Speed-to-Lead

Speed-to-Lead for Insurance Agencies

Speed-to-lead is really two numbers: how fast the lead reaches you, and how fast you reach the consumer. Measure them separately.

By Freedom Marketing Group · Published

When agencies say leads are slow, they often mean different things. Sometimes the vendor delivered late. More often, the lead arrived on time and sat in a queue. You can only fix the right problem if you measure each step.

The three timestamps that matter

TimestampWhat it marksWhere it comes from
SubmissionWhen the consumer submitted or calledVendor data or consent record
DeliveryWhen the lead reached your CRM or phone systemCRM created-at time or call log
First attemptWhen an agent first dialed or answeredDialer or call log

Delivery latency vs response latency

Delivery latency = delivery time − submission time

Agent response latency = first attempt time − delivery time

Delivery latency belongs to the vendor and the integration. Response latency belongs to your agency. Report them separately each week.

Common bottlenecks

  • Leads emailed instead of posted straight into the CRM
  • No alert or auto-dial when a new lead arrives
  • Leads delivered outside staffed hours
  • Round-robin routing to agents who are on other calls
  • Agents cherry-picking which new leads to call

Calls and transfers have their own version

With inbound calls and live transfers, speed means answering. Track ring time, abandoned calls and calls that went unanswered. Read how insurance leads flow for the full sequence.

Related resources

Educational information only; not legal, tax or financial advice. Confirm regulatory requirements with qualified counsel and current official guidance.