[Template] Sales metrics calculator for insurance agents

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Track your sales metrics to grow your agency

Download our Free Template to calculate your key sales metrics. The calculator will consider past and current sales performance to determine your growth rate and profitability moving forward. Utilizing Sales metrics at your agency will give you an advantage over the competition and accelerate your growth.

What you’ll find:

  • Instructions on how to use the template
  • Customer Acquisition Cost calculation
  • Customer Lifetime Value calculation
  • Key sales efficiency ratios


Sign up to download your template!