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Producer partnership value calculator

Model introductions, qualified opportunities and expected contribution from an insurance partnership program.

1. Relationship funnel

This is a planning model for relationship-building activity—not a referral-fee or commission calculator.

Agents you expect to include in the relationship-building program.

%

Introductions ÷ prospective agents, based on your own past results.

%

Qualified opportunities ÷ introductions.

%

Wins ÷ qualified opportunities.

2. Economics
$

Your own estimated first-year contribution or gross profit.

$

Your program cost—not a referral payment, gift, rebate, or incentive.

Need agent coverage for your program?

Browse available state-by-state agent data before you decide where to build relationships.

Explore state data
Planning model only. Results reflect only the assumptions you enter and are not a prediction of introductions, sales, revenue, or legal compliance.