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ROI Calculator

Calculate Your Insurance Agency ROI

Model the revenue, time, and savings a change in your close rate would be worth. The figures below are an illustrative scenario built from your inputs — not a measured or promised result.

TCPA-Oriented Consent Controls
HIPAA-Ready Infrastructure
GLBA-Aligned Safeguards
AG 49-A Illustration Checks
256-bit Encryption
Built for Insurance Agents

Your Numbers

Total inbound leads across all sources

Percentage of leads that convert to policies

1%60%

Your average first-year commission

Data entry, follow-ups, scheduling, compliance paperwork

CRM, dialer, marketing, compliance tools combined

Your Projected Results

Monthly revenue increase

$1,800

Additional policies / mo

2

Hours saved / week

5.0 hrs

Monthly tool savings

$361

Total Annual ROI

$25,932

Illustrative scenario only. Assumes a 30% relative close-rate improvement and a 50% reduction in admin time; CoverAgent does not measure or promise either outcome, and your results will differ.

Annual additional revenue ($21,600) + annual tool savings ($4,332) vs. CoverAgent Pro at $99/mo.

Real-World Example

A 5-Agent Agency, 200 Leads/Month

Here is what the numbers look like for a mid-size agency with a 15% close rate and $800 average commission.

Monthly Revenue Increase

$7,200

Additional Policies / Month

9

Hours Saved / Week

20 hrs

Annual Tool Savings

$13,212

Total Annual ROI

$99,612

CoverAgent replaces the separate CRM, dialer, funnel builder, and compliance tools most agencies pay for individually — the estimate above reflects consolidating that stack into one insurance-specific platform.

How the savings add up

One platform vs. a multi-tool stack

Get Started

Ready to see these results?

Start your 7-day Pro trial today or book a personalized demo with our team.