Company roll-up
See every agency in your IMO on one screen: total premium and sales, agency-vs-agency rankings, top agents across the company, carrier mix and trends.
Live sales leaderboards for insurance agencies & IMOs
Turn your sales sheet into a leaderboard everyone watches.
Salesbord connects to the Google Sheet you already use and builds live leaderboards for your whole organization — a roll-up for the company, a board for every agency, and a profile for every agent.
- Invite-only pilot
- Works with Google Sheets
- Nothing to install
Annual premium$0
Sales0
Month goal0%
on pace
Agency race
1Northside Agency$0
2Lakeview Benefits$0
3Summit Senior Solutions$0
4Harbor Final Expense$0
Top agents
RLRiley L.$02
JMJordan M.$01
ROReese O.$03
Features
Everything your sales floor needs to compete
From the IMO’s bird’s-eye view down to a single agent’s month — one source of truth, built from the sheet you already keep.
Agency & agent drill-down
Click any agency for its own leaderboard, then any agent for their trend, carrier mix and recent sales. Breadcrumbs and an agency switcher keep everyone oriented.
TV mode
A full-screen, auto-rotating view made for the office TV — the agency race, the top-agent podium and today’s numbers, refreshed automatically.
Goals & pace
Set monthly goals for the company, each agency and each agent. Progress bars show whether the team is on pace for the day of the month.
Connect your Google Sheet in minutes
Publish the tab you already track sales in, paste the link and map your columns. Monthly premium is annualized, and data refreshes on its own.
Private & isolated data
Agencies only see their own numbers; companies only see their own agencies. Only the columns you map are stored — never client names, phones or emails.
Built for IMOs
One company. Every agency. Every agent.
Salesbord mirrors how insurance organizations are actually structured, and everyone sees exactly what they should.
- Company admins & viewers see the whole company rolled up and can drill into any agency.
- Agency owners connect their own sheet, set goals and invite their team — and see only their agency.
- Agents get a read-only view of their agency’s board.
- One company-wide sheet with an Agency column? Salesbord can split it into agencies for you.
TV mode
Put the race on the big screen
Open TV mode on any smart TV or spare monitor. It rotates through the agency race, the top-agent podium, today’s numbers and each agency’s board — dark, bold and readable from across the room.
- Auto-rotating slides with a live clock
- Refreshes itself every few minutes
- Keyboard and full-screen controls
How it works
Live in three steps
No exports, no integrations to wire up. If your team logs sales in a Google Sheet, you’re ready.
- 1
Publish your sales tab
In Google Sheets choose File → Share → Publish to web, pick the tab with your sales rows and select CSV. Keep client details out of that tab.
- 2
Map your columns
Salesbord auto-detects which columns hold the agent, date, premium and carrier (plus product, status or agency) and shows how sure it is. Confirm or adjust, preview, save.
- 3
Go live
Invite your agencies and agents, set monthly goals and put TV mode on the office screen. The boards keep themselves up to date.
Request access
Bring Salesbord to your agency
Salesbord is in an invite-only pilot. Tell us a little about your organization and we’ll follow up with an invite code.
- For IMOs, agencies and sales managers
- Your request is stored privately — we don’t add you to any mailing list
Already have an invite code? Create your account.