{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/551347625fd84107b64638d323dd2280\" frameborder=\"0\" width=\"3342\" height=\"2506\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2506,"width":3342,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2506,"thumbnail_width":3342,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/551347625fd84107b64638d323dd2280-fa9f9f9e9fb8bb57.gif","duration":2073.566,"title":"Joseph Puckett Consulting dashboard, metrics, scripts, and more","description":"Close more sales. Make smarter marketing decisions. Build a more accountable team. Know what it takes to grow profitably.\n\nThat’s why I built the JPC platforms—and I recorded a full virtual tour so you can see exactly how they can help your agency.\n\nThese are the same tools I use in my own agency every day, and they’re now helping agencies across the country turn their numbers into better decisions and their training into consistent execution.\n\nWatch the virtual tour here: [INSERT VIDEO LINK]\n\nHere’s what you’ll see—and why it matters for your agency:\n\nJPCdashboard.com — Know what’s working and where your next sale can come from\nTour begins at 01:23\n\nTrack sales performance: See quotes, written items, premium, close rates, and bundling by producer and lead source. Know who needs coaching and who is converting opportunities.\n\nMake your marketing dollars work harder: Track marketing spend, cost per quote, cost per sale, and cost per item. Identify which sources deserve more investment.\n\nPut leads in the right hands: Compare each producer’s close rates by source so you can prioritize the people most likely to convert those leads.\n\nTarget the zip codes where you win: Use close rates, quote volume, and performance maps to refine your direct mail and other lead purchases.\n\nKeep opportunities moving: Give your team a follow-up calendar, repeatable follow-up sequences, and a hot lead pipeline that shows what’s close to closing.\n\nFind business already within reach: Generate and filter cross-sell and win-back opportunities, then prioritize prospects using your agency’s actual results.\n\nStrengthen accountability and coaching: Review call activity and use AI sales and service call scoring to identify what your team does well and what needs improvement.\n\nSupport retention and compensation: Organize bill pay and renewal outreach, plus calculate commissions and chargebacks.\n\nThe value: Better visibility into every lead, every producer, and every marketing dollar—so you can act on facts and focus your team’s effort.\n\nJPCmetrics.com — Turn your agency numbers into a growth plan\nTour begins at 24:15\n\nSee your agency’s direction: Track premium, items, policies, estimated agency value, and termination payment trends with year-over-year comparisons.\n\nUnderstand your revenue: Review new business and renewal commissions and bonuses, compare monthly results, and spot seasonal patterns.\n\nCalculate your break-even: Bring together operating expenses, payroll, marketing, loan costs, and expected revenue to estimate your monthly profit or investment.\n\nTest decisions before you commit: Model changes in staffing, marketing spend, and production to see how they could affect your bottom line.\n\nPlan to maximize your bonus: Forecast production targets and track how much business you need to average each month for the rest of the year.\n\nSpend less time assembling reports: Upload your reports to build the charts and tracking without manually entering every number.\n\nThe value: A clearer picture of where your agency stands, what growth will cost, and what production you need to reach your financial goals.\n\nJPCscripts.com — Give your team a repeatable path to the sale\nTour begins at 30:59\n\nAccess my complete sales process: Talk paths and scripts covering discovery, liability conversations, bundling, closing, and more.\n\nHandle common objections with confidence: Prepare for “Your price is too high,” “Email me the quotes,” and “I need to talk to my spouse.”\n\nBuild stronger sales habits: Use short study-guide lessons to help new hires learn the process and experienced producers sharpen their execution.\n\nGet help when questions come up: Ask the AI assistant about objections and how to apply the JPC sales process.\n\nPractice through interactive role-play: Use “Roleplay with Joseph” to rehearse conversations out loud before the next customer call.\n\nThe value: Your team has a process to study, practice, and follow—helping them build confidence and close more business in one call.\n\nJPC.smarteru.com — Make training an ongoing part of your agency\nTour begins at 32:40\n\nAccess an extensive training library: At the time of this tour, the platform includes 118 courses and more than 100 hours of content across dozens of topics.\n\nLearn in manageable segments: Training sessions are broken into short clips so your team can focus on a specific skill and revisit it as needed.\n\nSupport onboarding and continued development: Give new hires a learning foundation and experienced team members resources to keep improving.\n\nReinforce what your team needs most: Assign relevant training and bring those lessons into coaching, huddles, and role-play.\n\nKeep learning through weekly live training: Join sessions featuring practical instruction, sales scripts, team discussions, and interactive role-play.\n\nThe value: Training your whole office can use consistently, with resources available to revisit long after a live session ends.\n\nWant to jump straight to a specific feature?\n\nTime\n\nTopic\n\n01:23\n\nJPCdashboard overview\n\n05:01\n\nClose rates by producer and lead source\n\n05:49\n\nZip code targeting and performance maps\n\n09:43\n\nQuote tracking and targeted re-quote lists\n\n12:26\n\nFollow-up calendar and sequences\n\n13:30\n\nHot lead pipeline\n\n14:22\n\nCustomer data and cross-sell opportunities\n\n16:51\n\nTargeted win-back lists\n\n18:53\n\nBill pay and renewal workflows\n\n20:34\n\nCommissions and chargebacks\n\n20:42\n\nCall activity and accountability\n\n22:26\n\nAI sales and service call scoring\n\n24:15\n\nJPCmetrics overview\n\n27:42\n\nBreak-even calculator and scenario planning\n\n28:53\n\nBonus forecasting and production targets\n\n30:59\n\nJPCscripts and interactive AI role-play\n\n32:40\n\nSmarterU training library and weekly live training\n\nChoose the membership that fits your agency:\n\n$100/month total for your entire office: Includes JPCscripts, the SmarterU training library, and weekly live training.\n\n$500/month for Mastermind: Includes everything above PLUS JPCdashboard and JPCmetrics—all four platforms shown in the tour.\n\nWant one-on-one help? Higher-level programs include everything in Mastermind, plus individual time with me.\n\nIf you want the complete system you see in this video, I recommend Mastermind.\n\nWatch the tour, see where these tools could make the biggest difference in your agency, and enroll at josephdpuckett.com.\n\nLet’s give your team the training to execute, the tools to stay accountable, and the numbers to make better decisions.\n\nJoseph Puckett\nJoseph Puckett Consulting"}