Lonestar Insurance Group

Plano, TX · lonestarinsurancetx.com · onboarded Feb 17, 2026 · day 180

Insurance Agency Ops Health Score

Out of 100 · "Strong"

▲ +14 since onboarding

This Month at a Glance

QUOTES REQUESTED

128

▲ +33 MoM

QUOTE-TO-POLICY RATE

36%

▲ +7 pts

POLICIES RENEWED

210

96% retention

AVG RESPONSE TIME

19 min

▼ from 1 day

REFERRALS

▲ +9

CLIENT RETENTION

96%

▲ +4 pts

Quotes requested & converted · last 6 months

RequestedConverted (scaled)

MarAprMayJunJulAug

What the system did for you

Live activity log

Today

•

Quote request answered in 19 minutesauto life + auto bundle, quote sent same call

Quote

•

Renewal reminder sent to 14 policyholders12 auto-renewed, 2 called with questions

Renewal

Yesterday

•

Referral converted to a new policy$1,200 annual premium, reward issued

Referral

Recent quotes

Client	Type	Status
Whitfield family	Auto + home bundle	Converted
Chen	Life insurance	Quoted
+ 9 more	—	this month

Monthly Report & Strategy

Quote response time dropped from a day to 19 minutes, quote-to-policy conversion is up 7 points, and client retention held at 96%.

Add to Your Subscription

Retention is strong — keep referrals flowing from your happiest clients. Add Referral Reward System to track and reward every one.

Nouman Sadiq · Systems on Autopilot · nouman@noumansadiq.com · +1 (929) 939-4060
This is a live, view-only client dashboard. Updates automatically as work happens. · Demo mockup with placeholder data.