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Blog How to Find Your Insurance Organization's Best, Most Profitable Lead Source Wondering how to generate leads for your insurance organization? Start by looking at your most profitable lead sources.
Blog The Sales and Marketing Metrics Your Insurance Agency Should Track Sales and marketing are key pillars of your insurance agency's growth. Learn how to track the success of these efforts here.
Blog The 6 Key Performance Indicators Life & Health Agencies Must Be Tracking Key performance indicators (KPIs) help insurance agencies monitor their progress towards their goals and gain a sense of the "health" of their agency. But, it can be difficult to know which KPIs to track and how to analyze the data.
Blog Calling All Insurance Agents: What Current and Prospective Client Data You Should Be Tracking to Achieve Success Data is critical to your agency's success. Learn what data you should be tracking and how to track it.
Guide The Insurance Agency's Guide to Measuring Performance: How Tracking the Right Data Can Help You Grow Your Business In this guide, you'll learn about which metrics you should track to increase agency growth, client satisfaction, product and carrier performance, and agent/staff performance, along with what tools can streamline this process.
Blog The What, Why, & How of Data Analysis for Insurance Agencies Understanding data analysis, how to use it, and the 3 steps insurance agencies need to take to start using it in their office.
Blog The Critical Data Fields for Useful Reporting & Data Analysis Data analysis and reporting tools are crucial to the success of any life and health insurance agency. However, when it comes to reporting, some fields are more useful than others.
Blog The Benefits of Using Visual Data in Your Insurance Agency Understanding your life and health insurance agency's book of business is crucial to a prosperous business. Using visual data and real-time analytics, you can better grasp the overall health of your business and make more informed business decisions for the future of your business.
Guide What's Hiding in Your Data: Gain valuable insights from your book of business Insurance agencies who leverage the use of data analytics are more than twice as likely to generate above average profits which help them to make more informed business decisions and become more competitive in their specific insurance niche.
Templates The Big Book of Custom Report Recipes Use these custom report templates to keep a pulse on the success of your life and health book of business with insightful reports for every department.
Webinar The Secrets Your Data Holds & How to Unlock Them! Learn how to identify metrics to help you track progress towards business goals and how real-time analytics and custom reporting can help you gather this data.
Blog Top 8 Monthly Reports for Life & Health Insurance Agencies The top life and health insurance agencies run these eight core reports every month to stay on top of their current book of business and plan for the future.