What is it?
The Insurance Staff ROI Calculator is a simple and powerful tool that shows how much profit, premium, and long-term value a new producer can bring to your agency over the next 8 years.
Whether you're hiring your first team member or expanding a seasoned team, this tool helps you make data-driven decisions before committing.
Why should I use it?
Hiring is an investment, and the ROI Calculator helps you measure that investment clearly.
Use it to:
Understand when a new hire becomes profitable
Compare salary expectations vs actual impact
Plan with a growth mindset and long-term retention in mind
Pitch new roles or team expansion with a clear business case
See how your agency value increases year over year
✅ Even after a producer leaves, your agency may still benefit from their renewal revenue; this calculator captures that too.
What does it show me?
Once you fill in your agency’s information, you’ll receive an 8-year projection including:
💵 Total compensation vs. payroll cost
📈 New and renewal commissions
📊 Net revenue (profit) per year
🏷️ Bonuses and incentives
🧾 Additional premium written
💰 Increase in agency value
Example: 1 new hire, stays for 3 years
✅ Even after they’re gone, your agency continues to earn on their book of business.
How do I access the ROI Calculator?
1. Log in to your IdealTraits account
2. From your dashboard, click ROI Calculator in the bottom right-hand corner
3. Fill in the fields that apply to your agency
4. Click Calculate
5. Click the printer icon in the top right to print or save your report
Tips to maximize it:
Test different salary and commission scenarios before hiring
Use it during strategic planning or budget reviews
Run “what if” models for 1 hire vs. 2 or 3
Use your report to justify team expansion or request additional resources
Try inputting real data from your last hire to compare projected vs actual results
If you have any additional questions regarding this article please feel free to reach out, we are here to help.
Contact by chat: Click on the chat bubble in the bottom right of your screen.
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