Everything you need to understand, improve, and protect your QBI.
QBI Tracker turns complicated business quality metrics into actionable insights that help agency leaders improve compensation and make better management decisions.
Know your numbers in minutes. Not hours.
All your critical business quality metrics in one place. Every rep, every shop, on a single rolling-17 dashboard with bands that match the firm's penalty floor, so you can stop reconstructing the month-end picture from screenshots and spreadsheets.
- ✓Current QBI gauges. QBI / Taken / Persist. cards refreshed live, banded against the firm's penalty floor.
- ✓Rolling-17 trend. 17-month line chart per office. See whether you're climbing, holding, or about to slip.
- ✓Firm vs ours toggle. Compare firm-graded numbers to your own tracking with one click. No more spreadsheet diffs.
Know where you're heading before you get there.
Don't wait for the firm's statement. Model future outcomes based on submits, placements, lapses, and NTO activity, banded exactly the same way the firm will band them, so you can see the impact on your compensation before it happens.
- ✓Pace-aware extrapolation. Submit, NTO, and lapse pace blended into a forward R17 number.
- ✓Delta vs current. Per-metric ▲/▼ so you can tell whether the projection is improving or eroding.
- ✓Daily refresh. Projection rebuilds every night so the picture is fresh when you log in.
The base shop needs 48 additional submits just to offset this month's negatives. Without hitting 148 total submits, the negatives keep dragging QBI down.
See exactly how negatives are eroding your commission and bonuses.
NTOs and lapses don't just hurt QBI. They reduce advances, lower overrides, and shrink bonus opportunities for the entire upline. QBI Tracker computes the true submit target after offsetting current-month negatives, so you know exactly what it takes to protect your compensation.
- ✓Auto-computed offset. NTOs + lapses across reps mapped to additional submits required to break even.
- ✓True target callout. The 'real' submit goal once negatives are paid down, shown next to the base pace.
- ✓Plain-language summary. One-sentence explanation so reps understand the why, not just the number.
Track placement performance in real time.
Submits, placed, NTOs, lapses. Banded gauges with goal and ceiling thresholds. Catch the trends that drain compensation before they finish the month. Click any metric to drop straight into the per-rep view driving the number.
- ✓Goal + ceiling per metric. Set goals office-wide; ceilings flag when NTOs or lapses are running hot.
- ✓Click-through drilldown. Tap any gauge to see the per-rep breakdown that's pushing the number.
- ✓Adjustment math, exposed. Submit goal auto-adjusts for negatives, and we show the math, not a black box.
Model the impact before you commit the team's hours.
What happens to your compensation if you rescue 3 NTOs? Pull two lapses back? Push five submits? Stack the levers, see the projected QBI, and decide where to spend the team's hours to protect overrides and bonuses. NTOs are counted as units, so one large policy and one small policy hit the score the same way.
- ✓Multi-lever stacking. Combine NTO rescues, lapse pulls, and submit pushes in one scenario.
- ✓Per-rep what-if. Run a scenario against a single rep without touching live history.
- ✓Action plan PDF. Print or save the scenario plus the months-to-target forecast as a one-page handout.
- Rep · S.M. · R1787.2 → 88.4
- Rep · J.T. · R1781.0 → 78.6
- Rep · Q.L. · new— → 69.5
Upload your data. The software handles the rest.
No spreadsheets. No formulas. No manual tracking. The firm's monthly PDF is parsed, reconciled against your roster, and presented as a bucketed change summary. Review, apply, and every compensation metric refreshes in under a minute.
- ✓Smart roster matching. Auto-detect new reps, surface suggested matches for renames, never overwrite silently.
- ✓Summary before apply. See what's changing in plain buckets (updates, new reps, reactivations, deactivations) before anything writes.
- ✓Re-import safely. Pull the same month twice? We de-dup. Pull a corrected PDF? We compare against the prior import.
Identify your top performers and the reps who need coaching.
Search the roster by name or Solution #, sort the list, and drop into a rep's full history with one click. Focus your time on the producers carrying the book, and the reps quietly costing you overrides.
- ✓Search & sort. Type to find a rep; sort by name or Solution #. Your view persists between visits.
- ✓Per-rep deep dive. One click into any rep for full QBI history and scenarios scoped to that rep.
- ✓Roster cleanup tools. Activate, deactivate, and reassign reps in a few clicks. Every change recorded in the audit log.
Focus your time where it creates the greatest impact.
Volume sizes the tile. QBI band paints it. The reps actually carrying your shop, and the ones quietly dragging your compensation down, jump off the screen without sorting or filtering anything.
