360 Activity Tracker

Cornerstone Insurance Group · August 2026 (month-to-date)

SAMPLE DATA

Alex Rivera

Agency Owner

✅Included in their Superduper packaging

Written Premium · MTD

▲ 12.4%

Policies Bound

▲ 8.1%

Quotes

▲ 5.7%

Close Rate

▲ 2.3 pts

Written Premium Trend

Last 6 months

On pace for record month

$755K trailing 6-mo+51% vs. Mar$148K Aug MTD

Cover Your Seat

Team production vs. self-funding target

0%of target

Profit driver150%+

Covering your seat100%

So close75%

Building momentum50%

Just getting started<50%

Sales by Line of Business

Premium · month-to-date

Auto$58,200

Home / Fire$41,600

Life$29,800

Health$18,650

Agency Goal

$180K monthly premium target

82% there

$148,250 booked$31,750 to goal

Team members

Avg / producer

$24.7K

Days left

🏆 This Week's Shout-Outs

Auto-generated every Monday

🏆

Top Producer

Maya Torres

$29,400 premium

💎

Top Life & Health

Maya Torres

14 L&H policies

🔥

Top Fire Producer

Devin Brooks

12 home policies

⭐

Top Reviews

Priya Nair

6 five-star reviews

All figures are illustrative sample data for a fictional agency. Powered by 360 AI BCC™