PM PRACTICE • MANAGEMENT • PRACTICE • MANAGEMENT •
Practice Management
ROI Calculator
Find out what your agency could gain with a few focused changes
Don't know your exact numbers? The sliders below start at realistic defaults — move any of them to match your agency.
Life Production Deepen relationships
P&C Retention Strengthen engagement
Commission Opportunity Increase profitability
ROI Summary
Life Production Uplift
Deeper client relationships translate into more life protection and more revenue.
Increase in life apps per month 5
1100
Average life app premium $1,250
$500$10,000
Commission rate 50%
20%100%
Annual Opportunity
$0
in additional life commission per year
P&C Retention
The financial impact of keeping more clients engaged year after year.
P&C policies in force 2,000
50020,000
Improvement in lapse rate 3%
0%20%
Average annual premium per policy $2,000
$1,000$20,000
Your commission rate 7%
1%20%
Annual Opportunity
$0
in commission retained per year
Commission Opportunity
Small improvements in commission can create significant long-term income.
Total premium on your current book $1,500,000
$500K$30M
Current commission rate 9%
8%16%
Target commission rate 11%
8%16%
Annual Opportunity
$0
in additional earnings from increased commission
ROI Summary
Your combined annual opportunity across all three areas.
Life Production $0
P&C Retention $0
Commission Opportunity $0
Total Annual Opportunity
$0
combined across all three areas
If You Captured This Opportunity
Conservative
25% captured
$0
per year
Moderate
50% captured
$0
per year
Strong
75% captured
$0
per year
Figures shown are illustrative based on the inputs above and are not a guarantee of results.
If You Captured This Opportunity
Conservative
25% captured
$0
per year
Moderate
50% captured
$0
per year
Strong
75% captured
$0
per year
Figures shown are illustrative based on the inputs above and are not a guarantee of results.