Three platforms. One membership. Included FREE with the JPC Mastermind · Enroll today
Member Sign In
Access your agency dashboard
Access is included with your JPC Mastermind or Higher Level Elite membership. Not a member yet? Enroll today.
Run your agency by the numbers — and never miss the next sale.
The all-in-one command center JPC members use to understand their book, uncover Cross-Sell premium, save at-risk accounts, and coach every producer. Included free with your membership.
- Turn one carrier Audit into live book-of-business intelligence
- Auto-generate producer-ready Cross-Sell lists after every upload
- AI-graded call scoring that coaches every conversation
- Follow-up queues, retention saves & auto-calculated commissions
New this season — the tools that turn data into closed premium
We ship constantly. Here are the newest, highest-impact additions — plus three flagship features with live, interactive demos further down.
Policy-Mix Cross-Sell Finder
Target any gap in seconds — customers who have Auto and Home but no Umbrella, or Home but no Auto. Click to build the list, then call, quote, and export.
Claims Command Center
Log every claim against a customer, keep a running thread of adjuster calls and updates, and never miss a follow-up — kept separate from your sales pipeline.
Daily Follow-Up Engine
A prioritized queue of cold quotes every morning — coldest first. Snooze, schedule, or recycle 60-day to 12-month-old leads so nothing slips.
Bill Pay Save-the-Account
Upload cancellation audits and instantly work a prioritized save list with one-tap call, text, and email — turning lapses into retained premium.
Automated Commissions
Monthly producer statements calculate themselves — premium minus chargebacks, an agency roll-up, branded and print-ready. Zero spreadsheets.
Coaching Hub & Scorecard
A weighted 0–100 score per producer, ranked into tiers, with six-month trends and auto-built 1-on-1 worksheets for every weekly meeting.
Terminations & Growth
See true net growth — new policies minus everything that lapsed, matched by policy number — so you know if your book is really growing.
Service-to-Sales Pivots
Your service team hands warm, ready-to-quote customers to a producer in one click — every handoff tracked with quote and close-rate KPIs.
Editable Follow-Up Cadences
Multi-touch sequences — 1, 3, 5, 10, 20, then 40 business days — that skip weekends and holidays automatically so no prospect goes quiet.
Click-to-Call & Text
One-tap dial and text wired to RingCentral and Hearsay across every list. Your team works the phones instead of retyping numbers.
Verify & Match
Auto-reconcile carrier reports to what your team logged — confirmed sales, backfilled detail, flagged discrepancies. Provably accurate numbers.
Upload one Audit. Uncover the premium already hiding in your book.
The All Purpose Audit turns your in-force policy file into a living book-of-business command center, then automatically builds producer-ready Cross-Sell lists after every future upload.
01
See the whole book clearly
Upload the carrier audit you already run and instantly see customers, policies, items, written premium, annualized premium, bundle rates, and product mix.
02
Generate lists automatically
Enable Auto, Home, Renters, Landlord, Umbrella, Condo, Boat, or Mobile Home lists once. Every future Audit upload refreshes the right opportunities.
03
Turn insight into assigned work
New households enter an unassigned queue, then your team can assign, call, text, email, schedule, complete, or suppress each opportunity with history intact.
Cross Sells work queue
Generated automatically from the latest Audit
The Anderson household
Auto only · $2,184 premium
The Bennett household
Home only · $1,760 premium
The Carter household
Auto only · $3,420 premium
Human decisions stay protected: assignments, notes, follow-ups, completed outcomes, and “not an opportunity” suppressions survive every refresh.
An AI sales coach that grades every call — and shows its work.
Drop in a sales or service call and get a full JPC coaching scorecard in seconds — a 0–100 score, transcript-cited strengths and misses, the decisive moment, and a ready-to-send coaching email. It's like having Joseph review every call your team takes.
01
Scores sales AND service calls
Paste a transcript or upload a recording. Sales calls are graded against the full JPC roadmap; service calls get their own excellence checklist — greeting, coverage review, higher liability, umbrella, cross-sell, and the referral ask.
02
Every score backed by the transcript
No black box. Each rating cites the exact line from the call that earned it, so coaching is specific and undeniable — and producers trust the number.
03
A ready-to-send coaching plan
Every scorecard comes with top strengths, focus areas, the single decisive moment, a branded PDF, and a coaching email your managers can send in one click.
Strong execution with clear control and authority.
Execution scores
Top strengths
- Led liability at 250/500 with emotional anchoring
- Clean assumptive close straight to payment
- Asked for the referral and the Google review
Decisive moment
“The difference is about a dollar seventy a day for a million in extra protection.”
