Agent hierarchy, carrier contracting, and fully automated book-of-business reporting — pulled straight from carrier SFTP feeds and distributed to every agent in your downline.
The Grid
Your whole hierarchy — uplines, downlines, agencies — as one living structure. Move an agent; every rollup follows.
Carrier feeds on autopilot
Connect carrier SFTP credentials once. AgencyGrid pulls book-of-business and commission files on schedule, maps them, and loads them — no more spreadsheet nights.
Everyone sees their slice
Reports flow down the hierarchy automatically. Agents see their book; managers see their team; you see everything.