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Access your agency dashboard
Access is included with your JPC Mastermind or Higher Level Elite membership. Not a member yet? Enroll today.
Turn agency data into the next best action.
The all-in-one command center JPC members use to understand their book, automatically uncover Cross-Sell opportunities, track every sale, and coach every producer. Included free with your membership.
- Turn your All Purpose Audit into live book-of-business intelligence
- Automatically generate producer-ready Cross-Sell lists after every upload
- Save-the-account queues, follow-ups & auto-calculated commissions
- Producer leaderboards, ROI & close-rate tracking
- Your data stays private to your agency — always
Upload one Audit. Uncover the premium already hiding in your book.
The All Purpose Audit turns your in-force policy file into a living book-of-business command center, then automatically builds producer-ready Cross-Sell lists after every future upload.
01
See the whole book clearly
Upload the carrier audit you already run and instantly see customers, policies, items, written premium, annualized premium, bundle rates, and product mix.
02
Generate lists automatically
Enable Auto, Home, Renters, Landlord, Umbrella, Condo, Boat, or Mobile Home lists once. Every future Audit upload refreshes the right opportunities.
03
Turn insight into assigned work
New households enter an unassigned queue, then your team can assign, call, text, email, schedule, complete, or suppress each opportunity with history intact.
Cross Sells work queue
Generated automatically from the latest Audit
The Anderson household
Auto only · $2,184 premium
The Bennett household
Home only · $1,760 premium
The Carter household
Auto only · $3,420 premium
Human decisions stay protected: assignments, notes, follow-ups, completed outcomes, and “not an opportunity” suppressions survive every refresh.
One membership unlocks all three platforms
Enroll in the JPC Mastermind or Higher Level Elite membership and the entire JPC platform suite is yours — free as a valued member benefit.
JPC Sales Dashboard
Real-time sales command center — producer leaderboards, lead-source ROI, pipeline, goals, and call activity.
JPC Business Metrics
Full P&L visibility, an AI business advisor, and AI-graded call scoring that coaches your team on every conversation.
JPC Scripts
The proven word-for-word sales scripts, rebuttals, and frameworks that turn quotes into closed premium.
Not just dashboards — a selling engine
The metrics tell you what happened. These tools drive what happens next — putting the right lead in front of the right producer at the right moment, every single day.
Daily Follow-Up Engine
Every morning the dashboard hands each producer a prioritized queue of open quotes going cold — coldest first. Check them off, snooze them, or set a follow-up date, and recycle back through 60-day, 6-month, or 12-month-old quotes on demand. No hot lead ever slips away again.
Click-to-Call & Text
Phone numbers across follow-ups, pipeline, and sales are one-tap dial and text links wired straight to RingCentral and Hearsay — plus a copy button. Your team works the phones instead of retyping numbers.
Verify & Match Reconciliation
Upload your carrier reports and the dashboard auto-matches them to what your team logged — confirming every quote and sale, backfilling the details, and flagging discrepancies. Your numbers are provably accurate, with zero manual cross-checking.
Accountability Scoreboard
Turn "did you ask?" into a live scoreboard — referral, life, and cross-sell ask rates by producer, week over week, with the revenue left on the table quantified. The fastest way to coach the habits that grow premium.
Automatic Cross-Sell Work Queues
Turn every All Purpose Audit upload into fresh Auto-only, Home-only, and other product opportunities. Assign the work, log every touch, schedule follow-ups, and preserve the team’s decisions through every automatic refresh.
Turn your carrier reports into retained premium & paid commissions
The newest additions plug straight into your Allstate DASH exports — no manual entry. Save cancellations before they lapse, track the true growth of your book, and pay every producer accurately, all from the reports you already run.
Bill Pay Save-the-Account Queue
Upload your cancellation and pending-cancel audits and the dashboard instantly builds a prioritized save-the-account call list. Your team works every at-risk policy with one-tap call, text, and email check-offs, shared notes, and a built-in coaching game plan — turning cancellations into retained premium and fresh cross-sell openings.
Terminations & Policy-Growth Tracker
Upload new-business and termination audits to see your true net growth — new policies written minus everything that terminated, matched by policy number no matter when it lapsed. Finally know whether your book is really growing, spot retention leaks early, and hold the team to a rising item count.
Automated Producer Commissions
Monthly commission statements calculate themselves — written premium minus first-term chargebacks, times each producer’s rate, with manual adjustments and an all-producers agency roll-up. Upload your official comp statement and real charged-back premium drives the math. Branded, print-ready, and zero spreadsheets.
Team Accountability & Usage
A live usage report shows exactly who is working each list — actions logged, notes left, and accounts completed by producer — so every save-the-account and follow-up queue gets worked consistently, by the right people, every day.
Coach your team. Grow your book.
The dashboard doesn’t just measure performance — it develops it. Score every producer, turn the service calls you already take into fresh sales, and keep every open quote on a proven follow-up rhythm.
