Anonymized results from agencies running Agent Lead Engine. Names and specifics changed to protect client confidentiality, numbers are real and pulled from CRM dashboards.
Independent shop, 4 producers, lines: personal auto, home, umbrella, small commercial. Plan: Build tier, launched in Q4.
Average first contact time: 6 hours 22 minutes. Leads called back "when I can get to it" between quoting appointments.
Average first contact time: 47 seconds via automated SMS. Live pickup within 4 minutes 78 percent of the time.
Rose from 11 percent of leads to 29 percent booking a quote appointment.
Monthly bound premium up 41 percent over baseline three months in.
"The speed to lead automation alone paid for the whole package the first month. My producers stopped losing deals to the agent who called back first."
Captive alum turned independent, 2 producers, commercial focus: BOP, general liability, workers comp, commercial auto. Plan: Command tier, launched in Q1.
Lead sheet in Excel, follow up via memory. Two to three weeks between initial contact and a quote in many cases.
Pipeline with 6 stages, automated follow up every 3 to 5 days. Quote delivered inside 48 hours.
Automated review and referral ask post bind. 14 reviews in first 90 days, from zero prior year.
Renewal automation fires 90, 60, 30 days out. Retention moved from 82 percent to 94 percent.
"I wasted years trying to build this myself. ALE shipped in 12 days what I could not cobble together in a year."
Independent Medicare agent, 1 producer, focus: Medicare Advantage, Medicare Supplement, ACA cross sell. Plan: Launch tier, onboarded before AEP.
Missed 30 to 40 percent of inbound calls during AEP rush. No voicemails returned same day. High lead waste.
Missed call text back recovered 18 of 24 missed calls in first AEP week. Every caller got a same day touch.
Applications written during AEP up 62 percent over prior year with same lead spend.
Birthday and renewal texts automated, freeing roughly 4 hours per week of manual outreach.
"AEP used to break me. This year I had the best season of my career and was not running on fumes by November."
Across dozens of agency launches, these are the metrics that shift fast and the ones that take longer.
| Metric | Typical Lift | Time to See It |
|---|---|---|
| Speed to Lead | From hours to seconds | Week 1 |
| SMS Reply Rate | 3x to 6x baseline | Week 2-4 |
| Booking Rate | +15 to +20 points | Week 2-6 |
| Missed Call Recovery | 60 to 80 percent of misses | Week 1 |
| Review Volume | 5x to 15x prior year | Month 2-3 |
| Bound Premium | 20 to 50 percent lift | Month 2-6 |
| Retention | +5 to +12 points | Month 6-12 |
Results vary. These ranges reflect agencies that actively work their CRM and respond to inbound activity, not set and forget.
Book a call and we will scope what realistic lift looks like for your agency size, lines, and lead mix.