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What Bob is doing for your book, in plain numbers. The figures below are modelled on sample activity, and every quote stays indicative until a licensed adviser binds it.
Life quotes grew fastest this month. The family recommendation flow is converting well.
Modelled on sample activity. These stay fixed as you change the range above.
Bars show premium Bob influenced per period. The green line is the share of quotes an adviser went on to bind.
every inbound, any channel
62% of answered
42% of quoted, by an adviser
Bob answers and quotes autonomously. Binding is always a licensed human, so the last step is a person, not the model.