Most agencies run blind. ALE ships with a real time KPI dashboard showing close rate, retention, speed to lead, and producer productivity.
Most agencies know annual revenue but cannot tell you close rate by source or retention by producer. That kills growth decisions.
Without source level close rates, you overspend on bad lead channels.
Without retention by producer, you cannot coach or incentivize.
Speed to lead is the biggest conversion lever but most agencies do not measure it.
See close rate by lead source, channel, and campaign.
Track time from lead in to first touch.
See 12 month retention by producer, carrier, and line.
Track Google review volume and rating trend.
See revenue per producer, per line, per carrier.
Forecast pipeline value and expected close.
Need visibility across the team.
Making hiring decisions.
Rebuilding the book, need baselines.
Measuring source level ROI.
Core KPI dashboard, close rate, speed to lead, review tracking.
Adds AI receptionist, custom dashboards, producer level reporting.
Book a 20 minute demo. We will show you the KPI dashboard and agency metrics.