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Agency Owner Downline

10-agent agency: 7 of 10 still writing at day 90

Agency Owner (case study pending publication approval)
Multi-state IUL + annuity agency · 10-producer downline
7 / 10
90-day retention
2 days
Time to first appointment
2–3 / 10
Industry avg retention
THE CHALLENGE

Agency owner was losing recruit-class cohorts by day 90 — agents without a calendar full of appointments in week one tended to wash out.
Two full-time ops staff were spending most of their week on lead distribution + follow-up sequences rather than agency growth.
Owner wanted every new producer operational on day one, not day thirty.

THE SOLUTION

Full stack deployed: exclusive appointments allocated per-agent from a shared agency quota, RodeoLaunch landing page for every producer under the agency brand, appointment setting rolled into the flow.
Recruiting-leads campaign in parallel — licensed producers pre-qualified on production expectations and carrier mix, routed to the agency's Nexus intake with context notes.
GHL tag strategy: Source:Newsite, Pipeline:Recruiting on recruit leads; Tenant:<slug> on agent leads so rollup dashboards work at agency level.

THE RESULTS

7 of 10 producers still actively writing at day 90 (industry comparable: 2–3 of 10).
Average first-appointment-booked time dropped from week 3 to day 2.
Ops staff reassigned from lead distribution to recruiting + training. Owner reclaimed ~8 hours/week of their own time.

7 of 10 producers still actively writing at day 90 (industry comparable: 2–3 of 10). Agency Owner (case study pending publication approval) Multi-state IUL + annuity agency · 10-producer downline

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