Puckett Agency
Business Metrics Dashboard
Business Metrics, AI Call Scoring & More
The all-in-one command center JPC members use to run a more profitable agency — track every number, score every producer call with AI, and know exactly what to do next.
- Every business metric tracked automatically
- AI-graded call scoring for your whole team
- Producer leaderboards and close-rate tracking
- Your data stays private to your agency — always
A valued benefit included free when you join the JPC Mastermind or higher.
Member Sign In
Access your agency dashboard
Each agency receives its own private, secure access code. Your data is never shared with other agencies.
See What's Inside
A real look at the dashboard JPC members rely on every day to grow and protect their agency.
Your Whole Agency at a Glance
An executive overview with the metrics that matter, automatic insights, and side-by-side year comparisons.
Score Every Sales Call with AI
Paste a transcript or upload audio. Get a graded scorecard against the JPC Sales Roadmap in seconds.
An AI Advisor That Knows Your Numbers
Ask about performance, goals, and revenue. The advisor analyzes your real data to recommend next steps.
Full Profit & Loss Visibility
Editable monthly P&L with book value, owner's equity, loans, and TPP — plus forecasted year-end trends.
Everything You Need to Run a Profitable Agency
One platform that replaces the spreadsheets, guesswork, and scattered tools.
Business Metrics Command Center
Track written premium, items in force, book value, retention, and revenue with year-over-year comparisons — all in one place.
AI Call Scoring
Upload or paste any sales call and get an instant scorecard graded against the JPC Sales Roadmap, with coaching built in.
AI Business Advisor
Ask questions about your agency in plain English and get answers powered by your actual numbers — not generic advice.
Profit & Loss Tracking
Monitor monthly P&L, net cash, owner's equity, and TPP with forecasted year-end trends and editable cells.
Producer Leaderboards
See who your rockstars are, track close rates, cost per item, and individual producer performance over time.
Goals & Break-Even
Set custom goals, track progress, and know exactly what it takes to break even and stay profitable every month.
Private & Secure
Your data is isolated to your agency and never shared.
Always Up to Date
Upload monthly reports and watch your trends build.
Built for Teams
Role-based access for owners, managers, and producers.