Drive Lead Programs That Scale
Our Lead Tracking & Marketing Analytics solution helps health insurance agencies understand where leads come from, how they move through the pipeline, and which marketing efforts actually drive growth.
Track Leads to Enrollment
Our platform connects Leads to Application to Enrollment giving you insight into which leads convert at the highest rate.
Clear Metrics
Reporting that gives you clear, actionable results that you can use to shift resources toward those programs that are delivering the highest ROI
Dedicated Support
Performance tracking is more than a one-time event. We will be there with you the entire way to review, adjust, and enhance the programs that we are tracking.
E2E LEAD PERFORMANCE
Frequently Asked Questions
Absolutely. You can track how quickly leads are contacted, how they convert by agent or team, and where follow-up efforts might need attention. It’s an easy way to recognize top performers and strengthen accountability across your agency.
No — we work with the systems you already use. Our team connects directly to your existing data sources and standardizes everything behind the scenes. You’ll keep your current tools, but gain a much clearer picture of how they perform.
You’ll be able to see where your leads come from, which channels drive the most qualified opportunities, how long it takes to convert them, and the ROI of each marketing effort. The dashboard makes it easy to spot trends, compare campaigns, and identify what’s really driving growth.
We can integrate data from lead vendors, marketing platforms, your CRM, E2E Unified Book of Business, carrier reports, and manual files. Whether your leads come from digital campaigns, referrals, or enrollment feeds, we’ll bring it all together into a single, consistent dataset.
We handle setup end-to-end. That includes integrating your data sources, cleaning and modeling the data, and configuring your dashboards. We’ll work side by side with your team to ensure everything runs smoothly and fits your reporting needs from day one.
That depends on your setup — most clients receive daily or near real-time updates. Our integrations are designed to refresh automatically so you always have the most accurate picture of your pipeline and marketing results.