Appointment Capacity & Profit Potential Calculator for Agencies & IMOs

For agencies helping clients with annuities, IULs, or assets under management (AUM). Plug in your team size, appointment volume, and close rate — see how much profit your organization could be generating if your agents ran at full capacity.

Total producing agents in your agency

Number of kept appointments each agent can handle

% of appointments that result in a closed sale

Typical commission an agent earns per closed deal

Average override the agency earns per closed deal