Producify
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Getting started10›
  • Welcome to Producify
  • Create your account
  • Create your office
  • Bring in your past sales
  • Invite your team
  • Set your yearly goals
  • Sign in for the first time
  • Sign in or reset your password
  • See your pay
  • Check your goals and rank
Sales15›
  • Record a sale
  • Upload a sales file
  • Match file columns
  • Delete a sales upload
  • Edit or delete a sale
  • Change several sales at once
  • Mark a sale issued
  • Fix a sale on the wrong person
  • Find a sale in the Sales Log
  • Read the trend chart
  • See sales by product
  • Save a Sales page as a PDF
  • Download sales as a spreadsheet
  • Choose what your team fills in on a sale
  • Split a sale between two producers
Leads13›
  • Upload internet leads
  • Match leads file columns
  • Delete a leads upload
  • Find a lead in the Leads Log
  • Edit or delete a lead
  • How leads are matched to sales
  • Link or unlink a lead and a sale
  • Mark a lead returned or credited
  • Add a lead vendor and its spend
  • Rename or delete a source
  • Read the ROI page
  • Compare lead vendors
  • Save a Leads page as a PDF
Pay & commissions22›
  • How pay works
  • Set your pay period and payouts start date
  • Build a commission plan
  • Add a bonus to a plan
  • Add a production bonus
  • Add a milestone bonus
  • Add a streak bonus
  • Add a Team Goal bonus
  • Assign a commission plan
  • Ask us to build or change a plan
  • Read the Payouts page
  • Read the Earnings Breakdown
  • Find pay carried from an earlier month
  • Run Pay Team
  • Download a pay summary
  • Pay again or undo a run
  • Record a chargeback
  • Take back a chargeback in Pay Team
  • Change a commission plan
  • Change payout settings after a Pay Team run
  • Enter a person's pay
  • Read Employee ROI
Team & leaderboards10›
  • Read the Team page
  • Open a person's record
  • See a person's achievements
  • Edit a team member
  • Choose what a team member can see
  • Mark someone as departed
  • Read the leaderboards
  • Choose what your office shares on Leaderboards
  • Start or join a league
  • Manage or leave a league
Goals & activities12›
  • Set monthly goals
  • Set goals from your history
  • Set goals for each person
  • Set activity goals
  • Check goal pace on Home
  • See the wins on Home
  • Set up activities
  • Log an activity
  • Fix or delete a logged activity
  • Fix a quote count
  • See your quote conversion
  • Record the office's monthly numbers
Ivy6›
  • Ask Ivy a question
  • Choose what Ivy can see
  • Read the weekly brief
  • Save an Ivy chat as a PDF
  • Email an Ivy chat to your team
  • Find, rename or archive an Ivy chat
Office & settings22›
  • Read the office calendar
  • Request or approve time off
  • Set office hours, holidays and paydays
  • Set a person's time off and schedule
  • Subscribe to the office calendar
  • Switch between offices
  • Open a second office
  • Join or leave another office
  • Read the Book page
  • Read the Rule of 78/108 page
  • Set up a digest email
  • Choose who gets a digest email
  • Change your name, phone or picture
  • Change your sign-in email or password
  • Change how Producify looks
  • Customize your sidebar
  • Find a Settings tab
  • Manage your subscription
  • Download all your data
  • Delete an office or your account
  • Get help
  • How we protect your data
Understanding your numbers35›
  • What Is Conversion Ratio in Insurance Sales?
  • Healthy Salary-to-Revenue Ratio for Agencies
  • How to Calculate Producer Commissions (Step-by-Step)
  • What Is a Producer Scorecard?
  • What Is a Carrier Statement (and Why It Matters)?
  • What Is a Book of Business in Insurance?
  • What Is a Commission Split?
  • What Is Retention Rate in Insurance?
  • What Is Quote-to-Bind Ratio (and Why It Matters)?
  • What Is Commission Reconciliation?
  • What Is Lead Source ROI in Insurance?
  • What Is Cost Per Policy (CPP) in Insurance?
  • What Is Cost Per Quote in Insurance?
  • What Is Producer Capacity in an Insurance Agency?
  • What Is Close Ratio in Insurance Sales?
  • What Is a Streak Bonus in Insurance Agency Pay?
  • What Is a Milestone Bonus in Insurance Agency Pay?
  • What Is a Team Bonus in Insurance Agency Pay?
  • What Is Production Credit in Insurance Sales?
  • What Is a Policy Lapse in Insurance?
  • How to Pay Insurance Producers: A Pay Period Checklist
  • Rule of 78 and Rule of 108: Life and Health Credits
  • How to Measure Internet Lead ROI for Your Agency
  • What Is Net Gain/Loss?
  • How Goal Projections Work
  • Understanding Your Metrics: A Glossary
  • How to Track Producer Performance
  • How Insurance Agency Commissions Work
  • Lead ROI for Insurance Agencies: The Complete Guide
  • How Much Do Insurance Agents Make Per Policy?
  • Short Rate vs Pro Rata Cancellation
  • Earned vs Unearned Premium
  • Sales Incentive Ideas for Insurance Agencies
  • Sales Contest Ideas for Insurance Offices
  • How to Increase Insurance Sales
Compare5›
  • Producify vs FrontRunner — Which Is Right for Your Agency?
  • Producify vs Mivation — Which Is Right for Your Agency?
  • Producify vs Trakability — Which Is Right for Your Agency?
  • Producify vs TodayApp Pro — Which Is Right for Your Agency?
  • Producify vs Spreadsheets — When to Stop Using Excel

Search the help center

8 articles match “Invite your team”.

  • Invite your teamGetting started
    The invite email goes out when you press Add team member. Its link works for 14 days.
  • How we protect your dataOffice & settings
    Here is how we keep your office's sales, pay and team information safe.
  • Choose what a team member can seeTeam & leaderboards
    Basic is where every invite starts: Home, Sales, Calendar, their own pay on Payouts, Help, and Settings with only Profile and Preferences.…
  • Welcome to ProducifyGetting started
    You were invited: sign in for the first time from your invite email.
  • Sign in for the first timeGetting started
    2 minutes · A team member with an invite
  • Find a Settings tabOffice & settings
    Team Members: your people, and Permissions for what each one sees. See Invite your team.
  • Join or leave another officeOffice & settings
    The office joins your Offices list. An invite never makes you an owner.
  • Mark someone as departedTeam & leaderboards
    Open Settings and choose the Team Members tab.
Producify

Agency analytics & incentive tracking for insurance agencies.

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Product

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Guides

  • Lead ROI calculator (free)
  • Free calculators
  • How agency commissions work
  • Calculate producer commissions
  • How pay works
  • Insurance lead ROI guide
  • Compare lead vendors
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  • Employee ROI
  • Producify vs spreadsheets

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