Open the front door fast and move straight into the welcome flow instead of waiting on a sales handoff.
TrackToWin for agencies
Welcome your agency into TrackToWin with a full-featured free trial.
Create the first owner login, move through setup, and let the whole team experience compensation, coaching, COI tracking, planning, and reporting in one connected system before you subscribe.
7-day free trialUnlimited users from day one. Subscribe when the momentum is real.
7-day free trialUnlimited users from day oneSubscribe inside TrackToWin
Live product languageWelcome flow + live workspace
7-day free trialStart free, onboard the real team, and subscribe from inside TrackToWin before the trial ends.
Owner HomeMonday snapshot
On paceWritten premium$184k
Apps to goal82%
Full access unlocked2 COIs growingChargebacks flagged
Start fast
A welcoming start that gets the agency into the real product quickly.
New agencies begin with a 7-day free trial, full product access, and a setup path that leads directly into the live TrackToWin experience instead of a dead-end onboarding maze.
What makes the start feel differentThe first impression is the real platform, not a stripped-down demo.
Bring in offices, roles, people, and targets first. Then let the team feel the dashboards, coaching, compensation, and planning layers working together before the subscription ever becomes the next step.
Full platform accessUnlimited usersSubscribe inside the app
Bring the real shape of the agency into TrackToWin so the workspace feels useful immediately.
Run the real dashboards, planning, compensation, and coaching layers before you decide to keep it live.
Create the owner login, finish setup, and let the agency step into the same product it would use after subscribing.
Compensation, planning, dashboards, COI tracking, reporting, and coaching stay available so the trial feels decisive instead of partial.
The countdown stays obvious while the team is evaluating, then disappears as soon as the organization subscribes.
First run preview
What the first screens feel like once an agency starts.
Instead of dropping people into a generic shell, the opening sequence should feel like a guided handoff into a product that is already ready to help.
Step 1Owner account
AgenciesOffice planning
Open the door with the first owner login.
Start the agency from the right seat so the welcome flow feels direct, fast, and operational from the first minute.
Step 2Agency structure
PeopleRoles
Bring offices, roles, and people into the real workspace.
Set up the real shape of the business so access, coaching, and reporting immediately feel like they belong to the agency.
Step 37-day live trial
DashboardsSaved views
Land in a product that already feels ready to run with.
Dashboards, planning, and reporting stay unlocked while the banner makes the trial timeline visible until the organization subscribes.
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
March snapshotNorth Star Agency
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 active1Maria 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.
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.
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.
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.
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.
Commission builderLive workflow
Quick rulesScorecardsChargebacks
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.
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.
Employee censusPeople view
PeopleRolesAccess
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.
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.
Personal insightsRep view
BenchmarksPacingCoaching
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.
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.
Business planningOffice view
AgenciesOffice planningTargets
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.
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.
COI trackingRelationship view
OrganizationsTouchesProduction
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.
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.
ReportsDashboard
DashboardsSaved viewsDrill-ins
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.
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 after the free trial.
Start with a 7-day free trial, get the team into the real product, then keep the momentum going on one plan with no per-user games.
7-day full-featured trial firstIncludes your first officeAdd offices as you grow
TrackToWin platform
Trial first, then subscribeEverything included
$109/month
New agencies begin with a 7-day free trial. After that, the first office is $109 per month and each additional office is $50 per month.
7-day full-featured free trial
Unlimited users
Unlimited access
24/7 support
Built in the US by an agent for agents
Subscribe without leaving the platform
Next steps
Start the trial with a clear path instead of a blank-screen feeling.
The page should make the first move feel easy. Start the owner account, shape the workspace around the real agency, and let TrackToWin feel welcoming before billing ever becomes the next decision.
Create the owner login
Start with the person leading the agency so the setup and first decisions happen from the right seat.
Shape the workspace around the real business
Add offices, roles, and people early so the dashboards, planning, and coaching views feel grounded right away.
Run the live 7-day trial with confidence
Use the actual platform, watch the banner count down, and subscribe once the team is ready to keep the momentum going.
Common questions, answered simply.
Enough detail to remove friction without turning the bottom of the page into a wall of text.
How does the free trial work?
New organizations start with a full-featured 7-day free trial. You can create the owner login, finish setup, onboard offices, and use the real platform before subscribing.
What does the monthly plan include after the trial?
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.