PropHog Agent Tracker — The Agent Coaching Platform for Insurance Leaders | PropHog
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Agent Tracker · Coaching Platform

Become the Coach Your Agents Really Need

The Agent Tracker is where you coach, mentor and hold your agents accountable. See their goals and dreams, their assessments, their daily activity and their Google Calendar in one place, so every one-on-one becomes a real conversation instead of small talk.

Goals & Dream Board6 Coaching AssessmentsGoogle CalendarDaily Accountability
Team Command · All agents
Team Command
Alicia's tracker · Overview
Agent overview
GoalsAnd dreams, so you know what drives each agent
6Assessments to help you coach deeper
CalendarTheir Google Calendar, right in the tracker
DailyCalls, appointments and pipelines to hold them to
UnlimitedAgents to coach, no per-agent cost
// Why agents leave

Agents Don't Need Another Upline, They Need a Coach

Recruiting is the easy part. Agents leave when nobody is coaching them: no clear path, nobody watching their progress, nobody holding them to it and nobody who knows what they're working for. The Tracker fixes all four.

01No clear path

Onboarding lives in a group text, leads in a spreadsheet and tools in someone's bookmarks.

Fixed by one system checklist and one login
02No visibility

You can't coach an agent you can't see. Most leaders find out an agent stalled after they've gone quiet.

Fixed by Team Command
03No accountability

Nobody checks the calls, the appointments, the schedule or the business that actually got issued.

Fixed by daily stats, pipelines and their calendar
04No real relationship

The biggest one. If you only ever talk numbers, you never learn what drives them, and they leave in the first few months.

Fixed by goals, dreams and assessments you coach to
// The coaching toolkit

Four Ways to Go Deeper With Every Agent

Real coaching starts with knowing the person. These are the tools that turn a check-in into a conversation that changes careers.

Know what drives them

Goals and the Dream Board

Agents record the family, the dreams and the goals they're working for, and every goal ties back to a reason. When an agent stalls, you don't talk about quotas. You talk about the house, the trip or the family they told you about.

  • Dreams with why it matters and who it's for
  • Goals broken into steps, with progress you can see
  • The why in front of both of you, every week
Alicia's tracker · Dream Board
Dream Board
Coach deeper

Six Coaching Assessments

Agent DNA, Communication & Conflict, Growth Barrier, Strengths, Leadership & Recruiting and Motivation & Drive. The agent gets a full report, and you get a manager debrief on how to lead them. The report becomes the neutral third party, so hard conversations never feel personal.

  • How they communicate and handle pressure
  • What's really holding their production back
  • What motivates them, and what to say
Alicia's tracker · Assessments
Assessments
Hold them to it

Their Google Calendar, in Their Tracker

Agents connect their Google Calendar and you see their schedule right inside their tracker. Help them plan a week that actually hits their goals, and see whether the appointments are really on the books.

  • Month, week and day views
  • Agents manage their own calendar, you see it
  • Plan the week together in your one-on-one
Accountability

Daily Stats and Pipelines

Calls, pitches, appointments and points, day by day, plus six pipelines from Top 100 to Delivered. You see the activity behind the results, so you can step in early instead of after a bad month.

  • Week and month views with streaks
  • Personal production and recruiting, side by side
  • Follow-ups due in every pipeline
Alicia's tracker · Daily stats
Daily stats
// Team Command

Know Exactly Who to Coach This Week

See your whole team at a glance: where every agent is in the system, their pipelines, trainings, submitted business and calls. Spot who needs you, then open their tracker and coach them.

Know who's movingProgress bars and stages for every agent, side by side
Know who's stuckSpot the agent who stalled in licensing before they disappear
Know who needs youLow activity jumps out, so you know who to call this week
LEADER VIEW
Summit Ridge Agency · All agents
Team Command
// Inside every agent's tracker

Everything You Need to Coach One Agent, on One Page

Each agent logs in and works their own tracker. You see all of them, so you walk into every one-on-one already knowing where they stand. Click through the real screens below.

Agent Tracker
Agent Tracker screen
// Own the role

Are You Their Coach, or Just Their Upline?

Uplines check production. Coaches know the person. The Tracker gives you everything you need to step into the coaching role and stay there.

The upline

Living on the Surface

  • Asks "how many apps did you write?"
  • Doesn't know what the agent is working for
  • Finds out about a slump after it's too late
  • Has no idea what their week looks like
  • Coaches everyone exactly the same way
The coach

Going Deeper

  • Knows their dreams and coaches to them
  • Uses assessments to understand how they're wired
  • Sees their daily activity and steps in early
  • Sees their calendar and holds them to it
  • Coaches each agent the way they need
// White label

Your Agency's Name on Every Screen

Your agents see your brand, not ours. Set your agency name, logo and colors once, and they carry through the menus, the sign-in pages and every email your agents receive.

Settings · Brand & agency
Brand settings
Your name, logo and colorsWith a live preview of exactly what your agents will see
Settings · Emails
Email editor
Your own emailsEdit the invite, welcome and reset emails, with desktop and mobile previews
Settings · System checklist
System checklist editor
Your own systemRename steps, add your own and see the agent's view update as you type
// In their pocket

Built for Agents Who Live on Their Phones

Agents check their tracker, log their calls and update their pipeline between appointments. Leaders check the team from anywhere.

  • Every screen works on a phone
  • Connect Google Calendar for appointments
  • Sample agents to explore on day one
Agent tracker on a phone
Team view on a phone
// How it works

Set It Up Once, Then Coach Every Week

01

Brand It

Add your agency name, logo and colors. Guided setup walks you through every page.

02

Build Your System

Start from the standard system checklist and make it yours: phases, steps and contract levels.

03

Invite Your Agents

Each agent gets their own login, sets their goals and dreams and connects their calendar.

04

Start Coaching

Review goals, dreams, activity and calendars, then have the real conversation.

// Questions

Agent Tracker FAQ

What is the Agent Tracker for?

Coaching. It's where you mentor, develop and hold your agents accountable, with their goals, dreams, assessments, daily activity and calendar all in one place.

Can I see my agents' calendars?

Yes. When an agent connects their Google Calendar, you can see their schedule right in their tracker, so you can help them plan their week and hold them to it. Agents edit their own calendar; you see it.

How do the assessments help me coach?

Each assessment gives the agent a full report and gives you a manager debrief on how to lead them, what to say and what to work on first, so your conversations go deeper.

Is there a limit on how many agents I can add?

No. Add your whole team. There's no cost per agent.

Do my agents get their own login?

Yes. Every agent gets their own login and sees their own tracker. You see the whole team, and managers see their downline.

Will my agents see PropHog everywhere?

No. The Tracker carries your agency's name, logo and colors on every screen and every email your agents receive.

Can I change the onboarding steps to match how we work?

Yes. The system checklist, pipelines and stages, contract levels, onboarding page and sidebar links are all yours to edit, and every change can be undone.

What's in each agent's tracker?

An overview, the onboarding page, the system checklist, six pipelines, licensing by state, daily stats, goals, a Dream Board, six assessments and their Google Calendar.

How hard is it to set up?

Guided setup takes you page by page with a short video on each one, and sample agents show you the Tracker in action before you add your own.

How do I get started?

Buy now, or book a demo and we'll walk you through it. Questions? Call (937) 795-6678.

// Own the coaching role

Stop Managing Numbers and Start Coaching People

Know what drives every agent, see what they're doing and help them get there.