Agency Position Scorecards

Reports to Agency Manager

Licensed Outbound Sales Producer

Generate new business from outbound lists. Quote and close the call end to end, no handoff.

1. Outbound dials completed

Logged outbound dial attempts for the week · Dialer report

2. Talk time (hours)

Total live conversation time · Dialer report

3. Households quoted

Fact find completed and a quote presented · CRM (GHL)

4. Households sold

Unique households with at least one bound item · Agency mgmt system

5. Items written

Total policy items bound · Agency mgmt system

6. New premium written

Annualized written premium on bound business · Agency mgmt system

7. Close rate

Households sold divided by households quoted · Calculated

8. X dates captured

Renewal dates logged on not now outcomes · CRM (GHL)

9. Call review score (0 to 11)

Manager scores one recorded call using the Module 1 scorecard · Manager review

Runs the playbook

Uses the documented flow and language rather than improvising.

Average —

Documents in the moment

CRM notes, dispositions, and next steps entered the same day.

Average —

Coachable

Applies feedback from call reviews and 1:1s without repeat correction.

Average —

Owns the follow through

Commitments land on time without a reminder.

Average —

Holds the compliance line

Stays inside licensing limits and agency guidance in every contact.

Average —

Adds to the team

Shares what works, covers gaps, keeps the room professional.

Average —