Designed for Door to Door Sales!
A field- sales tracking app built for agents who want to stay organized, see their actual numbers and grow faster.
Reports
Track-Activity
See Stats
Client Portal
Work. Track. Win
Super Star Agent App
is a vertical SaaS productivity platform purpose-built for field-based insurance agents, and Telesales with an initial focus on final-expense and life-insurance sales organizations. The platform replaces fragmented tools (spreadsheets, CRM, note apps, and training portals) with one unified operating system for agents and your agency
WORK.
TRACK.
WIN.
Token System
Motivate. Reward. Win.
Our token system makes it easy to recognize hard work, boost performance, and keep your team motivated every step of the way.
Neighborhood
Knocks
Door Knocks
Earn Coins for
even door
you knock.
Earn Extra coins for knocking a neighbors door.
Presentations
Earn Tokens for every presentation
Appointmnets
Set appointment goals
Sales
Record Sales
Policy Delivery
Track Delivery
Calls
Track Every call
The Super Agent App uses a token-based leveling system to represent agent activity, consistency, and overall performance. Agents earn tokens by completing important daily activities in the field. As tokens accumulate, agents move through different achievement levels that reflect their growth and productivity.
ACTIVITY TRACKER
TRACK
EVERYTHING
WIN EVERY DAY
Log your daily field activities, earn token and build habits the create consistent success!
The Activity Tracker helps agents stay organized, accountable, and productive by tracking daily field activity in real time. Agents can monitor door knocks, conversations, presentations, sales, referrals, work hours, and overall performance all in one place. Detailed reports and charts provide valuable insights that help agents identify strengths, improve weak areas, stay motivated, and measure progress toward personal and team goals. By turning daily activity into clear data, the Activity Tracker helps agents build consistency, increase productivity, and grow their business more efficiently.
Weekly
Work Time
Total Door Knock
28
STAY FOCUSED
Track Daily Activity to stay consistent and build winning habits.
SEE PROGRESS OVER TIME
Track Daily Activity to stay consistent and build winning habits.
UNDERSTAND YOUR NUMBERS
Hold yourself accountable with accurate numbers
GROW OUR BUSINESS
Understand what needs to be changed
WHAT CAN YOU TRACK
POLICY DELIVERY
Teach every door and neighbor hood knock you make
DOOK KNOCKS
PRESENTATIONS
APPOINTMENTS
Teach every door and neighbor hood knock you make
Track the number of presentation you do.
Record all your appointments in one place.
CLOSED SALES
REFERRALS
PHONE CALLS
DAILY NOTES
Teach every door and neighbor hood knock you make
Teach every door and neighbor hood knock you make
Teach every door and neighbor hood knock you make
Keep note on your daily Activity.
Powerful reports and charts give you
the insight you need to track performance,
spot opportunities, and grow businesses.
The Reports feature gives agents and managers a complete breakdown of activity, production, performance, and growth all in one place. Designed specifically for field agents, the reporting system transforms daily work into real-time insights that help improve productivity, consistency, accountability, and income. Through easy-to-read charts, graphs, and dashboards, agents can clearly see what is working, identify areas needing improvement, and stay focused on reaching their goals.
Visualize.
Analyze.
Win.
Weekly
Work Time
PRESENTATIONS
28
REPORTS AND CHARTS
25
6
3
DOOR KNOCKS
PRESENTATIONS
APPOINTMENTS
3
SALES
5
2
DELIVERY
REFERRALS
PHONE CALLS
32
Activity & Production Tracking
→ Monitor door knocks, contacts, presentations, sales, referrals, premiums, and coverage totals in real time
Goal Tracking & Accountability
→ Track daily, weekly, and monthly goals while monitoring work hours, productivity, and consistency
Downloadable Reports & Insights
→ Generate reports for performance reviews, team coaching, business growth, and long-term success
CLIENT PORTAL
Connect
Retain.
Grow.
Weekly
Work Time
237
TOTAL CLIENTS
Built specifically for field agents, the Client Portal simplifies day-to-day business operations by giving agents instant access to client profiles, notes, referrals, policy information, reminders, and communication tools. Whether agents are in the home, on the road, or following up with clients later, the system keeps everything connected, accessible, and easy to manage.
Built specifically for field agents, the Client Portal simplifies day-to-day business operations by giving agents instant access to client profiles, notes, referrals, policy information, reminders, and communication tools. Whether agents are in the home, on the road, or following up with clients later, the system keeps everything connected, accessible, and easy to manage.
Complete Client Management
→ Store client profiles, contact information, policy details, notes, birthdays, referrals, and follow-up reminders all in one secure location. This helps agents stay organized, reduce lost information, and provide better customer service.
Smart Organization & Easy Access
→ Quickly search and filter clients by name, city, county, birthday month, lead source, or status. Agents can instantly access important information while in the field without digging through paperwork or multiple systems.
Communication & Relationship Building
→ Call, text, and follow up with clients directly from the portal while tracking conversations, reminders, and important dates. This helps agents build stronger relationships, improve retention, and create more referral opportunities.
Field Productivity & Professionalism→ Upload photos, save audio notes, track referrals, and organize client activity in real time. The portal helps agents work more efficiently, stay accountable, and deliver a smoother, more professional experience for every client interaction.
Lead.
Track.
Grow.
Complete Team Management
→The Manager Section gives leaders a complete view of their team’s activity and performance. Managers can set individual and team goals, monitor closing ratios and production trends, view agent rankings and leaderboards, and generate weekly or monthly reports.
Team Status
25
Weekly Sales
Team Management
The section also includes team announcements, group chat, coaching notes, agent feedback, recruiting and onboarding tracking, contests, challenges, and employee recognition. Reports can be exported to Excel or PDF, making it easy to review results, coach agents, and keep the entire team focused and accountable.
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Recruiting and onboarding tracker
-
Individual and team goal tracking
-
Agent activity monitoring
-
Closing ratios and performance trends
-
Agent rankings and leaderboards
-
Daily, weekly, and monthly reports
-
Team production tracking
-
Team announcements
-
Group chat and direct messaging
-
Coaching notes and agent feedback
-
Team contests and challenges
-
Agent recognition and achievements
-
Client and referral activity overview
-
Work hours and field-time tracking
-
Training progress monitoring
-
Exportable Excel and PDF reports
-
Custom manager dashboard
-
Team performance comparisons
-
Notifications and performance alerts
-
Agent accountability and follow-up tools
Super Agent (Door Objection Cards) helps you get into every door with just the right words to say!
SUPER AGENT OBJECTION CARDS
CLOSE MORE SALES
GET IN EVERY DOOR.
$10
