Most advisors have no idea whether a good month is actually a good month. Benchmarking fixes that — showing each advisor where they land against their peers, without ever exposing who those peers are.
Anonymous, and we mean it
No advisor names. No agency names. Every number is rounded, so a data point can never be traced back to a person or an agency. Advisors see their percentile rank, their performance zone, and how they compare to top performers — never anyone’s actual book.
- Percentile rank across the Toggle network
- Performance zones from building to top-tier
- Top-performer comparison without identities
- Cross-agency comparison is opt-in — your agency chooses
Built to motivate, not to shame
Benchmarking is visual and goal-oriented: advisors set targets, watch their zone move, and see what the next tier looks like. The point isn’t a leaderboard — it’s giving every advisor a reason to engage with their own numbers, which is usually the first step to growing them.
“For the first time my advisors are asking me how to move up a tier. That conversation never happened with spreadsheets.”
— Agency owner on Toggle
