For brokers
What an introduction is worth. In your numbers.
A flat fee per introduction only makes sense against what a new client brings you. Put in your own figures; nothing here assumes ours, and nothing is saved anywhere but this browser.
What it comes to
Fill in the six numbers on the left. Results appear as you type.
- Introductions per new client
- Introductions that become clients
- Close rate where year one breaks even
- Months of income to cover the cost
- Income over the years a client stays
If you close more or less
| Close rate | Cost per client | Left from year one |
|---|
How introductions are billed
The fee is flat per delivered introduction. It is never a share of your commission and never depends on whether you place the business. A bounced delivery or a request you decline passes to the next broker and is not billed. Your Desk shows the fee on every introduction before you accept it.
Requests reach you only for the lines and territory you are licensed and verified for, within the appetite and capacity you set. See how a request reaches you, or the questions each kind of request comes with.
Your own estimates, not financial advice. Live introductions open market by market after compliance confirmation; Alberta runs in demo today.