Insurance agency professional analyzing data and ROI metrics
Free Tools

Free Insurance Agency Calculators

See exactly how AI impacts your agency's bottom line. Four interactive calculators built specifically for independent insurance agencies, no email required.

Jump to a Calculator

  1. ROI & Payback Calculator — See your return on investment for each implementation phase
  2. Cost of Inaction Calculator — Find out what doing nothing is costing you every month
  3. Team Capacity Calculator — Compare hiring vs. automating to handle more clients
  4. Agency Valuation Calculator — Estimate how AI-powered systems impact your exit value
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ROI & Payback Calculator

Enter your agency's numbers to see projected return on investment across each phase. Most agencies see payback within 60-90 days of Phase 1.

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Cost of Inaction Calculator

Every month you wait costs your agency real money. This calculator shows the compounding cost of maintaining the status quo over 1, 3, and 5 years.

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Team Capacity Calculator

When you need to handle more clients, should you hire or automate? See the cost comparison and capacity gains for both paths side by side.

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Agency Valuation Calculator

Thinking about selling or planning your exit? See how AI-powered systems, documented processes, and higher retention rates impact your agency's valuation multiple.

Want to Discuss Your Results?

Book a free 30-minute strategy call. We'll review your calculator results together, identify your biggest opportunities, and map out a plan tailored to your agency.

Free 30-min call. No commitment required.

970.800.1295 · [email protected] · Windsor, CO

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