- ✓Volume + band in one view. Tile size = volume share; tile color = QBI band. No table-scan required.
- ✓Pareto stats. Built-in top-20% / shop-QBI / drag-from-inactive callouts so the picture explains itself.
- ✓Click to drill. Tap any tile to jump into that rep's QBI history and scenario tools.
- • 2 NTO call-backs this week protects 1.4% R17.
- • You're 4 submits short of pace — same as last month.
- • Persistency above shop average — keep doing what you're doing.
Prevent compensation erosion before it occurs.
Monitor long-term business quality on every rep. Reps log in to a scoped view of their own QBI, Taken, and Persistency, plus the NTO and lapse fixes that would protect their compensation. The talking points for the 1:1 are already on the page.
- ✓Per-rep gauges. QBI, Taken, and Persistency cards scoped to the logged-in rep. Same math the manager sees.
- ✓Fix-list progress. NTO and lapse fix bars show how many wins it takes to climb back into band.
- ✓Talking-points panel. What to focus on this week, written in plain language reps actually understand.
Edit the whole office's MTD in one grid.
Between firm statements, admins keep MTD numbers fresh in a single editable table. Inline edits, dirty-row highlighting, save-all-at-once. No spreadsheets, no per-rep round-trip.
- ✓All metrics inline. Submits, Placed, NTOs, Lapses. Every cell editable, decimals supported for partial credit.
- ✓Dirty-row review. Edited rows highlight in amber so you can scan your changes before saving.
- ✓Per-period editing. Pick the month, edit, save. Corrections never overwrite a finalized history.
See which office is costing you the most.
Understand exactly how each shop's business quality is impacting your advances, overrides, and bonuses. See every office side-by-side, banded and sorted. Add offices on the fly. Billing scales with the number of offices, no plan changes required.
- ✓Side-by-side bars. Every office's R17 in one view, sorted by where they sit against the floor.
- ✓Owner-wide dashboard. Owners see every office; managers see only theirs. Permissions follow role and office.
- ✓Add offices in a click. Billing scales with the number of offices. No plan swap when you open a new shop.
- Rep · S.M. → green+3.1
- Rep · D.N. → at risk-4.0
- Rep · J.T. → watch-1.2
Catch declining trends before they impact compensation.
Email digests, watch-list flags, and at-risk alerts. Managers can step in three weeks earlier instead of finding out the day a penalty hits the override check.
- ✓Weekly digests. Plain-language summary of who moved up, who slipped, who's on the watch list.
- ✓Watch-list bands. Custom thresholds per office. Yellow for trending down, red for at-risk.
- ✓Quiet by default. No SMS spam. Email-only, opt-in per role, frequency you control.
Your workspace. Your brand. Always separated.
Every customer gets a fully separated workspace with its own users, its own data, and its own subdomain. Office and Organization plans add their own logo and color theme. Enterprise goes full white-label.
- ✓Free QBI Tracker subdomain. Start on yourname.qbitracker.com — included free with every account, from Freemium up.
- ✓Logo + color theme (Office & Org). Add your own logo and brand palette so the workspace feels like yours.
- ✓White-label (Enterprise). Your logo, your palette, your favicon, and the option to hide "Powered by" entirely.
Your data stays yours, locked down at the database.
Your workspace is fully separated from every other customer at the data layer, sessions are signed and encrypted, and there is no path for another customer to ever see your data. It is built in, not a setting you can forget to flip.
- ✓Workspace-scoped data. Every read and write is keyed to your workspace at the data layer. No row escapes.
- ✓Role-based access. Owner, manager, rep, view-only. Set per office, enforced on every endpoint.
- ✓Audit log. Every privileged action (billing, role change, import) written to an immutable audit log.
- 2mImported May statement (142 rows)owner@firm.example
- 1hUpdated Rep · J.T. office assignmentmanager@firm.example
- 3hPromoted Rep · S.M. to office managerowner@firm.example
- 9hScheduled R17 recompute (auto)system
- 1dSaved scenario ‘May push v2’owner@firm.example
Every privileged change, logged forever.
Imports, role changes, billing events, scenario saves: written to an append-only audit feed. Browse by user, action, or date range when you need to know who did what.
- ✓Append-only writes. Audit rows can't be edited or deleted from the app. Write-once, read-many.
- ✓Per-user history. Filter the feed by actor to see exactly what a teammate touched last week.
- ✓Sensitive change alerts. Owner-changing or billing actions ping the owner inbox by default.
Take control of the numbers driving your compensation.
Stop waiting for monthly reports to tell you what already happened.
Start managing your QBI before it impacts your income.
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