The agency performance platform for takaful and insurance distribution — planning, leads, activity, leadership and academy in one system.
OneAgency works one pledged AFYC number all the way down to calls-per-day — through case mix, closing ratio, call ratio and the local seasonality — then reforecasts it against what actually happened.
One AFYC pledge, benchmarked to MDRT/COT/TOT, becomes appointments and calls per day — every ratio advisor-keyed.
Production = Manpower × %Active × Productivity × Average case size — the model names the weakest factor and the ringgit upside.
Only business that stays in force counts — 13- and 25-month retention tracked by advisor, product and reason.
The features you'd expect — and the local details most systems skip.
Decaying-lead scoring, routing rules and duplicate detection that strips bin/binti/a-l/a-p.
Submitted → underwriting → issued → in force, with NTU/lapsed fallout and a requirements checklist.
Prospect → career talk → exam → contracted, with a 90-day onboarding checklist.
Meetings with minutes, training programmes with certificates, and development linked to the plan.
A weighted weekly scoring grid for calls, appointments, cases and coaching.
Production and case status pulled from the principal, on a per-agency isolated database.
Malaysian seasonality, the MDRT ladder, and the persistency the principal actually judges an agency on.
A local monthly index that redistributes a mid-year starter's pledge correctly.
Pledge against the qualifier that matters, or key in your own number.
Raya, school holidays and umrah breaks shape the required calls-per-day.
Row-level security scopes every number to the right advisor and leader.
Book a walkthrough and we'll show you the real system with sample data — not a slide deck.