Tracking production on VisualBonus

Are you currently tracking production-producing activities? If you’re not, why not? If so, here is an update for you! We have taken feedback from agents who push millions of premium a year and built a whole new Activity Tracker & Target solution.?

The Tracker

Build your activity and policy targets by team sales, service or managers. Understand exactly what goes into that score and what team members are crushing it or falling behind.

We have seen time and time again a positive correlation with production-producing activity scores and the agency policy score. Seems like a simple idea, but powerful when implemented.

Equip yourself

The Tracker equips you as the agent to give valuable and targeted feedback to hard working team members. The Tracker will give immediate feedback on each team member and their personal score. With the ability to dive down deeper into what goes into each score. Why did Michael (pictured below) hit 100%? Was it enough? What was found in these results?

How can you know if your team is converting sales calls well without the ability to track it?

What are the most popular activities to track?

Here are some of the most popular production-producing activities. We have seen that target amounts vary based on the team member role. We now give the option to break down daily targets per individual team member.

Assign the target plan just like you would any other plan.

Here is a guide to help you ease through this process

If you have any questions and want to set up your plan, reach out to [email protected].

If you’re currently not using VisualBonus, schedule a time for a demo. https://calendly.com/visualbonus1/demo