Read the ROI page

Published October 8, 2026 · Last updated October 16, 2026

The Marketing ROI tab on the Leads page shows what each lead vendor cost, what it sold, and what your office kept after paying producers.

3 minutes · Anyone who can see Leads

Open Leads and choose the Marketing ROI tab.

Press the date button at the left of the filter bar and pick a month, YTD, All Time or Custom.

The top of the Marketing ROI tab has the date button and filters, then the three Period totals cards ending in Net, first term, with the Sources table starting below.

Read the three panels under Period totals: Spent, Brought in, Return.

Read each vendor's line in the Source Breakdown table.

Point at a vendor's Pays back to see its return over time.

The Sources table with the Pays back chip on the top row hovered, showing that source's net and ROI today and at 6 months, 1, 2 and 3 years.

The three panels

Spent: what these sources cost, with the cost per policy under it.
Brought in: the policies they sold, with the Issued premium and what you earned — premium times your commission rate.
Return: what you earned − spend − producer pay, and when it pays for itself.

The Return switch — So far, After 1 year, After 3 years — moves the third panel, the table's Return column and the Return chart together, adding the renewals you'd expect.

The Source Breakdown table

The table lists your lead vendors and any other source set to Track marketing spend.

Spent: what the vendor cost in the period, less credited returns.
Policies and Premium: what its leads sold.
Cost per policy: spend ÷ policies written, before commission.
You earned: premium × your commission rate.
Return: what you earned − spend − producer pay, as of the switch.
Pays back: when the return turns positive, counting renewals.

Under Columns, off by default, are ROI % and the rest — Net today: office revenue − spend − producer commission.

See how well a vendor converts

Press Columns above the Source Breakdown table.

Under More columns, tick Close rate.

The Columns list above the Sources table, scrolled down to Close rate at the bottom.

Close rate is leads converted ÷ leads billed.

Frequently Asked Questions

Why is ROI a dash for one vendor?

ROI is net today ÷ spend, so a vendor with no spend in the period has none. Upload its leads with their cost, or enter its monthly spend.

Why is there no quote rate?

Producify does not record quotes by lead source, so Close rate runs from leads billed straight to leads converted.

Does Pays back know whose customers stay longer?

No. Producify does not measure retention by lead source: Pays back uses your office's one lapse rate for every source.

Run your own numbers with the free insurance lead ROI calculator.