AgentXEdge

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Insurance Dashboard

Agent View

Overview

Agents

Coaching

Analytics

Intelligence

Goals

Marketing

Chat

Clients

Summary

Leaderboards

Pyramid

Tiers

Growth

Live Data

Agent Detail

Asset Calculator

Live Calls

Call Reports

Coaching

Manager View

To-Dos

Messages

Compliance

Meet Library

Analytics

Performance

Activity

AI Insights

Predictions

Goals

Activity

Directives

Due in min

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Agent Status Overview

Quote Pull-Through

Working Days Tracker

Days Elapsed

Working days used

Days Remaining

Working days left

Total Working Days

In current month

Month Progress

--%

Key Performance Indicators

Total Items

Month to Date

Total Premium

Month to Date

Total Policies

Month to Date

Total Dials

Today (Ricochet)

Talk Time

Minutes today

Active Agents

Producers

Agent Performance

Product Lines

Agency Hierarchy

Portfolio Growth & Bonus Tiers

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Agency Bonus Tracker

Bonus Structure Configuration

Tier 1 — Base Bonus

Min Items

Bonus $

Goal % Threshold

Tier 2 — Target Bonus

Min Items

Bonus $

Goal % Threshold

Tier 3 — Stretch Bonus

Min Items

Bonus $

Goal % Threshold

Agency Settings

Agency Item Goal

Agency Premium Goal ($)

Max Agency Bonus Pool ($)

2/3 Rule Compliance - Quick Glance

Compliant

Non-Compliant

Compliance Rate

Forecasting & Trends

Historical Trends

Activity Calculator

Calculate the daily activity needed to reach your goal

Input Data

Select Agent

Current Items Sold (YTD)

Goal (Items)

Days Remaining in Month

Action Plan

Select an agent and click Calculate

to see their required activity plan

Goal Tracking

On Track

agents

Behind

agents

Goal Met

agents

Agent Progress

Detailed View

Daily To-Dos

Record Completion

Goal Likelihood Analytics

Agent Activity

Coaching, to-dos, calls & quotes per agent

Individual Agents

Performance Tiers

Growth & Bonus Tracking

Agency growth metrics and bonus eligibility

MTD ITEMS

MTD PREMIUM

GOAL PROGRESS

ACTIVE AGENTS

Bonus Tier Progress

Bronze (600 items)

Silver (740 items)

Gold (900 items)

AI Coaching

AI-powered performance analysis & personalised coaching

Ready to Analyse

Choose a platform and either leave on Whole Team for overall coaching themes, or pick a specific agent, then hit Run Analysis.

Or click Send to AI ↗ on any agent card in Live Data to jump straight here.

Sales Dashboard — Live

Live Data Real-time data feeds from connected APIs

Team Performance

Click Send to AI ↗ on any card to generate a coaching report

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Detailed Live Metrics

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Marketing Intelligence

Lead vendor performance, spend analytics & ROI tracking

Data Loaded

Vendor Performance Breakdown

Last 90 Days

Vendor	Leads	Quotes	Quote%	Sales	Close%	Lead Price	Spend	Cost/Sale	Premium	ROI

Total Spend & Lead Price

Return Rate & Cost Per Sale

Leads, Quotes & Quote %

Sales, Quotes & Close %

Contact Attempts Per Lead vs Quote %

Total Spend by Vendor

Year To Date 2026

Clients

Client

Assigned

Stage

Latest Quote

Events

Team Chat

Channels

Direct Messages

# General

Manager View

Are managers doing their coaching conversations?

Coaching Health by Agent

Recent Coaching Sessions

Performance Dashboard

Are we on target for bonus goals?

Agent Performance vs Bonus Targets

Bonus Projection by Agent

API Error Log

Google Meet + Gmail

Coaching recordings & emails

Not Connected

CRM

Call data · 2FA protected

Not Connected

Log into tca.crm.me → DevTools (F12) → Network → any request → Headers → copy the Authorization: Bearer ... value

Google Drive Excel Sync

Checking...

