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Estimate the activity required to reach a funded premium target.
Connect premium goals to appointments, cases, and marketing activity.
WHAT PREMIUM REPRESENTS
Premium is the funded result of an advisory process.
It is the point where a client commits capital into a contract. That outcome follows a sequence of actions that occur before it.
The calculator is built around that sequence.
WHAT THE CALCULATOR DOES
The calculator connects a premium target to the steps required to reach it.
It estimates:
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funded cases required
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written cases required
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appointments required
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held meetings
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upstream activity needed to support those outcomes​​
It also accounts for common transitions between stages, including:
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appointment-to-meeting drop-off
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written-to-funded case movement
The output is not a prediction.
It is a structured estimate of activity.
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