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
Team management and shared dashboards are included on Team and Operating System. Full performance analytics and coaching tools are on Operating System. Not available on Solo.
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 |
Founding partners get 33% off. For life.
Solo $119/mo. Team $229/mo. Operating System $399/mo. One flat price per agency. No per-user fees. Priority support and direct product team access included.
$100 fully refundable deposit. Offer closes August 1, 2026. Limited to 20 agencies.