Monthly Tracker Entry

Upload Excel

Agent	Team	Items	Goal	Premium	Policies	Quotes	Calls	Close%

Agent Management

Call Transcripts & Recordings

API Connections

Sales Dashboard

Lead pipeline · Auto-refreshes every 5 min

✓ Connected

CRM

Call data · 2FA protected (bearer token)

No Token

Phone

Call logs · OAuth via Allstate SSO

Not Connected

Step 1: Add Client ID + Secret via Configure above
Step 2: Click Connect → Allstate SSO login opens → approve → done

Notification Settings

Enable

SMS / Text

Enable

Browser Push

Not subscribed

Alert Rules

Auto-send alerts daily

Weekly Digest Enable

Monthly Goal Setting

Corrective Action & Documentation

⏳ Pending Actions

Written Notice #2026-001

Agent: Diana Kelly | Issued: 2026-02-10

⏰ Awaiting agent response (3 days)

Coaching Session #2026-002

Agent: Alex Villarreal | Completed: 2026-02-08

Signed by agent - Follow-up due 2026-02-22

📜 Recent Actions (Last 30 Days)

ID	Type	Agent	Date	Status
CA-2026-001	Written Notice	Diana Kelly	2026-02-10	Pending Response
CA-2026-002	Coaching	Alex Villarreal	2026-02-08	Completed
CA-2026-003	🤝 Touchpoint	Michael Shupe	2026-02-05	Completed

Asset Calculator

Quick coverage calculator for customer calls

Customer Assets

Home Value

Vehicle(s) Value

Personal Property Jewelry, electronics, furniture, etc.

Business Assets

Other Assets Boats, RVs, rental properties, etc.

Recommended Coverage

Total Asset Value

Recommended Coverage

Coverage Breakdown

Home Insurance $0

Auto Insurance $0

Personal Property $0

Umbrella Policy $0

Agent Tips

Enter customer asset values to see coverage recommendations and talking points.

Insurance Dashboard

Directives

Agent Status Overview

Quote Pull-Through

Working Days Tracker

Key Performance Indicators

Agent Performance

Agency Hierarchy

Agency Hierarchy

Portfolio Growth & Bonus Tiers

Portfolio Growth & Bonus Tiers

Agency Bonus Tracker

2/3 Rule Compliance - Quick Glance

To-Do Management

Agent Messaging

Compliance & Accountability

Forecasting & Trends

Historical Trends

Activity Calculator

Input Data

Action Plan

Daily Requirements

Recommended Actions

Goal Tracking

Agent Progress

Detailed View

Daily To-Dos

Record Completion

Goal Likelihood Analytics

Goal Projection & Course Correction

Agent Activity

Individual Agents

Performance Tiers

Growth & Bonus Tracking

Bonus Tier Progress

AI Coaching

Ready to Analyse

Google Meet Coaching Library

Sales Dashboard — Live

Team Performance

Month over Month Comparison

Detailed Live Metrics

Marketing Intelligence

Vendor Performance Breakdown

Total Spend & Lead Price

Return Rate & Cost Per Sale

Leads, Quotes & Quote %

Sales, Quotes & Close %

Sales by Vendor

Contact Attempts Per Lead vs Quote %

Total Spend by Vendor

Year To Date 2026

Clients

Manager View

Performance Dashboard

API Error Log

Google Drive Excel Sync

Monthly Tracker Entry

Agent Management

Call Transcripts & Recordings

API Connections

Notification Settings

Monthly Goal Setting

Corrective Action & Documentation

⏳ Pending Actions

📜 Recent Actions (Last 30 Days)

Asset Calculator

Customer Assets

Recommended Coverage

Coverage Breakdown

Upload Data File

Modal

Settings

🎛️ Configure Dashboard Widgets

Agent Details

Welcome!

🔌 API Integration Manager

Add New Integration

Active Integrations

Create Corrective Action