Owner-operators and small fleets shop fast. If a quote request sits while your producers are on the phone, the trucker usually binds with whoever called first. Enter a few numbers from a typical month to estimate what that costs your agency.
Web forms, Facebook lead forms, calls and referrals from truckers asking for a quote.
No call back, one voicemail and done, or a quote sent and never chased.
Out of requests your producers do work, the share that end up bound.
Total yearly premium for a typical bound account: primary liability, cargo, physical damage and so on.
The share of premium your agency keeps. Use your blended rate across carriers and MGAs.
Bound accounts reaching their renewal date in a typical month.
Clients who moved to another agency without hearing from you 60 to 90 days before renewal. Set to 0 to leave renewals out.
Filled in with example numbers. Replace them with your agency's own.
| Requests with no follow-up | ||
| Policies those requests could have bound | ||
| Premium written elsewhere per month | ||
| New-business commission lost per month | ||
| Renewals lost per month | ||
| Renewal commission lost per month | ||
| Total commission lost per month | new business + renewals | |
| Total commission lost per year | monthly total × 12 |
The habits that keep trucking quote requests from going cold.
The full Trucking Agency Lead Machine Checklist: speed-to-lead texts, qualifying questions, quote follow-up timing and renewal outreach.
We'll look at how your quote requests come in, how fast they're worked, and where they drop off between quote and bind.
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