AgentRecon OS demo — synthetic data, fictional agency. Built by a Medicare agency owner who runs this daily. Book 15 min
← All closers
NB

Naomi Brooks

Tier 1 Team A Rank #5 Active
Updated Jul 19, 8:00 AM CT
Agency FYC
$20.2K
88% of target
Commission
$4K
earned
Policies
44
35 enrollments
Avg FYC / policy
$458
first-year
Appointments
93
18% no-show
Dials
780
33.65h talk

Goal pacing

Vs. monthly target

Revenue 88%
$20,155 / $23,000
Policies 90%
44 / 49

Product mix

44 policies

44 policies
  • MAPD 20 · 45.45%
  • Med Supp 9 · 20.45%
  • Final Expense 7 · 15.91%
  • DVH 2 · 4.55%
  • Hospital Indemnity 2 · 4.55%
  • Critical Illness 2 · 4.55%
  • PDP 1 · 2.27%
  • Life 1 · 2.27%

Activity

Call feed this month

Dials780
Talk time33.65 h
Connects333
Appointments93

Revenue by lead source

Their FYC by channel

VSL $5,048
12 policies
Meta $4,890
10 policies
Google $3,130
6 policies
Webinar $2,472
7 policies
Referral $2,325
4 policies
Veteran $2,291
5 policies

Top carriers

By FYC written

Bankers Fidelity $3,198
7 policies
Cigna $3,099
6 policies
UnitedHealthcare $2,522
5 policies
Anthem $2,492
5 policies
Mutual of Omaha $2,417
5 policies
Aflac $2,068
4 policies