Stop quoting leads that were never going to bind
Answer three quick questions for an instant estimate. No CRM login, no data export, no cost.
Estimate what non-binding quotes cost you
30
20%
$3,500
288 hrs
Producer hours/year on quotes that never bound
$1,008,000
Annual premium quoted but never bound
A rough estimate based on your inputs. The real number comes from your actual quote history.
Get my real number, free47 hrs
Avg lead follow-up
15–25%
Avg quote-to-bind rate
$100k+
Value of a 10pt close-rate lift
How it works
- 1Send your last 90 days of quotes
Want the real number instead of the estimate? Export from your AMS, or upload the file below.
- 2We score every quoted lead
Fit against your book, carrier appetite, and what actually bound before.
- 3You get a plain-language report
Where producer hours leaked, and what a fit filter would have saved.
What's in the report
- Percentage of quoted leads that had no realistic shot at binding
- Producer hours spent on those leads, estimated in dollars
- Traits that separate your best-fit leads from your worst
- A short call to walk through the findings, no obligation
Agencies who like what they see in the fit check often ask us to run it ongoing, scoring new leads as they come in. From there, some hand us the follow-up too. That's a separate conversation for later, not part of this offer.
Get your free lead fit check
Send your last 90 days of quoted business. No cost, no AMS login.
Frequently asked questions
- Do I need to give you AMS access?
- No. An exported spreadsheet of quoted leads from the last 90 days is enough.
- Is this really free?
- Yes. The report and the walkthrough call cost nothing, no strings attached.
- What if we don't have clean data?
- Most agencies don't. We work with whatever export your AMS gives you.