The production dashboard built for Life Insurance agencies.
Life insurance sales cycles are longer. Your data needs more context.
Life insurance -- whether term, whole life, or indexed universal life -- involves longer sales cycles, multiple touchpoints, and higher average premium values than most other insurance lines. Skarvo tracks every stage in your pipeline by agent: contacts worked, appointments set, appointments held, and deals closed. You can see at a glance where leads are stalling in the process and which agents are moving them through most efficiently.
Identify your highest-value agents by pipeline efficiency.
In life insurance, close rate and average premium both matter. Skarvo tracks close rate by agent so you can identify who is converting the most appointments into policies. When one agent is closing at twice the rate of another, comparing their call-to-appointment and appointment-to-close ratios tells you what to replicate across the rest of the team.
Manage lead costs against actual closed business.
Life insurance leads -- especially IUL and whole life internet leads -- can be expensive. Skarvo's cost-per-close metric lets you track whether your lead spend is generating profitable return. Enter your ad spend and Skarvo calculates cost per appointment and cost per closed deal, updated daily so you can make lead allocation decisions while there is still time in the month to act.
What Skarvo tracks
The metrics that matter for Life Insurance agencies.
Dials per agent per day
The foundation of all life insurance production. Without consistent dials there is no pipeline.
Appointments set and held
Life insurance requires a needs analysis conversation. Tracking appointment volume tells you whether agents are getting in front of enough people.
Close rate on held appointments
The most direct measure of presentation quality and product fit. Low close rate with high show rate means the sales conversation needs work.
Show rate
Low show rate in life insurance often indicates lead quality or confirmation process problems. Skarvo surfaces it daily so you can investigate immediately.
Cost per close
With IUL and whole life leads costing $50 to $200 or more, knowing your cost per close is essential for understanding agency profitability.
Built specifically for Life Insurance agency owners.
Connect your CRM and see every agent's production — dials, show rate, close rate — by the next morning.