Why You Need WealthSmyth to Run Your System
Many agency leaders have a business system on paper—one they've trained on (repeatedly) and shared across their teams. However, execution often falters due to fragmented tools and processes.
The Challenges of Paper-Based and Manual Processes
Paper-based workflows and manual data entry aren’t just annoying —they’re a silent agency killer.
Inconsistent Performance: Without standardized processes, performance varies widely across the team, making it challenging to predict outcomes.
Limited Scalability: Growth is constrained without a technology system to support organized data and automation.
High Turnover Impact: Instead of spending time with clients, agents waste hours on administrative work, which adds cost to every sale and is one of the top reasons 90% of new agents fail out of the business.
Most agents don’t have a sales problem—they have a predictable revenue problem. They start with friends and family but fail to create enough referrals or inbound leads to generate recurring income. In order to achieve predictable revenue you need:
A repeatable process that every agent can follow
A single source of truth for recruiting and production pipeline
A coaching approach based on conversion metrics as well as outcomes
Most agencies have the first one—a process on paper that everyone’s supposed to follow. But almost none have the second: a single source of truth for recruiting and production. Without that foundation, the third—coaching based on conversion metrics—is severely limited. Coaching may inspire, but without pre-sales pipeline data, it lacks the precision needed to help agents improve performance.
The Challenges of Paper-Based and Manual Processes
WealthSmyth consolidates your recruiting and production into an all-in-one sales system—from recruiting and licensing to deals, commissions, and team growth—so you can run your agency like a high-performing sales organization.
This integration enables you to facilitate growth:
Enhance Visibility
See what’s happening across your entire organization—who’s active, who’s producing, and where things are stuck.Improve Accountability
Give each agent a clear roadmap and give leaders the tools to track progress and coach with purpose.
Business Metrics and Ratios
WealthSmyth supports the following agency business metrics:
Metric |
| Example Formula |
Net Point Ratio (Persistency) | ✅ |
|
Recruit to Client Ratio | ✅ |
|
Recruit to Net Points Ratio | ✅ |
|
Points Per License Ratio | ✅ |
|
Licensing Ratio | ✅ |
|
Net License | ✅ |
|
Recruit to Taproot Ratio | ✅ |
|
Closing Ratio | ✅ |
|
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Getting Licensed
Getting licensed is the first major milestone for new agents—and you can track their progress right in your dashboard.
WealthSmyth shows you:
Who is enrolled in pre-licensing
Who has passed their course
Who has scheduled or passed their state exam
This makes it easy to follow up, offer encouragement, and help your team hit the ground running.
💸 Contract Levels
Each agent has a Contract Level that determines how much they earn per deal.
🧠 Note: Contract Levels vary by agency
Some teams start agents at 60%, others at 80%—it depends on your organization’s policies. WealthSmyth doesn’t set these, but we do display them clearly so everyone knows where they stand.
Your role as a leader? Help your team grow their skills and production so they can level up and earn more.
💬 Support, Just a Chat Away
You’re never alone—and neither is your team.
Whether someone is stuck on getting licensed, confused about contract levels, or just needs help setting up a Persona, our support team is available right in WealthSmyth Messenger.
We’ll help you:
Navigate technical setup
Answer compliance or licensing questions
Onboard new agents with ease
Just click the 💬 chat icon and say hello. We’ve got your back.