Agency admin hours-saved calculator
How many admin hours a year you could free up, from your clients, tasks and automation assumption.
The question it answers: How many admin hours do we spend a year, and how many could we free up?
Open the toolFree tools for insurance and pension agencies
Five short calculators and checks for agency owners and managers. Each tool takes the numbers you enter and shows a scenario, with an explanation of how it is calculated and what it does not tell you.
FreeLast updated 14 October 2026
Results are an illustration from the assumptions you enter. They are not an industry measure, not a comparison with other agencies and not a promise of a result.
Sales funnel calculator for insurance agencies
Enter leads and stage-to-stage rates to see the clients it yields a year and which stage to improve first.
The question it answers: How many new clients does our funnel yield a year, and where should we improve?
Open the toolSales pipeline health check for your agency
Enter how many leads reached each stage to see the sharpest drop and whether open leads are being left waiting.
The question it answers: Where does our pipeline get stuck, and which leads are waiting with no response?
Open the toolLead response time model: what a faster reply could change
Pick a reply time, enter leads and conversion, and see a scenario on a stylised curve, not an industry figure.
The question it answers: What would a faster first response change, in a scenario built from our own assumptions?
Open the toolCRM and automation readiness check for your agency
Ten statements across five areas: a score, a chart and up to three first steps based on your answers.
The question it answers: How ready is our agency for a CRM and automation, and where should we start?
Open the tool
Not sure what a term means?
The glossary has short definitions of the clearing house, Har HaBituach, client authorisation, e-signing and more.
To the glossaryWant to go through your own numbers together?
We will go through your process and show what it looks like inside one system.
