trainwell Tracking gives your sales and service teams real-time activity logging, live leaderboards, commission clarity, and ROI per producer — so you always know what’s working and what everyone’s on track to earn.
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Activity, production, commissions, comp plans, time & PTO — built to the way insurance agencies actually run.
Reps log calls, quotes, fact-finders, and households as they go — with customer capture where it counts. Progress rings make the day feel like a game.
Sales and service boards for activity and production, office-scoped, updating in real time. Healthy competition, zero spreadsheets.
Every producer sees current and potential pay, splits, and chargebacks — plus a what-if simulator for their comp plan.
Upload your plan and talk it through. The AI asks questions until it's 95% sure, then computes pay exactly the way you intend.
Month-to-date vs. the same point last month, with run-rate projections for applications and premium — per producer and agency-wide.
See what the agency earns against each producer's base and paid commissions, by line of business and bonus — so you know who's profitable.
Production and activity show month-to-date next to the same point last month, so a slow start or a hot streak is obvious on day one — not on the 30th.
“We finally see who’s actually producing — and what they’re on pace to earn. Comp setup went from a spreadsheet nightmare to a 20-minute conversation.”
Every plan includes the full design system, light & dark, and unlimited activity logging.
For small teams getting organized.