AgencyIQ vs Trakability — Which Is Right for Your Agency?
Trakability is a lean, affordable production tracker. AgencyIQ is a broader performance intelligence platform. Here's the honest breakdown of which fits which kind of agency.
In this comparison:
- Quick side-by-side
- Who Trakability is the right call for
- Who AgencyIQ is the right call for
- Feature-by-feature
- Pricing and switching
Time to read: 5 minutes
The quick answer
| AgencyIQ | Trakability | |
|---|---|---|
| Best for | Independent agencies wanting analytics + AI + modern UX | State Farm captive agents wanting a cheap, simple tracker |
| Focus | Performance intelligence across production, leads, and pay | Lean production tracking + national leaderboard |
| Pricing | Free during beta | $149–$199/month, unlimited users |
| Standout | AI insights, Sankey analytics, lead ROI depth | National cross-agency leaderboard, simple setup |
| Known gap | Less of a captive-agent community feel | Dated tech stack, no AI, no modern visuals |
Who Trakability is the right call for
Trakability is a simple, cheap tool that does one thing. Pick Trakability if:
- You're a small State Farm captive agency that wants the basics — production, bonuses, activity, time clock — without much else.
- You want the national leaderboard experience. Their cross-agency leaderboard is a real community hook that motivates producers in the captive space.
- Your needs are simple. No lead ROI tracking, no carrier reconciliation, no analytics deep dive. Just daily tracking.
- Budget is the main driver. Trakability is positioned at the lower end of the market.
- You don't care about modern UX. Their tech stack is dated (they actually print the PHP version in the page footer), but functionally it works.
Who AgencyIQ is the right call for
AgencyIQ is built for independents who want more than tracking. Pick AgencyIQ if:
- You're an independent agency (not captive). AgencyIQ is positioned for the 5–15 producer independent P&C segment.
- You want modern analytics and AI insights. Trakability is a tracker. AgencyIQ is an intelligence platform.
- You care about lead ROI depth. AgencyIQ goes deeper on internet-lead performance than Trakability does.
- You want a tool being actively developed. AgencyIQ ships features weekly. Trakability has no public changelog or feature roadmap.
- You want modern UX that your producers actually enjoy using. Dated interfaces create friction — modern ones drive adoption.
Feature-by-feature
| Capability | AgencyIQ | Trakability | Notes |
|---|---|---|---|
| Production tracking | ✅ | ✅ | Both solid |
| Commission calculation | ✅ | ✅ | Both solid |
| Bonus plans (6 types) | ✅ | ✅ | Comparable |
| Activity tracking | ✅ | ✅ | Comparable |
| Time clock | 🟡 | ✅ | Trakability has this, AgencyIQ doesn't focus here |
| Daily summary emails | ✅ | ✅ | Both have |
| Modern UI / animated dashboards | ✅ | ❌ | AgencyIQ is modern; Trakability is dated |
| AI insight layer | ✅ | ❌ | Unique to AgencyIQ |
| Sankey commission-flow visualization | ✅ | ❌ | Unique to AgencyIQ |
| Internet lead ROI depth | ✅ | ❌ | AgencyIQ's strength |
| National cross-agency leaderboard | ❌ | ✅ | Trakability's strength (captive-agent community) |
| Active development cadence | ✅ | ❌ | AgencyIQ ships weekly; Trakability is near-dormant |
| AMS integrations | Growing | ❌ | Neither has many; both mostly file-based |
Pricing comparison
Trakability
- $149/month on annual contract
- $199/month month-to-month
- Unlimited users
- No setup fee, no contract required
- Special discount called out for State Farm agents
AgencyIQ
- Free during beta for Founding Members
- Paid pricing launches later this year — market-anchored $149–$199/month
- Unlimited users, no per-seat
- No setup fee
- Founding Members get grandfathered pricing
Switching
From Trakability to AgencyIQ
Export your data from Trakability as CSV. Upload it to AgencyIQ on the Data page. Your team, sales history, and bonus plans port in a single session.
The big difference isn't the switching effort — it's the change in what the product does for you. Expect the first week in AgencyIQ to feel bigger because the analytics surface is bigger.
From AgencyIQ to Trakability
Every AgencyIQ table exports to CSV. No lock-in. Walk out any time.
Our honest take
If you're a small captive agency that just needs tracking — and the national leaderboard is a genuine motivator for your team — Trakability works. It's been around 10+ years and knows its lane.
If you're an independent agency that wants intelligence, not just tracking — the feature surface of AgencyIQ is meaningfully broader. Lead ROI, AI insights, Sankey analytics, modern UX. Different class of product.
One thing worth noting: Trakability's tech stack is running on PHP 7.3 and an old Apache version — they literally print it in the page footer. That's 4 years past end-of-life for security patches. Not a dealbreaker by itself, but worth knowing.
Frequently Asked Questions
Does AgencyIQ have a national leaderboard like Trakability's?
No — and we don't plan to. Cross-agency leaderboards make sense in captive communities (everyone selling the same carrier's products). They don't map to independent agencies writing different carriers and products.
Is AgencyIQ more expensive than Trakability?
Paid AgencyIQ pricing launches in the same $149–$199 range. Founding Members get grandfathered pricing — usually below that.
What about Trakability's time clock?
We haven't prioritized time-clock features yet because most independent P&C agencies handle time tracking through payroll providers. If it's a must-have for your agency, that's a real gap on our side today.
Can I run both in parallel?
Yes — free beta makes this easy. Export your Trakability data, import to AgencyIQ, run a month in parallel, decide.
Is AgencyIQ built for captive or independent agencies?
Independent. Our positioning, feature priorities, and example numbers all assume an independent P&C agency writing multiple carriers. Captive agents can still use the product — some of the language just won't land the same way.
See AgencyIQ for yourself
AgencyIQ is free during beta for Founding Members.
Last updated: 2026-04-18