Load real quote requests from HighLevel or a CRM export and see how fast they get worked, how many never hear back, and what that costs in commission. No guessing at the numbers.
A made-up trucking agency with 90 days of sample quote requests, so you can see what the audit shows. None of it is real client data.
Export your leads or opportunities from HighLevel, AgencyZoom, EZLynx, HawkSoft or any CRM as a CSV. The file is read in your browser and never uploaded anywhere.
Match your columns. We guessed where we could.
One row per quote request. Only the created date is required. The more columns you include, the less you have to estimate.
created_at,status,premium,first_contact_at 2026-10-01 09:14,won,14200,2026-10-01 09:17 2026-10-01 13:40,lost,,2026-10-02 10:05 2026-10-02 07:55,open,,
status: won/bound/sold, lost/dead, or anything else for open. first_contact_at: when someone at the agency first called, texted or emailed. Leave blank if nobody did.
Pull the last 90 days straight from a HighLevel sub-account. Create a Private Integration in Settings > Private Integrations with only two read scopes: View Opportunities and View Conversation Messages. Delete it when you're done.
The token is sent once to pull your data and is never saved. Only dates, statuses and policy values come back. No names, phone numbers or messages.
Time to first response
Numbers marked From data came from the file or HighLevel. You can still change any of them.
| Requests with no follow-up per month | ||
| Policies those requests could have bound | ||
| New-business commission lost per month | ||
| Renewal commission lost per month | ||
| Total commission lost per year | (new business + renewals) × 12 |