Know what happened.
Measure what matters.

A busy phone, a submitted application and an issued policy describe different stages. Keep them separate so you can see where conversations progress and where follow-up is still needed. The Adlux dashboard combines call activity with the outcomes you save; it does not verify policy status with your carrier.

If you also track issued-and-paid or retained policies, label those separately. Do not quietly use them interchangeably with issued policies.

Adding $500 to your wallet is funding. It is not necessarily $500 spent on calls during the period you are reviewing. Use the actual call deductions, account for approved credits and leave unused wallet money out of that period’s call acquisition cost.

Adlux’s first 10 billable calls are priced separately for each source: Meta $45, YouTube $55 and Connected TV $70. Standard prices are $50, $60 and $75 respectively. Meta and YouTube use a 90-second buffer; TV uses 60 seconds. Check the current call prices and billing terms alongside the individual records.

A source’s introductory balance does not restart every month or every time you add money. When evaluating a later batch of calls, use the rates that actually applied.

Suppose an agent receives 24 Meta calls. Four end before the billing buffer and 20 are charged. Assume all ten Meta introductory calls were available at the start, with no credits or other adjustments:

Call spend = (10 × $45) + (10 × $50) = $950.

The agent records five submitted applications and later confirms three issued policies from those same calls. That produces the following measures:

The 15% rate uses billable calls as its denominator. Using all 24 received calls gives 12.5%. Neither number should be called simply “the close rate” without identifying what was counted. If there are no issued policies, report that fact; cost per issued policy cannot be calculated by dividing by zero.

Annual premium describes what the policyholder pays for coverage over a year. It is not the agent’s commission, cash received or profit. Your compensation depends on your carrier agreement and the policy’s actual status, including later changes.

Use saved premium to understand the coverage associated with your recorded results. Use your own commission and accounting records to assess income, expenses and profitability. A large premium total alone does not establish that a campaign is profitable.

Pick a source and a clear call-date range. Follow the outcomes from those calls as they develop. Otherwise, this week’s spend can be accidentally compared with policies from last month’s conversations.

Review Meta, YouTube and TV separately before combining totals. Their prices, remaining introductory allowances and call mix can differ. Note changes to availability, qualification or follow-up, and avoid drawing a firm conclusion from one or two calls.

At the end of a working session, save outstanding outcomes and follow-ups. Later, reconcile call charges and approved credits, confirm policy updates and check any unusually large changes. For delivery concerns, identify the exact call using the call-quality checklist.

Use the call-cost calculator to explore future assumptions. Keep those estimates separate from the historical results you actually recorded.