DASHBOARDS

Insurance Agent Dashboards.

If you cannot see it, you cannot grow it. ALE dashboards show close rate, speed to lead, retention, and pipeline.

MOST AGENCIES REPORT MONTHLY AT BEST

Most Agencies Report Monthly At Best

Monthly reports miss moments. Real time dashboards give daily course correction.

No Real Time Data

Decisions made on stale data.

No Producer Dashboards

Cannot see individual performance.

No Pipeline Forecast

No visibility to future revenue.

DASHBOARD PLAYBOOK

Dashboard Playbook

01

Close Rate Dashboard

Close rate by source, producer.

02

Speed To Lead Dashboard

Response time tracked.

03

Pipeline Forecast

Revenue forecast 30, 60, 90 day.

04

Retention Dashboard

12 month retention.

05

Producer Leaderboard

Team performance ranking.

06

Activity Dashboard

Dials, emails, SMS by producer.

WHO THIS FITS

Who This Helps

Agency Owners

Running the agency.

Sales Managers

Coaching producers.

Multi Producer Agencies

Team visibility.

Growth Stage Agencies

Scaling ops.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Close rate, speed to lead, pipeline, retention dashboards.

  • Core CRM
  • Close rate dashboard
  • Speed to lead dashboard
  • Pipeline forecast
  • Retention dashboard
SEE PACKAGES

See The Whole Agency.

Book a 20 minute demo. We will walk through the dashboards.