Team Performance
Coach your team with data, not guesswork.
Most agency principals have no idea how many quotes each agent is running, what their close rate is, or where deals stall. HarborIQ changes that.
Real-time production visibility
See quotes submitted, policies bound, premiums written, and close rates per agent. Updated automatically as your team works.
Identify bottlenecks before they cost you
When deals stall at the same stage for the same agent, you'll see the pattern. Coach the behavior, not the result.
Goal setting and tracking
Set production goals per agent and track progress in real time. Your team sees where they stand without asking.
Activity logging without extra work
Calls, quotes, and policy actions are logged automatically as agents use the platform. No separate activity tracking required.
How it works
Your team uses HarborIQ daily
As agents quote, follow up, and bind policies, every action is logged automatically. No manual reporting.
Dashboards populate in real time
The team performance dashboard shows production, activity, and pipeline health per agent and for the agency overall.
You coach with data
Weekly 1:1s go from 'how are things going?' to 'your close rate dropped 10% this month. Let's look at where deals are stalling.'
Availability
The team layer (chat, training, license and CE tracking, roster) is included in every plan, Markets and Agency alike. Producer performance reporting lives in the Agency plan, because it reads the book.
How HarborIQ compares
Traditional AMS platforms don't track agent production beyond basic policy counts. HarborIQ was built for principals who want to grow their team.
| Feature | HarborIQ | Typical AMS |
|---|---|---|
| Agent production dashboard | Real-time quotes, binds, premiums, close rates | Basic policy count reports |
| Activity logging | Automatic (calls, quotes, emails) | Manual entry required |
| Goal tracking | Set and track goals per agent | Not available |
| Pipeline visibility per agent | See each agent's prospect pipeline | No prospect tracking |
| Performance coaching tools | Bottleneck identification, trend data | Anecdotal / manual review |
Start today. Move the book when you're ready.
Markets is $199/mo at any size, live the same day. Agency runs the whole operation at $199 solo, $399 for 2 to 5, and $599 for 6 to 15. Published, month to month, never per person.
Annual prepay: a month free, and the book import free. One month's fee for the import on monthly. See pricing.