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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.

OR

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