Every scorecard exports to a branded PDF and a ready-to-send coaching email.
Know exactly where your agency wins
A live, interactive map of your book — every ZIP colored by close rate and sized by lead volume, so you can put marketing dollars where they actually convert.
Sample data shown. Drag to pan, use + / − to zoom.
See your close rate by territory
Every ZIP you write is plotted at its real location and colored by close rate — green where you win, red where you don’t. Spot your strongest and weakest territory in seconds.
Steer marketing spend that converts
Bubble size shows lead volume, so you instantly see where you’re buying a lot of leads but closing few — and shift budget toward the neighborhoods that actually pay off.
Zoom to street level, any state
Pan and zoom into any metro on a live interactive map — works automatically for single-state and multi-state agencies alike.
Carry the close rate onto every lead
That same 90-day ZIP close rate rides along on every quote, follow-up, and cross-sell list — so producers see how a neighborhood really performs. Filter any list by close-rate band — from Under 20% all the way to Over 50% — to focus effort where the odds are best.
See what's inside
A real look at the dashboard elite agency owners rely on every day. These are live screens from a real agency — sensitive names and spend are blurred for privacy.
Click any screen to view it full size.
Your whole agency at a glance
An executive command center with every KPI that matters — leads, premium, close rate, and marketing ROI — updating live as sales land throughout the day.
Producer leaderboards & close rates
Rank every producer by production, paid vs. free close rate, referrals, and cost per item. See exactly who your rockstars are and who needs coaching — at a glance.
Lead-source ROI, down to the dollar
Every lead source ranked by quotes, sales, premium, close rate, and cost — so you know precisely which vendors earn their spend and which to cut.
Conversion funnel & live pipeline
Watch leads flow from quoted to sold, then work an always-current open pipeline sorted by likelihood so no hot prospect ever slips through the cracks.
Geographic performance by ZIP
Pinpoint your most profitable ZIP codes by close rate, premium sold, and cost per lead — and steer marketing dollars toward the territory that converts.
Goals, pacing & live trends
Set monthly item and premium goals, watch real-time pace against them, and catch momentum shifts early with the side-by-side trend view.
Call activity, fully tracked
Total calls, inbound vs. outbound, and talk time across your whole team — so phone activity is always measured, never guessed at.
Everything you need to run a profitable agency
One platform that replaces the spreadsheets, guesswork, and scattered tools.
Sales Command Center
Leads, premium, items, and close rate tracked live — with on-screen celebrations that keep the whole floor motivated.
Smart Open Pipeline
An always-current pipeline of open quotes sorted by likelihood to close, so producers spend time on the deals most likely to land.
Producer Leaderboards
Rank producers by production, paid vs. free close rate, and cost per item. Know your rockstars and who needs coaching.
Lead-Source ROI
Tie every marketing dollar to closed premium so you know exactly which vendors earn their spend — and which to cut.
Goals & Geographic Insight
Set monthly item and premium targets, track real-time pace, and pinpoint your most profitable ZIP codes.
Instant Global Search
Find any lead in a keystroke — by name, phone, or any field at once, no matter how the number was formatted.
Call Activity Tracking
Total calls, inbound vs. outbound, and talk time across your team, with full call history attached to every lead.
Team Messages & Coaching
Keep the floor aligned with in-app team messages and proactive coaching nudges that flag where to focus next.
Instant Alerts & Digests
A ping the second a policy sells, plus daily and weekly digests delivered straight to your inbox.
Hourly Backups & Restore
Your entire agency is backed up every hour with one-click restore — plus a full change log of every edit.
One membership unlocks all three platforms
Enroll in the JPC Mastermind or Higher Level Elite membership and the entire JPC platform suite is yours — free as a valued member benefit.
JPC Sales Dashboard
Real-time sales command center — leaderboards, lead-source ROI, pipeline, goals, follow-ups, and call activity.
JPC Business Metrics
Full P&L visibility, an AI business advisor, and AI-graded call scoring that coaches your team on every conversation.
JPC Scripts
The proven word-for-word sales scripts, rebuttals, and frameworks that turn quotes into closed premium.
Private & Secure
Every agency is fully isolated with per-tenant security. Your data is never shared with other agencies.
Always Up to Date
Sales and calls flow in continuously, so the numbers on screen are the numbers right now.
Built for Teams
Role-based access for owners, managers, and producers — everyone sees exactly what they should.
Ready to run your agency by the numbers?
Enroll in the JPC Mastermind or Higher Level Elite membership and get the complete Sales Dashboard, Business Metrics & AI Call Scoring, and JPC Scripts — all free as valued member benefits.