TrackToWinTrackToWinAgency performance, planning, and reporting in one operating layer.Login
Founder Story

I built TrackToWin after seven years inside a high-performing captive agency.

TrackToWin came from firsthand agency pain. I built strong relationships with several agencies and kept seeing the same problems repeat, even when the offices looked similar on paper: too many spreadsheets, too much manual reporting, commission plans limited by systems, and no clean place to manage centers of influence.

This page is intentionally founder-led. It is meant to help prospects, reviewers, and procurement teams understand why TrackToWin exists and what kind of agency problem it is built to solve.

Why I built it

I was running one-on-ones with three Excel sheets. A team member was sending morning reports after pulling data from another input system. We made sacrifices to our commission plan because the tools could not support the way we actually wanted to run it. And center of influence contacts never felt manageable anywhere else the way they needed to be.

What kept showing up across agencies

Even in strong agencies with similar services, the same operational pain kept surfacing: manual reporting, disconnected workflows, weak visibility into team progress, and too much dependence on side systems that were never built around the actual day-to-day of the agency.

Who TrackToWin is for

TrackToWin is built for captive insurance agencies. Team members benefit from the day-to-day clarity the most, while agency owners benefit from the reporting, automations, and one-on-one tracking that make the business easier to run.

  • Team members get a clearer workspace for progress, expectations, and accountability.
  • Agency owners get cleaner reports, saved views, automations, and coaching structure.
  • The system is designed to reduce manual admin and spreadsheet dependency across the office.

What feels different in the product

TrackToWin is meant to cover the operational details that usually get pushed off into disconnected tools or not tracked well at all.

  • Employee tenure census, team anniversaries, and birthday visibility.
  • Centers of influence tracking that is easier to stay on top of.
  • Click-to-track workflows and simple pop-up interactions that make the system easier to use consistently.
  • Automatic email reporting and saved reports that reduce manual follow-up.
  • More flexibility in commission building without forcing system-driven compromises.

How I work with customers

TrackToWin is hands-on by design. Customers get an onboarding call, 24/7 email support, a local phone number, and scheduled Calendly meeting hours when they need help. When support requires deeper troubleshooting, I can step into the account with permission so issues can be solved quickly and features can be shaped in the real workflow.

What customers are seeing so far

The biggest early outcomes have been simpler workflows and more freedom in commission building. The goal is not to give agencies another piece of software to manage. It is to give them a system they can actually run on.