HERE'S HOW IT WORKS
Three steps to a better lead process
A couple of minutes is all it takes to see what’s working, what’s getting in the way, and where you can improve.
Answer 15 quick questions
Tell us how your agency handles internet leads today, from the first contact to the final sale.
See your results instantly
See where your team is doing well and where opportunities are slipping away. Know what to focus on next.
Leave with a plan
Get practical recommendations based on your answers, so you know exactly what to work on first.
WHAT YOU'LL BE SCORED ON
Three areas that shape your lead results
Your score is based on the parts of your sales process that have the biggest impact on turning internet leads into policies.
Speed to Lead
How quickly your team connects with new leads. Faster responses lead to more quoted opportunities.
Follow up
The consistency of your follow up. We look at what happens after the first conversation and whether leads stay engaged.
Process & Accountability
The systems behind your sales process, including tracking, coaching, and the habits that help your team stay consistent.
Ready to get your score?
Take the assessment to see where your agency is performing well, where there’s room to improve, and which changes could make the biggest difference.
