Sales Analytics — InsurFit IQ

Lead → Client

15.8%

Full-funnel conversion

Win Rate

45.2%

28 issued / 34 lost

Avg Sales Cycle

80 days

Created to close on issued business

Issued Revenue

$65K

$531K premium placed

Funnel Conversion

Volume and step conversion by stage

Stage Velocity

Average days in stage versus the stall threshold

Lead Source Performance

Volume, conversion, revenue and return on acquisition cost


Referral	Referral	15	17	4	26.7%	$11,405	3206%
Affiliates	Partner	13	15	3	23.1%	$11,203	6055%
Gym Partnerships	Partner	17	15	3	17.6%	$8,735	756%
Instagram	Paid	8	10	3	37.5%	$7,888	1516%
Facebook	Paid	16	10	3	18.8%	$7,860	293%
Fitness Expos	Event	10	15	4	40.0%	$6,354	622%
Agents	Agent	13	15	3	23.1%	$5,350	904%
Google	Paid	14	15	3	21.4%	$3,283	190%
Bodybuilding Events	Event	14	10	2	14.3%	$2,984	117%

Referral
Leads
15
Opportunities
17
Issued
4
Conversion
26.7%
Revenue
$11,405
ROI
3206%
Affiliates
Leads
13
Opportunities
15
Issued
3
Conversion
23.1%
Revenue
$11,203
ROI
6055%
Gym Partnerships
Leads
17
Opportunities
15
Issued
3
Conversion
17.6%
Revenue
$8,735
ROI
756%
Instagram
Leads
8
Opportunities
10
Issued
3
Conversion
37.5%
Revenue
$7,888
ROI
1516%
Facebook
Leads
16
Opportunities
10
Issued
3
Conversion
18.8%
Revenue
$7,860
ROI
293%
Fitness Expos
Leads
10
Opportunities
15
Issued
4
Conversion
40.0%
Revenue
$6,354
ROI
622%
Agents
Leads
13
Opportunities
15
Issued
3
Conversion
23.1%
Revenue
$5,350
ROI
904%
Google
Leads
14
Opportunities
15
Issued
3
Conversion
21.4%
Revenue
$3,283
ROI
190%
Bodybuilding Events
Leads
14
Opportunities
10
Issued
2
Conversion
14.3%
Revenue
$2,984
ROI
117%

Producer Performance

Pipeline, win rate and score quality by producer


Dana Brooks	6	4	$18,975	$5,560	40%	66	1
Renee Alvarez	6	3	$12,356	$1,092	50%	67	—
Naomi Chen	6	5	$7,123	$2,952	50%	63	—
Sarah Mitchell	6	3	$7,063	$850	50%	62	1
Priya Raman	6	5	$6,663	$9,420	40%	64	—
Devin Wallace	6	3	$5,727	$709	50%	54	—
Tobias Nguyen	6	5	$5,704	$8,819	40%	59	—
Curtis Hale	6	5	$5,337	$4,624	50%	58	2
Simone Wexler	6	3	$5,027	$3,450	50%	62	—
Camille Foster	6	2	$4,905	$1,715	33%	67	—
Kendall Boyd	6	2	$4,484	$1,526	33%	63	1
Elliot Pace	6	3	$3,230	$1,458	50%	61	1
Alex Carter	6	3	$3,116	$1,363	50%	58	1
Roman Petrov	6	2	$2,794	$5,800	33%	58	1
Grant Whitaker	6	2	$2,363	$1,050	33%	56	—
Marcus Reed	6	2	$2,281	$3,010	67%	59	—
Jordan Ellis	6	2	$2,118	$1,550	33%	56	1
Bianca Solano	6	2	$2,080	$1,550	33%	61	—
Hugo Ferreira	6	2	$1,968	$5,547	67%	62	1
Maya Lindqvist	6	2	$1,558	$3,017	67%	56	—

Dana Brooks
Leads
6
Open Deals
4
Weighted Revenue
$18,975
Issued Revenue
$5,560
Win Rate
40%
Avg IQ Score
66
Stalled
1
Renee Alvarez
Leads
6
Open Deals
3
Weighted Revenue
$12,356
Issued Revenue
$1,092
Win Rate
50%
Avg IQ Score
67
Stalled
—
Naomi Chen
Leads
6
Open Deals
5
Weighted Revenue
$7,123
Issued Revenue
$2,952
Win Rate
50%
Avg IQ Score
63
Stalled
—
Sarah Mitchell
Leads
6
Open Deals
3
Weighted Revenue
$7,063
Issued Revenue
$850
Win Rate
50%
Avg IQ Score
62
Stalled
1
Priya Raman
Leads
6
Open Deals
5
Weighted Revenue
$6,663
Issued Revenue
$9,420
Win Rate
40%
Avg IQ Score
64
Stalled
—
Devin Wallace
Leads
6
Open Deals
3
Weighted Revenue
$5,727
Issued Revenue
$709
Win Rate
50%
Avg IQ Score
54
Stalled
—
Tobias Nguyen
Leads
6
Open Deals
5
Weighted Revenue
$5,704
Issued Revenue
$8,819
Win Rate
40%
Avg IQ Score
59
Stalled
—
Curtis Hale
Leads
6
Open Deals
5
Weighted Revenue
$5,337
Issued Revenue
$4,624
Win Rate
50%
Avg IQ Score
58
Stalled
2
Simone Wexler
Leads
6
Open Deals
3
Weighted Revenue
$5,027
Issued Revenue
$3,450
Win Rate
50%
Avg IQ Score
62
Stalled
—
Camille Foster
Leads
6
Open Deals
2
Weighted Revenue
$4,905
Issued Revenue
$1,715
Win Rate
33%
Avg IQ Score
67
Stalled
—
Kendall Boyd
Leads
6
Open Deals
2
Weighted Revenue
$4,484
Issued Revenue
$1,526
Win Rate
33%
Avg IQ Score
63
Stalled
1
Elliot Pace
Leads
6
Open Deals
3
Weighted Revenue
$3,230
Issued Revenue
$1,458
Win Rate
50%
Avg IQ Score
61
Stalled
1
Alex Carter
Leads
6
Open Deals
3
Weighted Revenue
$3,116
Issued Revenue
$1,363
Win Rate
50%
Avg IQ Score
58
Stalled
1
Roman Petrov
Leads
6
Open Deals
2
Weighted Revenue
$2,794
Issued Revenue
$5,800
Win Rate
33%
Avg IQ Score
58
Stalled
1
Grant Whitaker
Leads
6
Open Deals
2
Weighted Revenue
$2,363
Issued Revenue
$1,050
Win Rate
33%
Avg IQ Score
56
Stalled
—
Marcus Reed
Leads
6
Open Deals
2
Weighted Revenue
$2,281
Issued Revenue
$3,010
Win Rate
67%
Avg IQ Score
59
Stalled
—
Jordan Ellis
Leads
6
Open Deals
2
Weighted Revenue
$2,118
Issued Revenue
$1,550
Win Rate
33%
Avg IQ Score
56
Stalled
1
Bianca Solano
Leads
6
Open Deals
2
Weighted Revenue
$2,080
Issued Revenue
$1,550
Win Rate
33%
Avg IQ Score
61
Stalled
—
Hugo Ferreira
Leads
6
Open Deals
2
Weighted Revenue
$1,968
Issued Revenue
$5,547
Win Rate
67%
Avg IQ Score
62
Stalled
1
Maya Lindqvist
Leads
6
Open Deals
2
Weighted Revenue
$1,558
Issued Revenue
$3,017
Win Rate
67%
Avg IQ Score
56
Stalled
—