Free Diagnostic Tool
How does your daily activity compare to top insurance producers?
A 5-minute self-assessment that benchmarks your daily habits against patterns in 12,400+ producer-day activity records. Get your score and personalized recommendations the moment you finish.
Free assessment · ~5 minutes
How does your daily activity compare to top insurance producers?
12 questions across four categories — Activity Volume, Pipeline Discipline, Sales Skill, and Mindset & Coaching. You'll see your score and personalized recommendations the moment you finish. No email required to see your result.
- Score yourself out of 100 against the patterns of top-decile producers
- Get a category breakdown that shows where your biggest near-term lift is
- Receive 3 specific resources tied to your weakest area
- Optional: get a personalized PDF report emailed to you
What the scorecard actually measures
Most insurance producer assessments measure the wrong things — personality types, communication styles, motivational archetypes. None of those predict close rate. The five activity metrics that do predict close rate are spread across the four categories below, and the scorecard scores you on all of them.
Activity Volume
How many conversations and quotes you produce in a typical day. Volume is the most-gamed metric; we score it against quality thresholds (real conversations, real quotes, real follow-ups), not raw dial counts.
Pipeline Discipline
Whether your activity is logged, reviewed, and protected from being crowded out by service work. Pipeline coverage under 3.0x is the earliest reliable signal of an upcoming missed quota.
Sales Skill
Opener consistency, objection handling, and the habit of reviewing your own recorded calls. The producers in the top decile of our dataset all reviewed at least one of their own recordings every day.
Mindset & Coaching
Manager coaching cadence, written goals, and how you process rejection. Weekly recorded-call review with structured feedback is the single largest lever on 12-month producer retention.
What the report includes
Once you finish, you'll see a score out of 100 with a tier label (Building Foundation, Solid Performer, or Top Producer), a category-level breakdown so you know where the biggest near-term lift is, and three resource recommendations tied specifically to your weakest category. Want it in writing? Drop your email and we'll generate a personalized PDF you can save or share with a manager.
The scoring rubric is calibrated against patterns in 12,400+ producer-day activity records from insurance producers using Insurance Sales Coach as a daily coaching tool. The thresholds for full points on each question (60+ dials per day, weekly call review, same-day follow-up) reflect what we consistently see in top-decile producers, not arbitrary benchmarks.