | Free |
TrackRecord doesn't replace your CRM.
It makes your performance visible.
Keep your existing CRM and carrier systems. TrackRecord adds the layer focused specifically on:
Pick your plan.
Put it on the TV.
Core $149/mo · Plus $199/mo · Premium $299/mo (fully customizable, done for you). We're onboarding agencies personally — book a call and we'll get your scoreboard live.
See full pricing details →
Built by an agent.
For agents.
I'm Drew Cunningham. I originally built TrackRecord because I wanted a better way to see exactly what was happening inside my own agency.
I didn't want another CRM. I wanted to know what we were doing, what we were producing, whether we were on pace — and I wanted my team to know the score.
TrackRecord started as the system we use inside our own agency. Now we're opening it up to other agencies.
Make performance visible.
Track activity. See the score. Win the week.