Agency Connect

For agency owners

Stop letting
good leads
go cold.

Leads go quiet when people can skip the hard ones, follow-ups depend on memory, and you can’t see what the floor actually did. Agency Connect is where every lead is handled on the record, so you can see the work.

Start free trialWhat it’s for

On the card

Are your leads being worked per your sales process?

The next lead stays locked until the required steps are completed and an outcome is submitted.

Opening Call, Text, or Email is enough to start — not all three. Opening the app does not mean the call, text, or email was completed. Submit & next stays off until an outcome is chosen.

Sample screen · not a live lead

To get the next lead

  1. ✓Status is Working
  2. Open Call, Text, or Email — any one. Opening the app is not a completed call, text, or email.
  3. Pick what happened
  4. Hit Submit & next
In progress
Just arrivedAttempt 1 of 4

Sample Lead

(555) 010-0199 · sample.lead@example.com

CallTextEmailOpens the producer’s phone, dialer, or mail — nothing is sent
Lead sourceSample web form
Insurance typeAuto
ReceivedSample · just now
Script: “Hi, this is a sample line so this picture stays fake.”

Log outcome

No answerLeft voicemailSpoke – interestedCall backQuotedSoldLost

If they choose Call back, the card asks for a callback time. That choice is not selected in this sample, so Submit stays off.

Add a note… (saved with timestamp)

History

Sample · Assigned to this producer. No outreach has been opened.

Sample lead · finish this card before another is offered
Log SMS replySubmit & next →

The problem

Good leads die in the gaps.

A full book of leads does not make the next person finish the one in front of them, or show you whether follow-up actually happened.

  • 1Opportunities get neglectedA new lead or a callback sits while someone picks an easier name. By the time anyone returns, the person has moved on.
  • 2Follow-through is unevenOne producer logs every attempt. Another keeps it in their head. Quoted leads and callbacks depend on who remembers.
  • 3You can’t coach what you can’t seeYou hear that the floor was busy. You still don’t know which leads were touched, who was Working, and where the day got stuck.

The solution

Accountable handling. A floor you can see.

Agency Connect is its own floor for working the next lead, and the place you look to see what was logged.

  • 1One lead, then the nextA producer who is Working gets a single card. The next one opens only after they log what happened. They can’t skim a list and skip ahead.
  • 2The outreach stays on their toolsCall, text, and email open the producer’s phone, desktop dialer, or mail. Agency Connect does not place the call, send the text, or send the email, and it cannot confirm the conversation happened.
  • 3You see the record, not a guessDispositions, notes, and which buttons were opened are on the lead. Status is what they set — Working, Busy, Break, or Offline. Busy means they said they are busy. It is not proof they were idle.

What it’s for

A floor that doesn’t leave the next lead to chance.

These are the outcomes the product is built to support. This page does not claim they have been measured.

Fewer neglected leads

The next card waits on a logged outcome, so a new lead or a due follow-up is harder to skip.

Follow-through you can trace

Attempts, notes, and dispositions stay on the lead. Coaching starts from the record, not from recollection.

A day you can act on

See who set themselves Working and what they logged, so you can coach and clear the bottleneck in front of the team.

How it works

Your team’s floor for the next lead.

  1. 1Leads land on your floorAdd them by hand or from a CSV. They stay with your agency.
  2. 2Working producers take the next cardThey log no answer, a callback, a quote, a sale, or a loss, with a note if they have one. Only Working is handed a card.
  3. 3You review what was loggedThe day’s opened calls, texts, and emails, and status changes are on screen for you. Reports are not emailed. A day with no status change stays blank.

Sample screen · not a live lead

Sample day

Producer AWorking 3h 10m

Gaps 40m

Producer BWorking —

Gaps No status logged

Blank means nothing was recorded. These names are not people on a floor.

Sample screen · not a live lead

Add a lead

Name · Sample Person
Phone · (555) 010-0101
Or a CSV from this agency

Call hands off to the desktop dialer

Start free trial

Signup isn’t open yet.

The button takes you to a short note. Nothing there creates an account or sends an email. We’ll open signup on that page when it’s ready.

See which leads got worked.

Put the next lead on the record, then look at the day with your team. Connect more. Close more.

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