InsuranceQuoteToolkit

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Step-by-step explanations of every score, tool, and report on the platform.

Protection Success Layer

Protection Success Center

Developing progress — high-impact wins are available in the next 90 days.

Success Dashboard

Four composite scores driving household protection success.

Protection Success Score

45/100

Composite of HPOS, Protection Index, and priority closure

Progress Score

88/100

Historical trend across flagship scores

Completion Score

38/100

Share of priority items resolved

Success Velocity Score

89/100

Rate of measurable improvement

HPOS Trend

7 dated snapshots — synthetic if no history saved yet.

Progress Dashboard

Live values for every flagship score the Success Center aggregates.

Improvement Dashboard

Where improvement headroom is greatest.

Resilience Improvement Score55/100

Headroom available on HPOS — higher means more upside to capture

Improvement Velocity90/100

Projected HPOS gain in the next 12 months at current cadence

Future Stability (10y avg)52/100

Average resilience trajectory across the next decade

Household Security48/100

Present-day composite of Protection Index, FSI, and Health

Milestone Completion

3 of 18 milestones achieved · 10 in progress · 5 upcoming.

Protection33/100

1 achieved · 2 in progress

Family Security33/100

1 achieved · 1 in progress

Preparedness0/100

0 achieved · 1 in progress

Retirement33/100

1 achieved · 1 in progress

Wealth Protection0/100

0 achieved · 2 in progress

Resilience0/100

0 achieved · 3 in progress

Open the Milestone Framework →

Next Actions

Highest-leverage open items from the Protection Priorities engine.

#1 · 30 days

Life insurance below 10× income

Add term life ladder to close gap.

Estimated impact: +10 HPOS points

#2 · 90 days

Protection Health is D — coordinate a multi-line policy review

Schedule a full annual protection review across life, disability, home, auto, umbrella.

Estimated impact: +8 HPOS points

#3 · 90 days

Umbrella liability below $1M

Add $1M–$5M umbrella above auto + home.

Estimated impact: +6 HPOS points

#4 · 90 days

Disability income below 60% of gross

Add private LTD to bridge to 60% of gross to age 65.

Estimated impact: +6 HPOS points

#5 · 90 days

Emergency fund < 3 months

Build to 6 months essential expenses.

Estimated impact: +6 HPOS points

FAQ

What is the Protection Success Center?

An aggregation layer that turns every flagship score, priority, roadmap, forecast, and historical snapshot into four composite success metrics — Protection Success, Progress, Completion, and Velocity — so you can see exactly how much progress you've made.

How are the four success scores calculated?

Protection Success blends HPOS, the Protection Index, and priority closure. Progress is derived from historical trend deltas across flagship scores. Completion is the share of catalogued priority items resolved. Velocity blends improvement headroom with the rate of historical gain.

What is the tier system?

Foundational → Developing → Established → Advanced → Distinguished. The composite score determines your current tier and the headline tells you what to focus on next.