where tracking meets accountability

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Team Bonus & Compensation

  • The most flexible compensation system available for insurance agents.
  • Team member, office manager, and/or total agency bonus plans.
  • Unmatched user interface and simplicity.

Production Tracking

  • Identify your best premium sources instantly.
  • Drill down on all agency production data with just a few clicks.
  • Know which applications are issued and which are still pending.

Activity Tracking

  • Measure the activities that matter most in each role.
  • Track calls, quotes, appointments, or any custom activities you create.
  • By far the simplest solution to hold team members accountable.

Time Clock

  • Get notified when employees are not clocked in on time.
  • Automate the tracking of PTO requests, sick days, and vacation time.
  • Run your hourly payroll reports with ease.

Daily Summary Emails

  • Forget about fishing through dozens of reports.
  • One daily email snapshot displays the activity and results you've chosen to track.
  • Never wonder how your agency performs each day.

National Leaderboard

  • Rank your team against the best of the best!
  • We have over 1,000+ team members competing for the #1 spot in the country.
  • Increase motivation by creating competition outside of your agency.

Trakability is an invaluable tool that helps me keep the pulse of the office, whether I'm physically present or not. It creates accountability and improves communication with my team. I can't imagine running my agency without it.

Kevin Hayward - WA
Chairmen's Circle
SVP Club

I've used every tool out there. When it comes to holding your team accountable to the activities that drive your results, Trakability is in a class all by itself. It's a must have for every agent that wants to achieve high levels of success.

George Georgopulos - IL
President's Club
Chairmen's Circle

With this tool, I have a fully customizable program that allows me to create goals and shift reports and continuously track these metrics to make sure I'm on time to hit my business goals. Whether I'm in the office or using this tool from my phone or iPad, I'm constantly in check with the day's production and efficiency. I love it; my team loves it. I call this program my Office Manager!

Mike Lucas - IL
SVP Club Qualfier
Top 5 TICA Agent