For agencies

Your roster. Your calls. Your board.

Bring your agents onto one floor. Invite them, seat them by role, decide who gets which calls, and watch the board — from the same tab they close on.

Talk to us about your agency What each agent gets

Four roles

Owner · Admin · Agent · CSR

Rules, not favors

Lead pool

Live on the TV

Boards

Every angle

Reporting

Before MaXsave

Sound familiar?

You cannot see who is on a call, who is idle, and who is closing until the week is over.
Leads get handed out by hand, and the loud agent gets the good ones.
A CRM for the team, a dialer for the calls, a spreadsheet for commissions — and none of them agree.

One roster, one router, one board. Every call, application, and dollar lands in the same place your agents work.

A day on the platform

A day as the owner

From the first invite to the month-end statement, the owner tooling is the same product your agents use — just with more switches.

8:00
8:00 AM
Invite an agent
Send the invite from the roster. They land in your workspace with the role you picked and nothing they should not see.
Agents · Roster
4
Agents
1
CSR
2
Invites open
A. TranAgentOnline
D. KohlAgentOn call
L. PriceCSROnline
New inviteAgentSent
8:15
8:15 AM
Seat and fund the desk
Seats follow roles. Who pays for calls — the agency or the agent — is a setting, not a negotiation.
Agent desk
ONLINE — ready for callsGo Offline
OK
Mic
OK
Speaker
CA · TX · FL
States
9:00
9:00 AM
Set the lead pool rules
Route by state, by license, by round robin, or straight to a name. Callbacks stay with the agent who earned them.
Lead pool
TX · FL callers→ Team ARound robin
CA callers→ A. TranLicensed
Callbacks→ OwnerSame agent
Daily cap per agent · Unclaimed leads return to the pool
11:00
11:00 AM
The TV board
Leaders today and month-to-date, the phone HUD, the score board — on the office screen, updating as they sell.
Leader board · Today
J. Whitfield$6,240
M. Reyes$4,860
You$4,120
S. Brooks$2,980
4:00
4:00 PM
Read the reports
Calls, applications, close rate, talk time, by agent and by source. Saved filters for the ones you check daily.
Reporting · This month
312
Calls
94
Applications
30%
Close rate
31st
Month end
Commission statements
By carrier, with advances and chargebacks reconciled against what was actually written.
Commissions · Statement
Mutual of Omaha12 policies$4,180
Aetna9 policies$3,020
Americo5 policies$1,760
Advances · chargebacks trackedPaid

In the box

Plus everything else you need

Roles that mean something

Owner, admin, agent, CSR — each sees the pages for their job and nothing else.

Invites and onboarding

Signed invite links, seat counts you can see, and a recruiting inbox for applications.

Agency settings

Your name, your logo, your hours, your integrations — in one settings page.

Saved filters

The views you check every morning, one click away for you and your team.

Automations

Text and email sequences that fire on a disposition, a stage, or a date — from your agents’ own lines.

Tags and sources

Tag contacts, track sources, and see which publisher or campaign the sale came from.

Put your agents on one floor.

Tell us how many will be taking calls and where they are licensed. We walk you through seats, routing, and exactly what the calls cost before anything is signed.

Talk to us about your agency Sign in

A real conversation, not a demo funnel

Also on MaXsave

Licensed agents