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The clarity and organization you NEED as a life insurance agent
✅ As a life insurance agent, you need real-time, reliable CLARITY on how your business is actually doing.
😢 This business is a rollercoaster of ups and downs, and if you live by your emotions, your business will die by your emotions.
📈 If you operate based on numbers, you'll be able to objectively analyze what is going well and what is going poorly, then take the appropriate steps to SUCCEED.
The Ultimate Life Insurance Business Tracker is a carefully-crafted, veteran agent-designed Google Sheets document that helps you track, analyze, and project every aspect of your life insurance business.
See it in Action
Never again wonder how your business is doing.
Know with certainty.
Then take action appropriately.
Clarity leads to confidence.
Confidence leads to growth.
The Tracker auto-calculates and displays over 50 key indicators designed to help you answer 9 critical questions about the health of your business.
#1 - PROFIT
Where am I now and where am I headed?
No more guessing. Get crystal-clear clarity on:
🎯 What your goals are
🏦 How much you've made so far
📈 How much you're on pace for
Watch your income projections grow as you make sales throughout the year and remind yourself of the bigger picture when going through a tough week or month.
#2 - SALES CONVERSION
Am I converting leads into issued business?
For every 100 leads you work, know exactly:
📝 How many applications you'll submit
☑️ How many will be approved
✅ How many will still be in force
Trust your sales ability or identify room for growth, knowing that every time you quote someone, 40% of the time, you'll be submitting an application.
#3 - QUALITY OF BUSINESS
Am I writing business that will last?
📝 You're writing business, but is it quality business that will last?
📉 Identify trends early and make adjustments to make sure the policy you write today will be on the books 12 months from now.
#4 - POLICY ECONOMICS
Am I making enough on each sale?
☑️ Know exactly how each sale affects your bottom line.
⬆️ Discover whether you need to be pushing for slightly higher face amounts, add on riders, or other missed income opportunities.
#5 - BOOK OF BUSINESS HEALTH
Am I selling enough policies?
🔎 See what you've accomplished so far and determine if you're selling enough to meet your annual premium and monthly sale goals.
#6 - ACTIVITY
Am I putting in enough work?
😇 Be objectively honest with yourself on if your activity level matches what is required to achieve your financial goals.
📲 When business is boring and mundane, be encouraged by knowing exactly how many more dials it will take to quote someone or close your next sale.
🏠 Keep yourself accountable and motivated by seeing how specific activity translates into real-life finances for you and your family.
#7 - LEADS
Do I have consistent lead flow and quality?
🙋♂️ Leads are the lifeblood to your business.
✉️ Make sure you're receiving and working enough to achieve your goals.
💳 Monitor the cost-per-lead to avoid over-spending.
#8 - CONTACT & SHOW RATE
Am I talking with enough people?
❌ "Nobody is answering the phone!" is replaced with...
👀 "Wow, I've only talked with 18% of my leads so far this week for some reason, but for the year, I'm usually at about 31%. Let's dive deeper and figure out why."
#9 - RETURN ON INVESTMENT
Am I spending money wisely?
🤦🏼♂️ Spending money on leads, software, or marketing services sometimes feels like throwing cash down the drain.
😎 But if you know exactly what you're getting back for each dollar you spend, the emotional energy used making that next purchase decision disappears.
💪 Gain confidence to move forward or change course based on the numbers.
Additional Built-In Tools
Projection Calculator
Enter your assumptions for the year and auto-calculate 4 scenarios for how your business will turn out in 2026.
Detailed Policy Tracker
Have all your policy details cleanly organized, filterable, and color-coded by status to gain clarity on a specific policy details.
Expense & Income Trackers
Track all expenses and income, neatly summarized into totals and percentages, by week, month, and carrier.
Persistency Deep Dive
See exactly how many policies did not last or did not draft and why, with a specific breakdown by carrier and how many months each dropped policy lasted.
Profit & Loss Report
An informal profit and loss report is automatically generated and kept up-to-date.
Agent Info Organizer
Keep all your state licenses, carrier writing numbers, phone numbers, and other information you frequently reference in one sheet for quick reference.
WARNING!
This is not for everyone.
❌ This is not for lazy agents.
🧑💻 The quality of the data you input determines the quality of the analysis it outputs.
👍 It's simple and easy, but consistency is required.
❤️ If you love spreadsheets, you'll love this Tracker.
😡 If you hate spreadsheets, you'll still love this Tracker, because it's completely done for you. No formulas or formatting. Just basic data input.
Get YOUR Tracker
Goodbye UNCERTAINTY
Hello CLARITY
Normal Price
for individual use
$49
Available TODAY
for just
$27
Purchase Now
2-minute checkout
FAQs
What am I buying?
A license to download and use a Google Sheets document to track, project, and analyze every aspect of your life insurance business.
How much does it cost?
$49 is the regular price. It's available for $27 for a limited time.
Can I share this with other agents?
No. It's individually licensed for your personal use only. Send other agents the link to this page if they want their own copy.
Does this come with support?
Yes. There are instructions and notes all throughout the Tracker, so if you have any questions, just reference the notes. You'll also have access to the support page with videos showing you exactly how to use the Tracker and any updates to the Tracker through the year 2026. It is "self-serve" support, not one-on-one instructional support.
What type of life insurance is this for?
Any kind, but it's most relevant to Final Expense. You can use this to track term, IUL, whole life, and ancillary policies as well, but it's best-suited towards final expense business.
Will this replace my CRM?
No. Your CRM is a communication tool. The Tracker is an analysis tool.
Can I customize this more if I want?
You can customize the fonts, colors, and hide columns and rows for a more customized VIEW, but it's highly advised to NOT ever, ever, ever edit any of the formulas. If you do that, calculations will be thrown off and the whole Tracker will become useless.
The Ultimate Life Insurance Business Tracker is developed and distributed by Mail My Final Expense Client, helping life insurance agents nationwide make the intangible purchase of life insurance tangible through professional physically mailed Approval Packets.
© 2026 Mail My Final Expense Client
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