Seven days. You did it.
You logged in, set up your personal account, learned how workflows run behind the scenes, mastered the daily working rhythm, entered quotes the right way, moved contacts through the pipeline correctly, and set up X-dates for every household you did not close. Most producers never get this level of clarity in their first month. You got it in your first week.
Today is the payoff. Open the dashboard and see everything you did this week showing up in one place.
Step 1 — Open the Dashboard
- Log in to Agency MVP.
- Click the Agency MVP logo in the top left corner to go to the Agency MVP Home Page (Dashboard).
The Agency Activity section defaults to a rolling seven-day period. Everything you have done since Day 1 should be showing up right here.
📖 Full article: Agency MVP Home Page (Dashboard)
Step 2 — Check Your Goals at the Top
At the top of the dashboard you will see My Goals. This shows your personal progress toward your daily call goals, daily quote goals, and monthly premium goals that your agency owner has set for you.
💡 My Goals updates in real time. This is the most accurate view of your current progress throughout the day.
Step 3 — Review the Agency Activity Section
Scroll down to the Agency Activity section. This shows call, quote, and sales activity across the team for the selected time range.
If your name is not showing up here, that means calls were not logged inside Agency MVP for that window. The dashboard only reflects work done inside the system. Working leads outside MVP means that activity is invisible. Working inside MVP means everything is visible and credited to you.
⚠️ Note: The Agency Activity section updates nightly. If you just logged a call or entered a quote, give it until the next morning to appear here.
💡 Tip: You can switch between Quote Activity, Sales Activity, and Call Activity by clicking the corresponding button near the time range selector.
Step 4 — Review Quote Activity
Go to the Quote Activity section to confirm your quotes are showing correctly.
If your quotes are not showing up, check that a premium number was entered on every quote. A quote without a premium does not count in the system.
Step 5 — Expand Your Activity Details
Scroll down to the activity grid on the dashboard.
- On the left side of the grid, click the + symbol next to your name to expand the information.
- This gives you a detailed breakdown of your logged calls and quotes entered.
💡 Tip: You can switch between Quote, Sales, and Call Activity views in this section to see the full picture of your week.
Step 6 — Check Recently Quoted for Real-Time Quote Activity
In the left sidebar of Agency MVP, find Recently Quoted. This is a real-time view of each household you quoted, what day it was quoted, which lines of business were quoted, the total premium, and any savings.
💡 Recently Quoted updates in real time — unlike Agency Activity, you do not have to wait until the next morning to see your quote activity here.
📖 Full article: Recently Quoted
Understanding What Updates When
Here is a quick reference so you always know where to look:
- My Goals — Updates in real time. Best for checking your current daily progress.
- Recently Quoted (left sidebar) — Updates in real time. Best for confirming a quote was entered correctly.
- Agency Activity — Updates nightly. Best for reviewing the full week's activity the next morning.
Want More Detail?
These full articles walk through every step with additional screenshots and tips.
You came into this week as someone who just signed up for a platform. You are leaving as someone who knows how to run it, why it works, and how to use it to close more premium every single day.
Now go use it.