Measure account and acquisition economics

Follow inquiries through confirmed business, commissions and service cost.

Brokerage operations · Company admin

How it works

Record acquisition source/campaign where available and keep opportunity ownership current.
Link actual quotes, confirmed policies and commission receipts to the request.
Record servicing time, costs and relevant overhead assumptions.
Compare retained commission, won business and account/source economics; inspect missing inputs before drawing conclusions.
Use the results to choose niches and channels worth growing.

What to check

Reports reflect entered/imported evidence. Missing costs or unreceived commissions can distort profit; traffic and page counts do not establish profitability.

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