TrackToWin for modern agencies

Minimal on the surface. Deep where operators need it.

Run commission plans, coaching, COI relationships, planning, and reporting from one clean operating view.

From $109/monthUnlimited users. 24/7 support.
Commission builderPersonal insightsCOI production tracking
Live product languageBuilt around the real TrackToWin shell
Owner HomeMonday snapshot
On pace
Written premium$184k
Apps to goal82%
Commission builder ready2 COIs growingChargebacks flagged
Built for the whole agency

One system, different lenses for the people actually running the business.

Owners, managers, and producers stay inside the same product while getting the context that fits their role.

Owner lens

See the business without waiting on someone to rebuild the story.

Read production, compensation, planning, and chargebacks from one current view.Spot which office, producer, or COI needs attention before the week gets away.
Built for owners and operators.
Manager lens

Coach from the same numbers the team is seeing.

Use benchmarks, scorecards, and activity signals to guide the next conversation.Move from dashboard to drill-in without exporting or stitching reports together.
Built for managers and office leaders.
Producer lens

Give each rep a view that feels personal, not generic.

Show pace to goal, development focus, compensation signals, and progress in one place.Keep accountability clear without making producers interpret owner-level reporting.
Built for producers and team members.

One polished view for the daily pulse and the deeper read.

The home screen and reporting layer stay connected, so operators can see the number and act on it in the same product.

Sample home screen

North Star Agency

March snapshot
Written premium$184k+12% vs last month
Apps to goal82%17 days remaining
Win The Day14 / 18people on pace
Production trendThis week vs pace
+9%
Win The DayLeaderboard pulse
14 active
1Maria S.18 pts
2James T.16 pts
3Ana P.15 pts
Attention queueWhat changed
2 producers dipped below weekly benchmark paceChargeback ratio rose for one carrier clusterLife line closed its goal gap by 6 points
Commission builder

A commission builder agencies can actually read, maintain, and trust.

TrackToWin turns plan logic into a structured workflow for scorecards, subtractors, gates, chargebacks, and payout review.

01
Plan basicsStart in draft, define the plan, and keep nothing live until the structure is ready.
02
Lines of businessSet coverage by product and line so payout logic actually reflects the business mix.
03
Gates and thresholdsControl payout eligibility with minimums, gates, and role-specific thresholds.
04
Scorecards and chargebacksLayer scorecards, subtractors, and chargeback logic into the same readable plan.
05
Assign and publishMove from draft to live without rebuilding the story in payroll week spreadsheets.
TrackToWin commission plan builder
Sales 2026 builderDraft plan
One builder, multiple layers of logic.Quick rules, special overrides, thresholds, scorecards, and payout control in one place.

Why agencies switch.

Replace scattered operating tools with one system that keeps the picture current.

Before

Spreadsheets, CRM notes, and disconnected reports.

Compensation logic lives in fragile files owned by a few people.COI touches and relationships sit outside the production story.Leaders rebuild context every week before they can coach.
After

One operating layer for planning, execution, and reporting.

Commission plans, chargebacks, and scorecards are structured and reviewable.Organizations, employee contacts, touches, and production live in one COI system.Owners, managers, and producers work from the same current picture of the business.
Centers of influence

Track organizations, employee contacts, touches, and production driven by each relationship.

This is a first-class COI layer. Track the organization, the people inside it, the touches that happened, and the production that came from the relationship.

Track organizations and the employee relationships inside each center of influence.
Keep contact details, touches, ownership, and follow-up history in one surface.
Tie written business back to the COIs that are actually producing momentum.
TrackToWin centers of influence tracking
18Touches logged
$41kProduction tied back

Explore the operating layers.

Flip each card for the working explanation without losing the product view.

Commission Builder

Scorecards, subtractors, gates, and chargebacks in one builder.

Replace buried spreadsheet logic with a readable compensation system.

TrackToWin commission plan builder
Commission builderLive workflow
Quick rulesScorecardsChargebacks
Hover to flip
Commission BuilderHow it works

Build plans leaders can explain, adjust, and audit without decoding formula chains.

Model rules without spreadsheet knotsHandle scorecards, tiers, gates, and subtractors from one structured workflow.
Connect chargebacks to payoutSee where retention drag affects compensation before payroll becomes reactive.
Review and publish cleanlyAudit rules, exceptions, and payouts from one readable surface.
TrackToWin commission plan builder
Commission builder
Quick rulesScorecards
See details

Build plans leaders can explain, adjust, and audit without decoding formula chains.

Model rules without spreadsheet knotsHandle scorecards, tiers, gates, and subtractors from one structured workflow.
Connect chargebacks to payoutSee where retention drag affects compensation before payroll becomes reactive.
Review and publish cleanlyAudit rules, exceptions, and payouts from one readable surface.
Employee Census

A live employee census tied to offices, roles, and access.

Keep the org map current so reporting, onboarding, and permissions stay accurate.

TrackToWin employee census and people view
Employee censusPeople view
PeopleRolesAccess
Hover to flip
Employee CensusHow it works

Track who is in the business, where they sit, what they own, and what access they should have from one clean roster.

One roster everyone trustsKeep office, team, role, and reporting structure aligned with the real business.
Permissions tied to real peopleAccess stays cleaner when the roster and the software move together.
Less admin cleanupRole changes and onboarding no longer create drift across disconnected systems.
TrackToWin employee census and people view
Employee census
PeopleRoles
See details

Track who is in the business, where they sit, what they own, and what access they should have from one clean roster.

