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What it means: They're getting more volume but converting less of it. Usually lead-quality issue or they're overwhelmed.

How do I enter months from before we started using Agency Edge?

Getting data out · The owner downloads everything as spreadsheets · Activity notes can be exported; no other export is described on their…

Getting data out · The owner downloads everything as spreadsheets · A data export feature is not stated on their site

Trial. Its sign-up page says "Get Started for Free" and "No Credit Card Required". The length of the trial is not stated.

…is read from your computer. Press Get started.

…most agencies. Producers think they're getting shortchanged. Owners think they're paying too much. Both sides spend hours in spreadsheets…

Bots or fake leads: lead provider's supply is getting polluted.

…one line for each change: the month it started, what changed, and who made it. A change that has not started yet is marked as scheduled.

…shows the newest rate that has already started, with its Annual, Monthly and Every 2 weeks amounts. A rate dated in the future does not…

Four numbers tell you whether your book is getting stronger or weaker.

New product launches — getting everyone focused on selling life or commercial

They're getting to the conversation but not earning the sale. This is usually coachable — objection handling, pricing confidence, or the…

You started the year with 1,200 active policies. During the year:

If you started the change by mistake, press Cancel the change. Your sign-in email stays as it was.