Tools for insurance agencies

Rank published lead prices by cost per sale, sales a month and first-year commission minus lead cost at your budget.

Size a lead test so it can show a real difference, with minimum orders, deposits and a tracking checklist.

Shortlist agency management systems by lines written, setup, must-have features and start terms.

Pick one product per slot and see the cost, which picks connect and where they overlap.

Shortlist quoting software and P&C comparative raters by line, website quoting, access and start terms.

Shortlist booking tools by how leads get assigned, your calendar and CRM, reminders and HIPAA terms.

Shortlist dialers and phone systems by job, dialing mode, CRM and contract terms.

Estimate a monthly dialer bill from your seats, dials, minutes, texts and numbers.

See which contract terms each IMO discloses, compare up to four and get a list of what to ask before signing.

What your upline, aggregator or cluster costs or earns you compared with contracting direct, and the break-even production.

Find wholesalers and MGAs by line, admitted or E&S market, portal access and appointment terms.

Shortlist E&O programs by agent type, lines sold, how you buy and published policy terms.

Line up two or three E&O quotes, spot the terms that differ and get questions for your broker.

Shortlist insurance VA firms by model, licensed staff, worker location, AMS and start terms.

Shortlist insurance recruiters by search model, roles, lines and published fee and guarantee terms.

Cost your own producer or service seat against published VA prices and recruiter fees.

Find CE and pre-licensing providers that list courses or approvals in your state, with formats, reporting and prices.

See who keeps the domain, site, content, ad accounts, tracking numbers and data when you cancel, plus minimum terms.

Pick how you plan to use a list and see what each data provider says about calls, texts, email, mail, keeping and resale.