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.
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.
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.
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.
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.
