A private business platform for licensed insurance agents and their managers to track production, training, goals, office hours, and schedule — with an optional Google Calendar connection initiated by the agent.
Agent Sign In Read the purpose →Rubin Financial - Agent System Tracker is an internal back-office tool operated by Rubin Financial. Its purpose is to help insurance agents and their coaches run day-to-day agency work in one place:
Access is invitation-only. Accounts are created by an administrator. This is not a public consumer app and is not used for advertising.
Track policies, recruits, field trainings, and progress through each stage of the system.
Set daily activity targets, connect them to goals, and keep the bigger vision front and center.
Set your availability and optionally connect Google Calendar to manage your real schedule in one place.
Agents using Rubin Financial - Agent System Tracker can choose to connect their own Google Calendar so their real schedule appears alongside their office hours. Once connected, an agent can view, add, edit, and delete their events without leaving the platform, and their administrators and assigned manager can view the calendar (read-only) to help with planning and development.
See our Privacy Policy for full details on how Google user data is used and protected, including our compliance with the Google API Services User Data Policy Limited Use requirements.