Agency performance, planning, and reporting in one operating layer.Operating software for independent agencies
Run planning, compensation, reporting, and coaching from one controlled workspace.
TrackToWin replaces spreadsheet drift and disconnected tools with one current system for goals, production, people, permissions, and performance review.
7-day full-featured trialUnlimited usersRole-based accessPublic security overview
One source of truthPlanning, production, compensation, COIs, and people stay in the same operating layer.
Built for reviewSecurity, privacy, contact, and company pages are available publicly for vendor screening.
Live workspace previewCurrent operating snapshot
Weekly review
Current monthSee pace, coaching, and follow-up in one working view.
This week vs paceWritten premium trend
+12%Manager viewCoaching table
3 prioritiesMaria S.Benchmark pace19 apps
James T.COI follow-up14 apps
Ana P.Chargeback review9 apps
Product
Everything leaders need to run the week, the month, and the compensation conversation.
The platform is designed so planning, execution, review, and access control stay connected instead of being split across tools that drift apart.
Planning
Set targets by office and line of business, then manage pace from the same system.
TrackToWin keeps planning tied to the live workspace so owners and managers can see the gap and coach against it immediately.
Compensation
Turn commission logic into a readable builder instead of a private spreadsheet chain.
Scorecards, gates, subtractors, and chargebacks stay in one structured workflow that leaders can actually review.
Insights
Give owners, managers, and producers different views without splitting the truth.
Coaching, benchmarks, and progress stay connected so every role works from current data with the right context.
Reporting
Read production, COI performance, and operational risk from one review-ready reporting layer.
Move from top-line signal to drill-in quickly, without exporting reports into another decision process.
Agency fit
Different roles, same system.
Owners, managers, and producers stay in one product while getting the context that fits how they work.
See the business clearly.
Track performance, planning, compensation, and organizational access from one current operating view.
Coach from the same numbers the team sees.
Use benchmarks, activity signals, and development context without rebuilding the story in side spreadsheets.
Give each person a focused workspace.
Show pace, expectations, compensation signals, and next priorities in a view that feels personal and actionable.
Security
Security foundations that are visible during screening, not hidden behind marketing claims.
TrackToWin exposes a public security overview and applies concrete browser, authentication, and authorization controls inside the app.
Protected authentication
Encrypted HttpOnly session cookies, production HTTPS requirements, same-origin checks, password policy enforcement, and session invalidation on password reset.
Scoped access control
Organization-aware viewers, role-based permissions, guarded APIs, and restricted routing help keep people inside the data and workflows they should actually access.
Browser hardening
Content Security Policy, strict transport and framing controls, no-store auth responses, and permission restrictions reduce common browser-side attack surface.
Abuse resistance
Sensitive authentication and recovery flows are validated for origin and throttled to make brute-force and reset abuse materially harder.
Vendor review path
Need a faster security or procurement review?
Start with the public pages below, then reach the TrackToWin team directly for follow-up questions.
Pricing
Start small, onboard the real team, and activate when the workspace is ready.
The first experience is the real platform, not a stripped-down demo. Use the 7-day trial to set up offices, people, roles, and reporting before you subscribe.
- First office starts at $109 per month.
- Each additional office is $50 per month.
- Unlimited users once the workspace is active.
7-day free trial
Full access during setup. Subscribe from inside TrackToWin when the live workspace feels ready to run.
All features included
11included workflowsEverything included once the workspace goes live.
Every active workspace includes the full operating layer for the team from day one.
Email reports
Activity tracking
Commission plan built around your structure
Chargeback plan
Compensation simulator
Development plans and PIPs
New hire 30-60-90 day plan
Employee census
Birthday and start-day home page celebrations
Office annual plan
Team member expectations vs. actual reporting
About TrackToWin
Software built to help agencies run with more clarity and less spreadsheet debt.
TrackToWin is focused on agency operations that normally get split across reports, planning documents, compensation workbooks, and admin cleanup. The goal is a system leaders can actually understand, review, and use every week.