Assessment Analytics

Track engagement and conversion metrics for the financial assessment tool

2
Total Completions
50.0%
Email Capture Rate
14.5
Avg Debt Score
100%
Debt Recommendations

Primary Recommendation Distribution

Debt Elimination (Whole Life)2 (100%)
Long-Term Growth (IUL)0 (0%)
Lifetime Income (Annuity)0 (0%)
Integrated Strategy0 (0%)

Average Scores by Category

14.5
Debt Elimination
out of 27
12.0
Long-Term Growth
out of 27
3.5
Lifetime Income
out of 27

Key Insights

  • • Most common recommendation: Debt Elimination
  • • Email capture rate is good at 50.0%
  • • Average visitor scores highest in Debt Elimination category