Get Your Assessment

A Revenue Leak Assessment is a 45-minute diagnostic conversation where Navicade examines 7 areas of an insurance agency's operations — revenue and commissions, client retention, growth and cross-sell, new business pipeline, case processing, team capacity, and systems risk. Each area is scored RED, YELLOW, or GREEN. Dollar formulas are applied to problem areas to produce a specific dollar figure from the agency's own data. The agency receives a one-page written report within 2 hours.

Revenue Leak Assessment

See Exactly How Much Your Agency Is Losing

A 45-minute call where we look at 7 areas of your operations and show you a specific dollar amount from your own data. The call is free and there is no obligation.

Get Your Free Assessment
7 Areas We Examine

Seven Areas Where Revenue Disappears

Each area is scored RED, YELLOW, or GREEN. Dollar formulas are applied only to RED and YELLOW areas — so your number reflects real problems, not theoretical risk.

  • 01

    Revenue & Commissions

    Reconciliation errors, chargebacks, advance tracking, carrier payment delays.

  • 02

    Client Retention

    Renewal lapse rates, proactive outreach gaps, missing early warning systems.

  • 03

    Growth & Cross-Sell

    Single-product client percentage, product density, untapped life event triggers.

  • 04

    New Business Pipeline

    Speed-to-lead, follow-up cadence, CRM usage, referral dependency.

  • 05

    Case Processing

    NIGO rates, rework cycles, carrier portal fragmentation.

  • 06

    Team & Capacity

    Admin burden, double data entry, knowledge concentration risk.

  • 07

    Systems & Risk

    Single source of truth, data quality issues, E&O exposure gaps.
Your Deliverable

You Leave With a Specific Dollar Amount

During the call:

  • Live screen-share as I enter your numbers in real time
  • Traffic-light scorecard across all 7 areas
  • A specific dollar figure — calculated from your data, not industry statistics
  • A 90-day projection: "If nothing changes, this costs you $X by [date]"
  • For each RED area: the specific fix (I give away the recipe)

After the call (within 2 hours):

  • One-page written report emailed to you
  • Findings by area, your dollar amount, the top recommendation
  • Designed to be self-explanatory — forward it to a partner or CPA
"This is not a pitch. It is a diagnosis. If there is nothing to fix, I will tell you."

Get Your Free Revenue Leak Assessment

It is a 45-minute call where we go through your operations together and put a dollar amount on what we find. You leave with a written report showing exactly where money is going and what to fix first. The call costs nothing and there is no obligation to do anything after.

  • We send an NDA before every assessment call
  • We work with one agency per market. Your data stays confidential.
  • If we find something worth fixing and you want help, we can talk about that on the call. The report is yours regardless.

Your information stays between us. No spam, no lists.

You will hear from us within 24 hours.

Prefer to book directly? Pick a time here.
Common Questions

Questions About the Assessment

What do you do with my data?
I send an NDA before every call. Your commission statements, book of business, and operations data stay entirely confidential. I work with one agency per market — I would never share your information with a competitor in your area.
How is this different from what my tech vendor promises?
I don't sell technology. I look at a specific problem costing your agency money, show you the dollar amount from your own data, and fix it in 14-30 days. If I don't recover at least $2,500 within 90 days, you get your money back.
How much of my time does this take?
The assessment is 45 minutes. If you move forward with the Sprint, your total involvement is providing the data and attending a weekly 15-minute check-in. The rest happens in the background.
What happens after the assessment if I don't want to proceed?
Nothing. You keep the one-page report with your numbers. I give you the specific fix for your biggest leak — you can implement it yourself. There is no obligation.