One roster everyone trustsKeep office, team, role, and reporting structure aligned with the real business.
Permissions tied to real peopleAccess stays cleaner when the roster and the software move together.
Less admin cleanupRole changes and onboarding no longer create drift across disconnected systems.
Personal Insights

A producer view built for progress, coaching, and clarity.

Each person gets benchmarks, focus areas, compensation signals, and weekly context.

TrackToWin personal insights overview
Personal insightsRep view
BenchmarksPacingCoaching
Hover to flip
Personal InsightsHow it works

Give every producer a focused workspace instead of forcing them to interpret manager-grade reporting.

Pacing that feels personalSee progress, trend, and the next focus area without digging through multiple reports.
Better coaching conversationsManagers and reps can work from the same context instead of trading screenshots.
A clearer daily viewPut development plans, benchmarks, and compensation signals in one place.
TrackToWin personal insights overview
Personal insights
BenchmarksPacing
See details

Give every producer a focused workspace instead of forcing them to interpret manager-grade reporting.

Pacing that feels personalSee progress, trend, and the next focus area without digging through multiple reports.
Better coaching conversationsManagers and reps can work from the same context instead of trading screenshots.
A clearer daily viewPut development plans, benchmarks, and compensation signals in one place.
Business Planning

Business planning that stays connected to execution.

Set targets by office and line of business, then manage the gap during the month.

TrackToWin business planning and office setup
Business planningOffice view
AgenciesOffice planningTargets
Hover to flip
Business PlanningHow it works

Keep planning inside the same system used to coach the week and read the reports.

Targets by office and LOBPlan around the real shape of the business instead of one blended top-line goal.
Spot pace gaps earlySee where the month is drifting before the review meeting becomes retrospective.
Adjust with live contextMove from planning to action without rebuilding the story in another tool.
TrackToWin business planning and office setup
Business planning
AgenciesOffice planning
See details

Keep planning inside the same system used to coach the week and read the reports.

Targets by office and LOBPlan around the real shape of the business instead of one blended top-line goal.
Spot pace gaps earlySee where the month is drifting before the review meeting becomes retrospective.
Adjust with live contextMove from planning to action without rebuilding the story in another tool.
COI Tracking

Organizations, employees, touches, and production in one COI layer.

Track centers of influence by organization and their employees in one place.

TrackToWin centers of influence tracking
COI trackingRelationship view
OrganizationsTouchesProduction
Hover to flip
COI TrackingHow it works

Keep contact details, touches, and production tied together without splitting the story across a CRM, inboxes, and spreadsheets.

Organizations and employee contactsSee every center of influence as a real account with the people inside it.
Touches and relationship historyLog calls, meetings, and follow-ups so the relationship has a visible trail.
Production tied back to influenceUnderstand which COIs are actually driving written business and building momentum.
TrackToWin centers of influence tracking
COI tracking
OrganizationsTouches
See details

Keep contact details, touches, and production tied together without splitting the story across a CRM, inboxes, and spreadsheets.

Organizations and employee contactsSee every center of influence as a real account with the people inside it.
Touches and relationship historyLog calls, meetings, and follow-ups so the relationship has a visible trail.
Production tied back to influenceUnderstand which COIs are actually driving written business and building momentum.
Reports

Reports that move from signal to decision fast.

Production, benchmarks, chargebacks, ROI, and saved views work as one reporting layer.

TrackToWin reports dashboard
ReportsDashboard
DashboardsSaved viewsDrill-ins
Hover to flip
ReportsHow it works

Show trend, comparison, and drill-in context without pushing operators into disconnected exports.

Weekly review-ready reportingOpen a report and get the main signal, the comparison, and the drill-in path quickly.
Chargebacks and performance togetherSee where retention drag, benchmark misses, and production gaps are compounding.
Saved views that stay usefulKeep the reporting layer clean for owners, managers, and producers alike.
TrackToWin reports dashboard
Reports
DashboardsSaved views
See details

Show trend, comparison, and drill-in context without pushing operators into disconnected exports.

Weekly review-ready reportingOpen a report and get the main signal, the comparison, and the drill-in path quickly.
Chargebacks and performance togetherSee where retention drag, benchmark misses, and production gaps are compounding.
Saved views that stay usefulKeep the reporting layer clean for owners, managers, and producers alike.
Built in the US by an agent for agents
Unlimited users across the platform
Unlimited access with no seat rationing
24/7 support when agencies need help
Pricing

Simple pricing for agencies that want the full platform.

One plan, one operating layer, and no per-user games. TrackToWin is built to be adopted across the business, not rationed seat by seat.

Includes your first officeAdd offices as you grow
TrackToWin platform

Everything included

No user limits
$109/month

Each additional office is $50 per month.

Unlimited users
Unlimited access
24/7 support
Built in the US by an agent for agents

Common questions, answered simply.

Enough detail to remove friction without turning the bottom of the page into a wall of text.

What does the monthly plan include?
The core plan is $109 per month for your first office and includes unlimited users, unlimited access, and the full TrackToWin platform.
How are additional offices priced?
Each additional office is $50 per month. The pricing is office-based rather than seat-based so agencies can roll the system out broadly.
Do agencies get help with setup and support?
Yes. TrackToWin includes 24/7 support and is built in the US by an agent for agents, so the product and the support are grounded in the way agencies actually operate.
PricingBecome a user