Wiki / Activity Log & Goals
Activity Log & Goals
Track daily producer activity and set annual goals.
- How to Track Daily Activity for Your ProducersThe 3 activity numbers every producer should log, what healthy looks like, and how to use activity data to predict future sales.
- How to Set Monthly and Quarterly GoalsA practical framework for breaking yearly goals into monthly pace and quarterly checkpoints — so producers know where they stand every week.
- How to Track Conversion Ratio for Your Insurance AgencyStep-by-step on setting up conversion ratio tracking in AgencyIQ — which ratios matter, how to see them, and what to do when the number slips.
- Recording Monthly Office MetricsHow to record the monthly office-level numbers that don't come from sales uploads — auto/fire gains, households, policy count, and team quote activity.
- Tracking Households and Policy CountWhy the total size of your book matters more than new-business counts — how households and policy count reveal retention trouble sales numbers hide.
- Understanding Net Gain/LossThe single most important metric for agency health — what net gain/loss means, why you can't out-sell a retention problem, and where to track it.
- Understanding Your Metrics — A Complete GlossaryEvery metric in AgencyIQ in one place — production, pace, projection, conversion, ROI, CPA, commission, and more. Bookmark this and come back whenever you need a refresher.
- How Annual Goal Projections WorkThe formula behind AgencyIQ's year-end projections, why they change month to month, and how to turn a "behind" number into a monthly target your team can hit.