Agency Management

Run Your Insurance Agency from One Dashboard

Production tracking, downline hierarchy, Twilio subaccounts per agency, recruiting pipeline, and data isolation — all enforced automatically. Built for IMOs, FMOs, and independent agency leaders managing distributed sales teams.

Set Up Your Agency →See AI Automation →
Unlimited
Hierarchy Levels
DB-Level
Data Isolation
Per Agency
Twilio Subaccounts
< 5 min
Agent Onboarding

From Agency Setup to Full-Team Production in Hours

SalesPulse provisions agents instantly. When a new rep joins your agency, they get a phone number, CRM access, and AI sequences activated automatically.

🏢
Step 01

Set Up Your Agency Structure

Create your agency in SalesPulse, define your downline hierarchy, and invite your reps. Each agent gets their own login, dedicated phone number, and isolated contact database. For IMOs with multiple sub-agencies, create child agencies under your parent account — each with their own admin.

📋
Step 02

Assign Leads & Products

Distribute leads from the LeadPulse Marketplace to specific agents or let agents purchase their own. Configure which lead verticals each agent or sub-agency can access. Set up agency-specific AI follow-up sequences tuned for your primary vertical.

📊
Step 03

Monitor Production in Real Time

Watch your agency's production dashboard update live as agents make calls, book appointments, and submit applications. Set weekly production goals for each rep and track progress against targets. Use the leaderboard to recognize top performers and identify reps who need coaching.

🤝
Step 04

Manage Recruiting Pipeline

Track prospective agents from first contact through contracting. Send automated follow-up sequences to keep recruits engaged. When a new agent activates, they're instantly provisioned with a phone number, AI sequences, and access to the lead marketplace — zero manual setup.

Three-Tier Role Architecture

SalesPulse's role system matches the real-world structure of insurance distribution organizations — without complex configuration.

👑
Super Admin

Platform-wide access. Sees all agencies, all agents, all data. Manages platform settings, vendor approvals, and global configuration. Typically the IMO owner or platform administrator.

Data visibility: All agencies, all data
🏢
Agency Admin

Agency-scoped access. Sees all agents and data within their own agency only. Can manage their agents, configure sequences, view production dashboards, and access the recruiting pipeline.

Data visibility: Own agency's agents and data only
👤
Agent

Individual agent access. Sees only their own contacts, leads, appointments, and calls. Cannot view other agents' data. Gets their own phone number, AI sequences, and lead marketplace access.

Data visibility: Own contacts and leads only

Built for How Insurance Organizations Actually Work

🏗️

Multi-Level Hierarchy

Support any organizational depth — from a single agency leader to an IMO with dozens of sub-agencies. Each level gets appropriate data visibility and admin controls.

📈

Real-Time Production Tracking

Every call, appointment, and application is tracked automatically. No self-reporting, no spreadsheets — production data is accurate and always current.

🔒

Enforced Data Isolation

Database-level Row Level Security ensures agents can never access other agents' data. Agency boundaries are enforced automatically, not manually configured.

📞

Separate Twilio Subaccounts

Each agency gets its own Twilio subaccount — separate phone numbers, separate call recordings, separate billing. No data bleed between member agencies.

🎯

Recruiting Pipeline

Track agent recruits from first contact to activation. Automate follow-up, manage onboarding stages, and provision new agents instantly upon contracting.

🤖

Agency-Specific AI Sequences

Configure custom AI follow-up sequences for each agency based on their verticals, scripts, and brand voice. One IMO can run different follow-up strategies per sub-agency.

SalesPulse vs. Generic CRM vs. Insurance-Specific Platforms

FeatureSalesPulseGeneric CRMInsurance Platform
Multi-agency hierarchy✅ Unlimited depth⚠️ Flat teams only⚠️ Limited levels
DB-level data isolation✅ Row Level Security❌ Manual permissions⚠️ Sometimes
Twilio subaccounts✅ One per agency❌ Not supported❌ No
Built-in softphone✅ Native❌ Integration required⚠️ Basic
Lead marketplace✅ Built-in❌ No❌ No
AI follow-up sequences✅ Per-agency, per-vertical⚠️ Generic automation❌ No
Recruiting pipeline✅ Built-in⚠️ Custom build⚠️ Sometimes
AnnuityPro proposals✅ Included❌ No❌ No

Frequently Asked Questions

What types of insurance organizations use SalesPulse for agency management?+
SalesPulse Agency Management is used by independent marketing organizations (IMOs), field marketing organizations (FMOs), independent insurance agencies, insurance recruiting organizations, and multi-level marketing structures common in final expense, Medicare, and life insurance distribution. The platform supports hierarchies of any depth — from a solo agency leader with 5 reps to an IMO with 500+ agents across multiple layers.
Can I track production and KPIs for each agent in my downline?+
Yes. Every agent in your downline has a production dashboard showing calls made, contacts worked, appointments booked, applications submitted, issued policies, and premium volume — all filterable by date range and vertical. Agency leaders get an aggregate view across all reps with the ability to drill down to any individual. Production leaderboards and weekly goal-tracking are also available.
How does the downline hierarchy work?+
SalesPulse supports multi-level agency hierarchies. Each user belongs to an agency, and agencies can have parent-child relationships — so an IMO can manage multiple sub-agencies, each with their own reps. Agency admins can see data for all agents within their agency. Super admins (platform level) can see all agencies. Data isolation ensures each agent only sees their own contacts and leads, while agency admins see their full downline.
Does SalesPulse include a recruiting pipeline?+
Yes. The recruiting pipeline lets you track prospective agents from first contact through contracting. Stages include: contacted, screening call scheduled, interview completed, background check, contracting submitted, and activated. Each recruiting prospect has notes, follow-up tasks, and a communication timeline. You can run automated follow-up messages via SMS and email to keep recruits engaged through the onboarding process.
Can I configure separate settings for each agency in my network?+
Yes. Each agency in SalesPulse has its own configuration: dedicated Twilio subaccount for phone numbers, separate lead marketplace products, independent AI follow-up sequences, and isolated contact databases. Agency admins can customize their agent's experience within the bounds set by the platform admin. This allows an IMO to run each member agency as a distinct operation while maintaining centralized oversight.
How is data isolation enforced for multi-agency organizations?+
Data isolation is enforced at both the database and application layers. Agents see only their own contacts and leads. Agency admins see only their agency's data. Platform super admins see all agencies. This is enforced through Supabase Row Level Security policies using the agency_id on every user account — so even if an agent knew another agent's contact ID, they cannot access it. There is no manual configuration required; isolation is automatic and enforced at the database level.

Your Whole Agency in One Platform

Set up your agency hierarchy, invite your reps, and have everyone dialing and tracking production in under an hour. No spreadsheets, no manual imports, no separate tools.

Set Up Your Agency →See AI Automation →