A tracker shows what happened. This shows what has to happen next.
trainwell Tracking is agency performance-management software we’re building for insurance agencies. It connects monthly projections, daily activity plans, household-level outcomes, compensation math, structured FactFinder reviews with AI-assisted analysis, and agency-owner sign-off — one auditable workflow, not another dashboard. It is not yet available to customers — this page is a preview of what’s coming.
No customers yet · Demo uses fictional data · Launch details below
What the app looks like today
A live screen from the build in progress. All names and numbers below are fictional sample data — no real agency, producer, or customer information appears anywhere on this site. Want more than a screenshot? The interactive demo walks the full workflow.
One connected workflow, not ten disconnected totals
Projections, activity plans, huddles, households, compensation, FactFinder review, and AI assistance — built to the way insurance agencies actually run, with leadership accountability designed in.
Projections & pacing
Monthly objectives allocated per team member, required daily pace that recalculates every day, and an always-current projected finish — on pace, at risk, or behind.
Activity-based planning
Each person's own historical conversion rates back-solve the funnel: how many calls, conversations, and quotes today's remaining objective actually requires.
Daily huddle workflow
A documented operating rhythm — commitments, midday checkpoints, intervention thresholds, manager notes — so performance gaps surface while there's still time to respond.
Household-level outcomes
Production organized by household, not scattered transactions — with the agency's own compensation tiers applied and the path to the next tier always visible.
FactFinder + AI-assisted review
Structured customer-interaction records analyzed by AI for gaps, follow-ups, and coaching flags — then reviewed and acknowledged by the agency owner. Human in the loop, auditable end to end.
AI George
An AI assistant for word tracks, fact-finder prep, objection practice, and platform navigation. It assists authorized users — it never makes coverage, underwriting, or claims decisions.
Plan → Execute → Measure → Review → Adjust
Basic tracking software answers one question: what happened? trainwell Tracking is built as one connected cycle that also answers what's expected, whether you're on pace, what requires attention, and whether leadership reviewed the work.
The full picture, plainly stated
If you're evaluating trainwell Tracking — as a future customer, partner, or compliance reviewer — here is exactly where things stand. We'd rather over-share than let a pre-launch site read like a live one.
Who's behind it
- trainwell Tracking is built by trainwell (trainwell.co), a training and software company serving insurance agencies.
- The product is developed and operated in the United States.
- Questions, due-diligence requests, or documentation: support@trainwell.co.
Where the product stands
- In active development; core features are functional in a private development build.
- No paying customers and no production customer data — every figure on this site is fictional sample data.
- Application sign-in is restricted to the development team until launch.
Security & data handling
- Hosted on Google Cloud Run (us-central1) with a managed Postgres database (Supabase); all traffic is encrypted in transit (TLS).
- Every application route requires authentication; access is role-scoped per agency and office.
- The platform stores agency-entered activity, production, and compensation records. It does not connect to or pull data from any carrier system.
Who it's for at launch
- Independent and captive insurance agency teams managing their own performance: projections, activity, households, and compensation.
- Each agency's data is entered by and visible to that agency only — scoped by organization and role, with agency-level separation.
- trainwell Tracking is an independent product and is not affiliated with or endorsed by any insurance carrier.
How AI is used — and bounded
- AI summarizes, organizes, flags gaps, and suggests wording. Output is always labeled as generated assistance and presented to a human reviewer.
- AI never binds, changes, or cancels coverage, never makes underwriting, claims, legal, or compliance determinations, and never replaces required human judgment.
- FactFinder review is human-in-the-loop by design: the agency owner or an authorized manager reviews, comments, and acknowledges — and that acknowledgment is on the record.
What it is — and is not
- It is performance-management software: projections, pacing, activity planning, household-level tracking, configurable compensation math, structured interaction records, review workflow, and reporting.
- It is not a system of record and not a policy-administration, underwriting, billing, or claims system — and it doesn't replace agency supervision.
- Designed for data minimization, role-based access, and auditable review history; specific data fields, retention, and controls are defined with each partner's requirements.
Published at launch
We plan simple per-producer subscription pricing with a free trial. Final tiers and pricing will be published here when the product is available — we're not taking payments or sign-ups before then.