B2B Inside Sales

Insurance (commercial / small-business lines): funnel benchmarks

The stage-by-stage target conversion rates and weekly activity volumes for Insurance (commercial / small-business lines) 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.

Conversion targets

The rates that matter — and the leak floors

RateHealthy rangeLeak floor
Connect rateconnections ÷ prospect attempts13–17%< 10%
Appointment ratebooked appointments ÷ connections30–38%< 30%
Proposal rateproposals ÷ appointmentsvaries*
Close ratesales ÷ proposalsvaries*

*Deal economics in Insurance (commercial / small-business lines) 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 appointment rate is under 30%

Below the floor means conversations aren't becoming sit-downs — stronger qualification and a clearer next-step ask.

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 (commercial / small-business lines), next to the elite pace.

Per weekSolid paceElite pace
Prospect attempts200300
Connections2550
Booked appointments1020
Proposals1025
Methodology

Derived from the activity research behind Pipeway's in-app industry presets — the volumes reps sustain at each performance tier in Insurance (commercial / small-business lines), 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 (commercial / small-business lines) 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 (commercial / small-business lines) floors built in — log one week, and the leaking stage turns red with the fix next to it.