Weekly Broker Schedule
Assign brokers to dealership locations across BC · manage hours · track coverage by service type
⚠️
Overtime Alert — Action Required
Dealership Coverage This Week
ICBC / Auto
Personal Lines
Commercial
Employee Services
Broker Grid
| Broker |
Hours |
Branch |
Mon | Tue | Wed |
Thu | Fri | Sat |
|
Manage Dealership Locations
Sales Penetration
Track insurance product conversions at each dealership · ICBC as base opportunity · measure upsell penetration
Target:
%
Penetration Detail Table
| Dealership | Product | Rate & Progress |
|---|
Add / Update Data
Broker Performance
Scheduling data linked to sales results · leaderboard · identify coaching opportunities
Leaderboard — Policies Sold This Period
| # | Broker | Branch | Days Out | Locations Served | Policies Sold | Pen. Rate | Hours |
|---|
Link Broker to Sales Results
Schedule data (days, hours, locations) is pulled automatically from the Schedule tab.