Insurance Express BI Sample — Agency Performance

Sample Data
Sample data — for demonstration only. All producer names, vendors, and figures are fictional.
AMS360-sourced metrics are validated against source reports before rollout.

Lead Vendor ROI

Paid-vendor economics only. Organic / Referral leads are shown in the table for context but excluded from cost and ROI KPIs.

Paid Leads Bought
Lead Vendor
2,350
paid vendors only
Total Paid Spend
Lead Vendor
$74,950
Cost per Paid Lead
Lead Vendor
$32
Cost per Bound Policy
AMS360
$201
paid vendors only

Vendor Performance

Lead VendorAMS360
VendorLeadsSpendBoundClosing %Cost / PolicyROI
Lead Vendor C510$12,7509618.8%$133540%
Lead Vendor A820$24,60015619.0%$158439%
Lead Vendor B640$22,4007812.2%$287196%
Lead Vendor D380$15,2004211.1%$362135%
Organic / ReferralNon-paid2106129.0%

Closing Ratio by Lead Source

Zoho

Leads Bought & Spend Over Time

Lead Vendor