ROI Calculator

A win-win for you and your clients.

A working pro-forma for your business on the Starter plan. Set your assumptions and see exactly where the money goes.*

Agent team

Drag to set your team size. The Monthly sales projections below default to 1 Trust per agent and 1 Will for every 5 agents per month - tune them there if your team's mix differs.

5agents
110,000

Monthly sales projections

Tune these to match your team's mix. Typical productivity ranges from 1 to 5 Trusts per agent per month, with roughly one Will for every five to ten Trusts. You can also estimate volume as a percentage of your primary product sales (e.g., 20% of life insurance purchases convert to a Trust).

Client pricing

You set the final prices that clients pay for a Will or Trust package. Defaults reflect the average we see for top-performing businesses on the platform.

Credits

Limited time offer to apply credits toward Trust and Will costs.

Annual profit analysisStarter Year 1
Revenue
Trust revenue$120,000
Will revenue$7,200
Total revenue$127,200
Platform costs
Annual fee($3,000)
Trust costs($18,000)
Will costs($900)
Total platform costs($21,900)
Total value$105,300

*Profit projections are estimates based on assumptions and should not be interpreted as a guarantee of future performance or actual profit. Projected profit excludes onboarding fees due in Year 1.

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