2026 New Business Intelligence
Prospects & New Customers
What we wrote, who became a first-time customer, and which sources are producing results.
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Engagement
Individual Prospect Journeys
Real prospect activity, with campaign-only cold leads removed.
Calls and texts are counted. Email journey coverage is not yet available in BigQuery.
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Acquisition
Where new customers came from
… true new customers still need a source
True new customers by source
All new business by source
Business mix
What we are writing
Lines of business
Monthly new business
Markets & production
Where and who is producing
Top cities
Top ZIP codes
Producers
Carriers
True new customer detail 80-customer research cohort
True new customers
First policy of any kind is in 2026| Customer | First policy | QQ source | Location | Policies | Lines | Premium |
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Prospect research AgencyZoom prospecting, quotes, outcomes and campaign imports · loads on demand
Prospected…
Quoted…
Bound…
Unresolved identity…
Prospect outcome
Prospect acquisition
Lead source
AgencyZoom owner ID
New business path
Pre-policy prospect source
Prospect journeys
| Prospect | Added | Source | AZ status | Quoted | Outcome | Bound | Written premium |
|---|---|---|---|---|---|---|---|
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