Owner production view: premium, policies, and who moved the book.
Production · KPI Targets · Agency Health
Executive is the owner’s Start My Day board, month-to-date premium and policies gained vs lost, with each employee’s contribution visible without waiting on a custom report.
What moved the book this month, gained vs lost.
Premium, policies, and items with team contribution at a glance. Open the quote queue when something needs a push.
- Production, KPI Targets, and Agency Health tabs
- Employee contribution table by role
- Month-to-date numbers owners can open before the meeting
What Executive is for.
Owner-first
Start My Day is designed for how owners actually open the day.
Role clarity
Owner, manager, producer, CSR: contribution by title.
Jump to queue
When production stalls, open Quote Queue without leaving the OS.
Pairs with Performance
Deep funnel and source reports live one program over.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more. Same operating system.
Today / Agency home
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Sales & Pipeline
Quote pipeline stages and sales floor.
04Quote Desk
Intake, ownership, next action.
05Service Desk
CSR queue, policy work, claims, comms.
06Marketing Studio
Month plan, mailer, email, social.
07Team
Staff activity, coaching, scoreboards.
08Performance
Lead → win, sources, budget reports.
09Lead Accountability
Ownership, contact rate, stalled work.
10CallMaster
AI training, duos, challenges, rewards.
11Agency Admin
Onboarding, roles, integrations.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
Tool stack replace map.
Want MTD production without a spreadsheet export?
See the Executive Start My Day board in a live QuoteMasters HQ demo.