Wiki / Getting Started
Getting Started
Set up your agency and take the first-week walkthrough.
- Welcome to AgencyIQGet up and running with AgencyIQ in under 10 minutes — what the platform does, who it's for, and where to go next.
- How to Invite and Set Up Your TeamStep-by-step guide to inviting your producers, setting their roles, and getting everyone logged in — in under 20 minutes.
- How to Upload Your First Sales FileStep-by-step guide to getting your sales data into AgencyIQ — file types, columns you need, and what to do when a row doesn't work.
- A Tour of Your AgencyIQ DashboardA quick tour of every part of the main AgencyIQ dashboard — what each number means, where to click, and the two-minute morning check every agency owner should run.
- How to Set Yearly Goals in AgencyIQA step-by-step guide for agency owners — set yearly production goals that break down into monthly pace automatically, so every producer knows where they stand.