Three platforms. One membership. Included FREE with the JPC Mastermind · Enroll today

JPC
JPC Sales Dashboardby Joseph Puckett Consulting

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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.

Built for elite insurance agency owners

Run your agency by the numbers — in real time.

The all-in-one command center JPC members use to grow a more profitable agency — track every sale, coach every producer, and know exactly which lead sources are worth the spend. Included free with your membership.

  • Every sales metric tracked automatically
  • Producer leaderboards & close-rate tracking
  • ROI by lead source, ZIP & marketing spend
  • Your data stays private to your agency — always
A complete growth stack

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.

This platform

JPC Sales Dashboard

Real-time sales command center — producer leaderboards, lead-source ROI, pipeline, goals, and call activity.

You are here
jpcmetrics.com

JPC Business Metrics

Full P&L visibility, an AI business advisor, and AI-graded call scoring that coaches your team on every conversation.

Explore Metrics
jpcscripts.com

JPC Scripts

The proven word-for-word sales scripts, rebuttals, and frameworks that turn quotes into closed premium.

Explore Scripts

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.

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 & Break-Even

Set monthly item and premium targets and track real-time pace against them across producers and locations.

Call Activity Tracking

Total calls, inbound vs. outbound, and talk time across your whole team so phone activity is always measured.

Instant Alerts & Digests

Get a ping the second a policy sells, plus daily and weekly digests delivered straight to your inbox.

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.

Your competitive edge starts today

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.

Your data is private, isolated, and backed up daily.