Make Every
Call Count.
Race to Win.

There are three ways to get data in. The most common is uploading your existing call log and sales report files from the Manage tab — drag and drop or click to browse (Excel and CSV supported). Boat Race auto-detects columns and deduplicates records, so re-uploading is always safe.

With the Sales Tracking add-on you can also enter sales manually from inside the dashboard — useful for walk-ins, referrals, or any sale not captured in your export. And the checklist form lets agents log a sale the moment it happens from a phone or tablet, with a customer confirmation email sent automatically.

Point values are fully configurable from the Scoring tab. Set multipliers for each policy type (Whole Life, Universal Life, Term, Health, Auto, Home/Fire) as well as call activity (calls placed, calls answered, talk time per minute, average call length). Sales and service teams can have different call point values. Changes take effect immediately on the live leaderboard — no redeploy needed.

Sales Tracking is an optional add-on ($25/mo) that layers full sales management on top of the base competition. It includes:

Checklist form — a mobile-friendly form your agents fill out at point of sale. Captures product details, lead source, subcategory, customer info, and appointment type. After submission, generates a pre-formatted customer email the agent copies and pastes from their own inbox — no email is sent by Boat Race directly.

Manual entry — add or edit individual sales directly in the dashboard without uploading a file. Useful for corrections, walk-ins, or referrals.

Sales Log — a searchable, filterable record of all sales with inline editing. Sort by product, agent, date, or issued status.

Sales Performance charts — interactive breakdown charts showing sales by product type, lead source, agent, subcategory, and more. Drill down into any slice to cross-filter both charts simultaneously.

You share a unique link with your agents — they open it on any device and fill it out when a sale closes. The form captures customer info, product type, subcategory, lead source, and appointment details. There's no login required for agents to submit.

After submission, the form generates a pre-formatted customer email that the agent copies and pastes into their own email client to send. Boat Race does not send the email — it just builds it for you. The email content is fully configurable: intro paragraph, ID card instructions, an important notice box, helpful links, and a custom closing line. Each section can be enabled or disabled individually.

Team Member Analysis ($10/agent/mo) gives you deeper visibility into how each agent spends their time. With hour tracking enabled, you can see efficiency metrics — sales per hour, talk time per sale, and patterns that the top-level leaderboard doesn't surface.

Combined with AI Analysis, it gives the coaching engine more signal to work with: instead of only knowing who produced the most, it can surface who produced efficiently and who has room to grow with better time management.

Add-ons are billed monthly alongside your base plan and can be cancelled at any time from Account → Billing. Cancellation takes effect at the end of your current billing period — you keep access until then.

Add-ons are independent of your base plan. You can be on Basic and add Sales Tracking, or on Premium and skip both add-ons — whatever fits your workflow. There are no annual commitments and no per-seat fees on the base plans.

Boat Race stores performance metrics only: call logs (agent, disposition, talk time, date) and sales records (agent, product type, sale date). No customer names, phone numbers, policy details, or any personally identifiable information from your calls or sales is ever stored or processed.

If the Sales Tracking add-on is enabled, the checklist form captures a customer name for reference — but only in a privacy-limited format: the first two characters of the first name and the last name only (e.g. "Jo Smith"). No full first name, email address, phone number, address, or any other identifying detail is stored at any point.

For deduplication — so re-uploading the same file never double-counts records — each row is fingerprinted using a SHA-256 cryptographic hash. The original data cannot be recovered from it and no customer information is saved in the process.

Account information (company name, contact name, email) is stored for billing and login purposes only. All data is fully isolated per account and automatically purged after 12 months.

Most sales floors track performance in spreadsheets that nobody looks at until a 1-on-1. Boat Race turns that same data into a live competition — agents can see exactly where they stand, managers can spot momentum shifts in real time, and the AI analysis surfaces coaching opportunities before small problems become big ones. Competition drives activity, activity drives results.

The Sales Tracking add-on goes further: it shows you not just who is winning, but what they're selling, where leads are coming from, and which products are driving the most revenue. That's the data that informs how you coach and where you focus.

Boat Race is built for insurance and financial services offices — any team where agents are making outbound calls and selling policies. It works equally well for pure sales teams, service teams that cross-sell, or mixed offices running both. If your team has call activity and policy production goals, Boat Race can score it.