Insights

Exports, persistency, funnel, and cohorts.

142 calls · 11 policies issued · 7.7% end-to-end

Calls (MTD)

142

this month

Quote rate

45.6%

quotes / conversations

Close rate

35.5%

policies / quotes

End-to-end

7.7%

policies / calls

Funnel

Each bar's width is the stage count this month, from your logged activity through to issued policies.

How each stage hands off to the next, this month.

Call → Conversation

47.9%

Conversation → Quote

45.6%

Quote → App

51.6%

App → Policy

68.8%

Calls, quotes, and apps over the trailing year.

What's working and where to focus, based on your own numbers.

Win
You're closing 35% of quotes this month — keep that quote-review follow-through going.
Win
46% of your conversations turn into a quote — strong discovery work.
Win
Call volume is up 11% vs last month — activity drives the whole funnel.