QBI Calculator

Enter Cumulative Totals (Last 17 Months)

Enter the exact ‘Total’ numbers from the bottom of the official report.

Total Submitted:

Total NTO:

Total Placed:

Total Lapsed:

Enter the data for the oldest month (the one dropping off):

Oldest Month Submitted:

Oldest Month NTO:

Oldest Month Placed:

Taken Rate: –%

Persistency: –%

QBI: –%

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*New volume estimates assume future business performs at . Higher targets may require significantly improved performance.