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

Sofia Marchetti

Tier 2 Team A Rank #4 Active
Updated Jul 19, 8:00 AM CT
Agency FYC
$20.3K
135% of target
Commission
$5.1K
earned
Policies
46
34 enrollments
Avg FYC / policy
$440
first-year
Appointments
135
15% no-show
Dials
914
30.18h talk

Goal pacing

Vs. monthly target

Revenue 135%
$20,260 / $15,000
Policies 121%
46 / 38

Product mix

46 policies

46 policies
  • Med Supp 18 · 39.13%
  • MAPD 13 · 28.26%
  • DVH 5 · 10.87%
  • Hospital Indemnity 3 · 6.52%
  • Critical Illness 2 · 4.35%
  • Final Expense 2 · 4.35%
  • Life 2 · 4.35%
  • PDP 1 · 2.17%

Activity

Call feed this month

Dials914
Talk time30.18 h
Connects251
Appointments135

Revenue by lead source

Their FYC by channel

Meta $8,572
17 policies
VSL $4,644
11 policies
Google $3,194
7 policies
Veteran $2,830
8 policies
Webinar $930
2 policies
Referral $90
1 policies

Top carriers

By FYC written

Aflac $4,213
9 policies
Cigna $3,633
8 policies
Anthem $3,099
6 policies
Bankers Fidelity $2,644
5 policies
Aetna $1,395
4 policies
Devoted $1,295
4 policies