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Welcome
This is your personalized agent calculator. See your exact numbers and plan your year with confidence.
Enter Your Numbers
Enter the number of clients in your book. You can adjust the advanced options, or use the default averages.
Advanced Options
These values are pre-filled with standard assumptions. You can adjust them if needed.
See Your Results
Click calculate to view your numbers.
Your Results
Reminder: these numbers are not meant to stress you out, they are a guide. Use them to create goals.
Client Policy Reviews Per Month
Estimated Call Attempts Per Day
Next Step
Now you know your agencies numbers, it’s time to set some goals
If you'd like us to make policy review calls, contact your account manager.​​
If you'd like to make these calls in-house, here's 12 common calling mistakes.
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