Live, fast, built for high-output teams
A modern CRM that keeps agents moving.
Submit business in seconds, track production in real time, isolate team performance, and automate reporting — all with a clean iOS-glass feel your agents will actually use.
Fast tracking
Post deals in seconds.
Follow-ups
No deals slipping.
Leaderboards
Competitive output.
Analytics
Clean signal. Clear action.
By continuing, you agree to the Terms and acknowledge the Privacy Policy.
What Flow does
A simple system for daily execution.
Daily scoreboard
Auto-post to Discord + email owners their isolated team numbers.
Personal production isolation
Agents see only their production (and their downline if they have one).
Goal tracking
Personal goals + personal team goals. No agency leakage.
Fast + clean UX
Dark glass, iOS feel, zero clutter.
Typical use
Deal → webhook → leaderboard → owner report
Designed for teams who want speed, accountability, and automated bookkeeping.
Features
Everything you need — nothing you don’t.
Deal submission
Agents post quickly with clean fields and automated AP.
Team visibility
Upline sees team totals. Agents see only their own numbers.
Leaderboards
Company leaderboard stays visible to drive performance.
Analytics
Range filters, carriers, trends, and breakdowns.
Goals
Personal goals + personal team goals — isolated and secure.
Automation
Scheduled emails, Discord updates, and future SMS reminders.
How it works
Simple workflow. Real accountability.
1
Invite agents
Create users, assign uplines, set roles.
2
Post deals
Agents submit business in seconds.
3
Track production
Dashboards show only what each user should see.
4
Auto reporting
Discord + nightly owner emails deliver daily numbers.
Compliance & Security
Built to support structured operations. Use appropriate disclosures and safeguards for your organization.
Access control
Role + downline-based visibility to reduce data leakage.
Audit-friendly
Centralized data makes reporting and oversight easier.
Policies
Terms + Privacy included; extend with your agency policies as needed.
Note: Flow is a productivity and reporting platform. You are responsible for compliance requirements applicable to your business (including record retention, disclosures, and data handling policies).