B2C Inside Sales

Insurance (direct-to-consumer): funnel benchmarks

The stage-by-stage target conversion rates and weekly activity volumes for Insurance (direct-to-consumer) reps — derived from the research behind Pipeway's industry presets. Know the floors, and a bad month stops being a mystery: it's one leaking stage with a fix.

This industry closes in the same conversation — there's no separate appointment step, so the proposal rate runs straight off connections (quotes are the meeting).

Conversion targets

The rates that matter — and the leak floors

RateHealthy rangeLeak floor
Connect rateconnections ÷ prospect attempts14–19%< 10%
Proposal rateproposals ÷ appointmentsvaries*—
Close ratesales ÷ proposals7–8%< 5%

*Deal economics in Insurance (direct-to-consumer) make this stage too variable for a single industry floor — set your own target in the tracker from your last two months.

If connect rate is under 10%

Below the floor means you're not reaching decision makers — better opening lines, better timing, better targeting.

If close rate is under 5%

Below the floor means proposals aren't closing — objection handling, case studies, urgency, a follow-up sequence.

Activity volumes

What a working week looks like

Rates only mean something on real volume. Here's the weekly activity a solid rep sustains in Insurance (direct-to-consumer), next to the elite pace.

Per weekSolid paceElite pace
Prospect attempts250375
Connections3570
Proposals40120
Methodology

Derived from the activity research behind Pipeway's in-app industry presets — the volumes reps sustain at each performance tier in Insurance (direct-to-consumer), and the stage-to-stage ratios they imply. Targets, not guarantees: your list, territory, and price point move the numbers. As anonymous benchmarking data from Pipeway users in Insurance (direct-to-consumer) accumulates, this page will update with live measured rates. All industries →

Put them to work

Now find out which of YOUR rates is below the floor.

The free Sales Activity Tracker ships with these exact Insurance (direct-to-consumer) floors built in — log one week, and the leaking stage turns red with the fix next to it.