STRIDES iOS App Built to Track Sales Performance for Insurance Agencies
Built a sales tracking app to maximize agency performance visibility and accountability
Overview
About This Project
GITSA is an agency growth consultancy helping insurance and sales agencies increase revenue by tracking sales performance, recruitment activity, and agent productivity. The organization needed a dedicated mobile application to give agency leaders real-time visibility into agent activity and keep performance on track.
The Problem
What Needed Solving
The client needed an app to track sales activity, appointments, and presentations that agents were making in the field, ensuring performance goals remained on track and giving agency leadership the data visibility needed to identify and address gaps before they became revenue problems.
Real-Time Field Activity Visibility
Agency managers had no centralized visibility into what agents were doing in the field day-to-day. Without real-time tracking, performance gaps were only discovered after they had already impacted revenue.
Sales Activity Data Accuracy
Manual reporting of appointments, presentations, and sales was prone to error, delay, and incompleteness, making it impossible to rely on the data for accurate performance analysis.
Agent Accountability & Motivation
Without a structured tracking system, agents lacked clear visibility into their own performance against targets, reducing accountability and making performance coaching conversations less data-driven.
Multi-Agent Management at Scale
Agency leaders managing multiple agents simultaneously needed a system that could aggregate individual activity data into actionable team-level performance views without manual compilation.
Our Approach
How We Solved It
We designed and developed the STRIDES iOS app, a purpose-built sales tracking platform for insurance agencies and their agents. The app enables agents to log sales activities, appointments, and presentations in real time, while giving agency leaders a consolidated performance dashboard to monitor progress, identify gaps, and drive accountability. The platform was built with an intuitive mobile-first interface optimized for field use and was successfully submitted to and approved on the Apple App Store.
What We Built
Key Features & Deliverables
Sales Activity Tracking
Real-time logging of sales activities including appointments booked, presentations delivered, and sales closed, giving agents and managers accurate performance data.
Performance Dashboards
Consolidated dashboards giving agency leaders a clear view of individual and team performance against targets, enabling data-driven coaching and management decisions.
Real-Time Reporting & Alerts
Live performance reporting enabling managers to identify underperformance and activity gaps as they happen rather than discovering them in weekly reviews.
Multi-Agent Management
Structured agent management system enabling agency leaders to monitor multiple agents simultaneously across all tracked activity types in a single view.
Appointment & Presentation Logging
Streamlined activity logging for field agents to record appointments, presentations, and follow-ups quickly and accurately from their mobile device.
Revenue Pipeline Visibility
Pipeline tracking that connects activity volume to revenue potential, helping agencies understand the relationship between field effort and business outcomes.
How We Work
Our Process
Sales Workflow & Requirements Analysis
Worked with GITSA leadership to map the complete agency sales workflow, define tracking requirements, and identify the key metrics that drive performance outcomes.
Mobile App UX Design
Designed an intuitive mobile-first interface optimized for field use, enabling agents to log activities quickly and managers to access performance data clearly.
iOS App Development
Built the STRIDES iOS app with real-time data logging, performance dashboards, multi-agent management, and a clean, fast interface built for daily field use.
QA & Performance Testing
Conducted comprehensive testing across device types, use case scenarios, and data accuracy validation to ensure reliable performance in real agency environments.
App Store Submission & Launch
Submitted STRIDES to the Apple App Store and achieved successful approval, making the app available for download by agency teams.
Measurable Outcomes
Results & Impact
What We Delivered
The STRIDES app delivered perfection in sales tracking, giving GITSA and its agency clients the real-time performance visibility they needed to keep agents accountable and revenue growth on track. Agency leaders can now monitor agent activity as it happens rather than waiting for weekly reports, enabling faster coaching interventions and more accurate pipeline management. The app is live on the Apple App Store and actively used by agency teams.
"STRIDES gave us exactly what we needed — a simple way for agents to log their activity and a clear way for us to see what is actually happening in the field. The visibility it provides has completely changed how we manage performance across our agency network."
Andy Khoo
Founder · GITSA
Visual Showcase
The Finished Product
Technologies Used
