Agent Health & Monitoring

Monitor your agents' performance, check for errors, and troubleshoot issues.

Agent Health Dashboard

Go to Analytics > Agent Health to see all agents at a glance.

| Metric | Meaning | Healthy Range | |--------|---------|----------------| | Status | Is agent running? | Green = Online | | Uptime | % of time agent is available | > 99% | | Tasks Completed | Count of successful actions | Depends on config | | Success Rate | % of tasks without error | > 95% | | Avg Response Time | How long per task | 30–120s depending on task | | Last Run | When did agent last run? | Within expected schedule | | Errors | Number of failed tasks | 0 is best |

Per-Agent Monitoring

Click any agent to see detailed metrics.

Renewal Agent Dashboard

• Renewals Identified (this month)
• Renewals Shopped (success count)
• Proposals Generated (count)
• Proposals Approved (if approval-gated)
• Failed Attempts (with reason)
• Avg Shopping Time (30–60s typical)

Client Service Agent Dashboard

• COI Requests Processed
• COI Generated (success)
• COI Sent (count)
• Escalated (complex requests sent to you)
• Response Time (typically < 5 min)

Logs & Audit Trail

Every agent action is logged. View logs at Settings > Agent Logs.

Filter by:

• Agent name (Renewal, Client Service, etc.)
• Date range
• Status (Success, Pending, Failed)
• Client or Task ID

Each log entry shows:

• Task: What the agent did (e.g., "Shop renewal for [Client]")
• Status: Success, In Progress, Failed
• Details: Parameters, results, error messages
• Timestamp: When it happened
• User Action: If you approved/rejected

Example log:

[2026-04-13 14:23:45] Renewal Agent
Task: Shop renewal for John Smith / State Farm policy
Status: Success
Details: Quotes obtained from 5 carriers in 45s
Top quote: GEICO $1050/yr (win prob 92)
Action: Awaiting approval to send proposal

Common Issues & Troubleshooting

Agent Not Running

Problem: Agent status is red; not processing tasks.

Check:

1. Is the agent enabled? Go to Settings > Agents > [Agent Name] > Enabled?
2. Is it within Quiet Hours? Check if 6pm–9am and Quiet Hours are on
3. Are there pending approvals? If Action = Approve, agent waits for your approval
4. Check Logs for error messages

Fix:

• Re-enable if disabled
• Turn off Quiet Hours temporarily (or adjust times)
• Approve pending tasks
• Contact support if error persists

High Error Rate

Problem: Agent has many failed tasks.

Check Logs:

• Look for error pattern (e.g., "Carrier timeout", "Missing data")
• If pattern is carrier-specific, that carrier may be down
• If pattern is data-specific, data quality issue

Fix:

• Wait for carrier to recover (retry automatically)
• Update missing client data (risk details, phone, address)
• Reduce Daily Limit to prevent cascading failures
• Escalate to support if systemic

Slow Response Time

Problem: Agent taking 2+ minutes per task.

Check:

• Is a specific carrier slow to respond? (Check Carrier Status page)
• Is your internet connection slow? (Not agent's fault, but affects perceived speed)
• Are there many retries? Check logs for retry counts

Fix:

• Reduce carrier scope (don't quote slow carriers)
• Increase timeout threshold if acceptable
• Contact support if systemic

Manual Intervention

If an agent task fails or you want to override:

1. Go to Logs > [Failed Task]
2. Click Retry (agent tries again) or Override (you handle manually)
3. If Override, do the task yourself (e.g., manually shop renewal)
4. Agent learns from your action

Performance Analytics

Monthly Agent Report (coming Q2 2026) will show:

• Total tasks completed per agent
• Approval rate (% of suggestions you approved)
• Time saved (estimated hours agent saved you)
• ROI (commission earned via agent-managed renewals vs. manual)
• Trend (improving or degrading?)

Use this to decide:

• Which agents to lean on more
• Where to reduce oversight (if approval rate is high)
• Whether agent settings need adjustment

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Next: Check Security & Compliance and Plans & Pricing.