Coaching Hub & Producer Scorecard
Every producer gets a weighted 0–100 performance score, ranked against the team and sorted into clear tiers — so you know instantly who’s a rockstar and who needs a hand. Six-month trend lines plus auto-generated 1-on-1 worksheets (wins, focus areas, and goals) turn weekly meetings from guesswork into a game plan.
Service-to-Sales Pivots
Your service team passes warm, ready-to-quote customers straight to a producer in one click — capturing which policies were discussed and the item potential. Every handoff is tracked with quote and close-rate KPIs, so the calls you’re already taking become a measurable new revenue stream.
Editable Follow-Up Cadences
Go beyond a daily cold-lead list with fully editable multi-touch sequences — 1, 3, 5, 10, 20, then 40 business days out of the box, automatically skipping weekends and holidays. Every open quote rides a proven step-by-step rhythm so no prospect goes quiet, and you can fine-tune any single touch date on the fly.
Know exactly where your agency wins
A live, interactive map of your book — every ZIP colored by close rate and sized by lead volume, so you can put marketing dollars where they actually convert.
Sample data shown. Drag to pan, use + / − to zoom.
See your close rate by territory
Every ZIP you write is plotted at its real location and colored by close rate — green where you win, red where you don’t. Spot your strongest and weakest territory in seconds.
Steer marketing spend that converts
Bubble size shows lead volume, so you instantly see where you’re buying a lot of leads but closing few — and shift budget toward the neighborhoods that actually pay off.
Zoom to street level, any state
Pan and zoom into any metro on a live interactive map — works automatically for single-state and multi-state agencies alike.
Carry the close rate onto every lead
That same 90-day ZIP close rate rides along on every quote, follow-up, and cross-sell list — so producers see how a neighborhood really performs. Filter any list to Under 20%, 20–30%, or Over 30% to focus effort where the odds are best.
See what's inside
A real look at the dashboard elite agency owners rely on every day. These are live screens from a real agency — sensitive names and spend are blurred for privacy.
Click any screen to view it full size.
Your whole agency at a glance
An executive command center with every KPI that matters — leads, premium, close rate, and marketing ROI — updating live as sales land throughout the day.
Producer leaderboards & close rates
Rank every producer by production, paid vs. free close rate, referrals, and cost per item. See exactly who your rockstars are and who needs coaching — at a glance.
Lead-source ROI, down to the dollar
Every lead source ranked by quotes, sales, premium, close rate, and cost — so you know precisely which vendors earn their spend and which to cut.
Conversion funnel & live pipeline
Watch leads flow from quoted to sold, then work an always-current open pipeline sorted by likelihood so no hot prospect ever slips through the cracks.
Geographic performance by ZIP
Pinpoint your most profitable ZIP codes by close rate, premium sold, and cost per lead — and steer marketing dollars toward the territory that converts.
Goals, pacing & live trends
Set monthly item and premium goals, watch real-time pace against them, and catch momentum shifts early with the side-by-side trend view.
Call activity, fully tracked
Total calls, inbound vs. outbound, and talk time across your whole team — so phone activity is always measured, never guessed at.
Everything you need to run a profitable agency
One platform that replaces the spreadsheets, guesswork, and scattered tools.
Sales Command Center
Leads, premium, items, and close rate tracked live — with instant on-screen celebrations that keep the whole floor motivated.
Smart Open Pipeline
Work an always-current pipeline of open quotes sorted by likelihood to close, so producers spend their time on the deals most likely to land.
Producer Leaderboards
Rank producers by production, paid vs. free close rate, and cost per item. Know your rockstars and who needs coaching.
Lead-Source ROI
Tie every marketing dollar to closed premium so you know exactly which vendors are worth the spend — and which to cut.
Goals & Geographic Insight
Set monthly item and premium targets, track real-time pace, and pinpoint your most profitable ZIP codes to steer spend where it converts.
Instant Global Search
Find any lead in a keystroke — search by name, phone, or any field at once, no matter how the number was formatted.
Call Activity Tracking
Total calls, inbound vs. outbound, and talk time across your whole team, with full call history attached to every lead.
Team Messages & Coaching
Keep the floor aligned with in-app team messages and proactive coaching nudges that flag where to focus next.
Instant Alerts & Digests
Get a ping the second a policy sells, plus daily and weekly digests delivered straight to your inbox.
Hourly Backups & Restore
Your entire agency is backed up automatically every hour with one-click restore — plus a full change log of every edit. Your data is always safe and always recoverable.
Private & Secure
Every agency is fully isolated with per-tenant security. Your data is never shared with other agencies.
Always Up to Date
Sales and calls flow in continuously so the numbers on screen are the numbers right now.
Built for Teams
Role-based access for owners, managers, and producers — everyone sees exactly what they should.
Ready to run your agency by the numbers?
Enroll in the JPC Mastermind or Higher Level Elite membership and get the complete Sales Dashboard, Business Metrics & AI Call Scoring, and JPC Scripts — all free as valued member benefits.