ROI CALCULATOR

Is an Insurance CRM Worth It? Do the Math.

Enter your own numbers. See what speed to lead, automated follow up, and missed call recovery could mean for your monthly revenue, and how fast the plan pays for itself.

Your Numbers

Your Estimate

Current Monthly Commission
$0
Estimated Monthly Commission With ALE
$0
Monthly Revenue Lift
$0
Annual Revenue Lift
$0
Payback Period
0 days

These are illustrative estimates based on your inputs. Actual results depend on lead quality, agent follow through, market, and carrier mix. Not a guarantee.

WHAT THE DEFAULTS MEAN

How to Read These Inputs

Fiddle with the sliders honestly. Even modest assumptions often make the payback obvious.

Monthly Inbound Leads

Count web form submissions, inbound calls, referral intros, and any other live prospect who reaches out in a given month.

Close Rate

Of those leads, how many bind a policy. Industry benchmarks for P&C are often 15 to 25 percent. Life and final expense vary more.

Speed To Lead Lift

How much your close rate increases once you respond in under 60 seconds. Research shows 8x improvement vs. a 5 minute wait, so 30 to 50 percent lift is conservative.

WHY THE MATH WORKS

Small Improvements, Compound Impact

Insurance commissions recur. Every policy you add keeps paying. Every policy you miss keeps not paying.

1-2
Extra Policies Per Month

Typical break even for the Launch tier at $497.

12-18
Months of Retention

Policies usually stick. Your monthly lift compounds.

60s
Response Time

The single biggest lever in the close rate formula.

100%
Automated

Lift runs without you lifting a finger after setup.

Like the Numbers? Let Us Show You the System.

Book a free call. We will walk through your real lead volume, current funnel, and whether Launch, Build, or Command is the right tier for you.