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The formula for lead ROI

This guide walks through lead ROI end-to-end: the formulas, the benchmarks, how to track attribution, how to compare providers fairly, when…

Lead source ROI is the return you get on every dollar you spend with a specific lead provider. It's the one number that tells you whether a…

Yes, and it reads SOLD in the log. Conversions and Marketing ROI count billable leads only, so it adds nothing there.

The Marketing ROI tab on the Leads page shows what each lead vendor cost, what it sold, and what your office kept after paying producers.

…matching, and Retail Cost, tagged ROI, then Subsidy, Net Cost, Product Line, State, Lead Profile and a few more. The import works without…

…still run production, commissions, and lead ROI in spreadsheets. For some, that's fine. For most, it's leaving money on the table. Here's…

Lead and ROI metrics

Choose the Leads Log tab, beside Conversions and Marketing ROI.

A producer whose close rate drops from 30% to 22% costs the agency ~$40K/year on the same lead volume

Useful for high-level ROI math (how many policies per dollar spent on leads). Not useful for coaching — it doesn't tell you where the…

The Leads page puts every lead vendor in one table, so you can see who converts before you look at what each one costs.

The line above it, Lead → customer, is lead conversion: it is built from leads matched to sales, not from quotes, and Reading the ROI page…

Leads has a Snapshot button too, beside its Conversions, Marketing ROI and Leads Log tabs. It works differently: it captures the open tab as…

The Leads page, where each vendor is a row on Conversions and on Marketing ROI.

No — CPP is pure lead spend per policy. Service cost is a separate number for the full ROI calculation.

Lead vendor ROI · Lead vendor ROI, with leads matched to sales · Not stated on their site

On Marketing ROI, a lead vendor's Spend is net of credited returns. Above the Sources table, Columns adds Leads received, Leads billed,…

Marketing return · Lead vendor ROI, with each lead matched to the sale it became · "Marketing Source ROI"

Marketing return · Lead vendor ROI, with each lead matched to the sale it became · "Employee & Marketing ROI"

Lead vendors · Lead vendor ROI, with leads matched to sales · Its ECRM integration sends marketing source (help article updated April 20,…

Lead spend & ROI: tagged Sensitive. Lead Spend, Premium Generated and Office Earnings, then Cost / Converted Lead and Cost / Sale for each…

Written By — always required. Credit, leaderboards and pay all need it.

Agency Edge puts an insurance agency's team production, pay, lead ROI, goals and calendar in one place.

Leads: internet leads, provider ROI and which leads became sales.

…line off hides it from the sale form, ROI, leaderboards and reports. Home card shows the line as a card on Home.