Lead Management & Evaluation System
#Leads 222
Sales %Sales
Life 23 10.4%
Sales Leads
Status Key:
Name Source Life Auto Home Health Sale No Insurance N
Adam Insure Me P C C S 1
Competitor’s Insurance C
Adrian All Quotes P P P N 0
Sale in Process P
AJ Insure Me P P N P 0
Sale S
Ann Marie BNI P P P N 0
Anna Referral S P N S 1
Annabel Referral N P C S 1
Anne All Quotes P S P N 1
Annette BNI P S N N 1
Barbara Net Quote N N N S 1
Brian Net Quote C P P C 0
Bridget Net Quote P P N P 0
Bronwyn Net Quote N P N C 0
Carey All Quotes C S P S 1
Carly BNI P N N C 0
Carlyn All Quotes SPPP 1
Dania Chamber N N N S 1
Daniel Danni All Quotes P C P S 1
Daphne BNI C P N N 0
Darcie Net Quote C N N S 1
Darlene Insure Me C P C N 0
Status
Diane Referral N N C P 0
Dolores All Quotes P N P N 0
Donna Referral P P N C 0
Doreen Cross Cross N P P S 1
Dorinda BNI PPPP 0
Dougal Cross Cross SPPS 1
echo All Quotes P C N P 0
Ed Net Quote C N C P 0
Fiona Insure Me P S P N 1
Florene Net Quote N P P P 0
Ghislaine All Quotes N P N P 0
Gillian Chamber P P P P 0
Gina Insure Me P N P N 0
Howie Chamber N P P S 1
Hunter Cross Cross P P N C 0
Jan Chamber N N N C 0
Jane Chamber N P P S 1
Janet Net Quote P N S P 1
Joanna BNI N S N S 1
Joe Chamber C S P C 1
Joshua Insure Me P C P S 1
Joy Referral P P P P 0
Joyelle Chamber C P C S 1
Judy Referral P N C S 1
Jules Chamber N P P N 0
Julia Referral P P N C 0
Julie BNI N P N P 0
June Net Quote P P C P 0
Karen Chamber S N P C 1
Karla Chamber P P N P 0
Karyn Insure Me N P S P 1
Kathryn Referral P P N P 0
Kathy Referral N P C P 0
Katie Chamber P N S S 1
Katy All Quotes P P N N 0
Katya Net Quote P N N S 1
Kaylynn BNI N N C P 0
Kelli Referral N P P S 1
Laudine Net Quote P P N N 0
Laura Insure Me P N N S 1
Lea Chamber N P C P 0
Linda Chamber P P N P 0
Lisa BNI P P N N 0
Mandy Chamber N N P C 0
Marcus Insure Me N P N N 0
Marcy Referral P S P P 1
Margaret Chamber N S N N 1
Margi All Quotes C S N S 1
Maxine Referral P P S P 1
Megan Referral S C N C 1
Melanie All Quotes C S N P 1
Melissa BNI N P C S 1
Melody Chamber C S N P 1
Mia BNI P N N P 0
Nichola Cross Cross P N N N 0
Nina All Quotes P N P C 0
Norma Cross Cross PPPP 0
Pam Chamber S N P C 1
Pamela Referral S N C P 1
Sandra All Quotes N S N P 1
Sandy BNI P P C P 0
Sarah Net Quote P N P S 1
Scott Chamber N P S C 1
Seana Insure Me NNNN 0
Taylor Referral P P N P 0
Terry Net Quote C P N S 1
Tina Insure Me S P C N 1
Tish All Quotes P N P P 0
Tom Chamber N N P N 0
Tonya Net Quote P P C S 1
Tracey Referral N P C P 0
Tracy Cross Cross N S P P 1
Closing Rates for each Data Source
Average of Sale
Source Total
All Quotes 44.83%
BNI 44.83%
Chamber 52.08%