Know what your whole agency is producing, every agent, every day.
Skarvo connects to your CRM and builds a live team dashboard from the activity your agents are already logging. Show rate, close rate, and cost per acquisition — by agent — updated every morning with no manual input.
Starts at $69/mo. No setup fees. Cancel anytime.
Works with the CRMs your agents already use
The problem
Everything your team does gets logged in their CRM and stays there.
Calls worked, appointments set, policies closed. It all lives in individual agent accounts that you have no visibility into. You find out how the week went when you ask on Friday, or when the end-of-month numbers don't add up. Skarvo reads what your team is already logging and surfaces it as a single view you can check any morning.
How it works
Connect your CRM once and Skarvo handles the rest.
Agents work their leads
Your agents keep logging activity in their CRM the same way they always have. There is no new tool for them to learn and no change to their daily workflow.
Skarvo syncs nightly
Each night, Skarvo pulls the day's activity from your CRM via a read-only API connection. No webhooks to configure, no exports to run — it happens automatically.
Client details are stripped
Skarvo records the activity type and timestamp, then discards identifying information. Client names, phone numbers, and policy details are never stored in Skarvo.
Your dashboard updates
Team-wide totals and a per-agent breakdown appear in your dashboard every morning. You can see who is on pace and click into any agent to understand exactly where leads are won or lost.
What you get
Four views built around how an insurance agency actually runs.
Team production roll-up
Dials, appointments set, show rate, and close rate — totaled across every agent in your downline and broken out by date range. See whether the team is on pace before your first call of the day.
Team dashboard screenshot
Per-agent breakdown
Click any agent to see their individual show rate, close rate, and trend over time. If one agent's numbers are off while the rest of the team is on pace, you will see it the same day it happens.
Agent detail view screenshot
Cost efficiency tracking
Enter your weekly ad spend once. Skarvo calculates your cost per appointment and cost per close automatically — so you know whether your lead spend is profitable before the month ends.
Cost metrics screenshot
Daily production digest
Each morning, Skarvo emails you the previous day's team numbers: total dials, appointments set, show rate, and close rate. The full picture before your first call — without logging in.
Daily email digest screenshot
What it tells you
What the team view makes obvious.
When each agent only sees their own CRM, patterns across the team stay invisible. Seeing everyone's numbers in one place changes what you can diagnose.
Show rate is low across the whole team
A team-wide low show rate almost always points to the appointment confirmation process, not to individual agent performance. Review whether your agents are actually confirming appointments before the meeting day.
Close rate is low across the whole team
If every agent is closing at the same below-average rate, the presentation itself is usually the problem. One fix to the pitch or the objection handling benefits every agent at once.
One lead source consistently underperforms
When a source underperforms regardless of who is working it, the source is almost certainly the issue. Moving spend to what is already working gives you a cleaner answer than coaching individual agents.
One agent is off while the rest of the team performs normally
An agent whose numbers deviate from the rest of the team while everyone else is on pace is almost always a coaching problem rather than a lead quality problem.
Scope
What Skarvo is not
A CRM. Skarvo never writes back to your CRM or tries to replace it. It reads your CRM data and turns it into a production view.
A dialer. Skarvo has no calling or outbound features. It records what happens after calls are made, not the calls themselves.
A lead source. Skarvo does not generate or sell leads. It measures what your team does with the leads you already have.
A contact database. Skarvo stores only de-identified activity counts: a stage type, a timestamp, and an agent identifier. Client names, phone numbers, and policy details are never collected.
Agency owners
From agency owners running downlines
Marcus R.
Agency Owner
“Before Skarvo I had no idea what my team was producing until the end of the month. Now I know every morning. I can actually coach to the numbers instead of guessing.”
Final Expense — Southeast Region
Tasha W.
Agency Owner
“I used to chase my agents every Friday for updates. With Skarvo I see the whole team's pipeline in one view. If something is off I catch it the same day.”
Medicare Advantage — Midwest Region
Derek J.
Agency Owner
“The show rate and close rate by agent made it immediately obvious where my team needed work. Turned out to be a presentation problem across the board — one fix helped everyone.”
Life Insurance — Southwest Region
Your agency's production data is already sitting in your CRM.
Connect your CRM in about 10 minutes. Every disposition your team logs goes straight into your dashboard — you can see the team's numbers any morning you want.
Starts at $69/mo. No setup fees. Cancel anytime.