Lead Machine Scorecard™
How healthy is your agency's Lead Machine?
Stop guessing. Start measuring.
Complete this assessment and discover your agency's strengths, weaknesses, and opportunities for growth. At the end, you'll receive your Lead Machine Score™ (out of 100) and a complimentary strategy session to review your results.
Lead Generation
1. Approximately how many referrals does your agency receive each month?
2. Where do most of your new customers come from? (Select all that apply)
3. If referrals stopped tomorrow...
Referral Systems
Rate yourself from 1 (never) to 5 (always).
We intentionally ask every satisfied customer for referrals.
We have a referral process every team member follows.
We consistently thank referral partners.
We intentionally build relationships with Realtors, Loan Officers, Financial Advisors, and CPAs.
Marketing
How often does your agency post educational videos?
Does your agency have: (Select all that apply)
Our community views us as the trusted insurance experts. (Rate 1–10)
Sales
Current agency close ratio (%)
Does every producer follow the same sales process?
Do your producers regularly role-play?
Do your producers ask: "Other than price, what is most important to you about your insurance?"
Leadership
Do you currently have: (Select all that apply)
How aligned is your team around your vision? (Rate 1–10)
Your Message
Can every employee answer: "Why should someone choose your agency?"
What makes your agency different?
Imagine we're sitting here one year from today. You smile and say:
"This was the best year our agency has ever had."
What happened?
Unanswered questions count as zero — answer everything for an accurate score.