Reporting, Analytics, and Marketing

Reporting, Analytics, and Marketing

Automated daily/weekly/monthly sales and pipeline reports

July 7, 20251 min read

Reporting, Analytics, and Marketing

Drip email campaigns for new and existing clients

July 7, 20251 min read

Reporting, Analytics, and Marketing

Event-triggered email nurture campaigns

July 7, 20251 min read

Reporting, Analytics, and Marketing

Marketing campaign automation for cross-sell and upsell offers

July 7, 20251 min read

Reporting, Analytics, and Marketing

Real-time reporting on policy renewals and lapses

July 7, 20251 min read

Reporting, Analytics, and Marketing

Renewal campaign automation with targeted messaging

July 7, 20251 min read

Reporting, Analytics, and Marketing

Scheduled performance analytics for agents and teams

July 7, 20251 min read

Reporting, Analytics, and Marketing

Social media post scheduling for agency updates

July 7, 20251 min read

Reporting, Analytics, and Marketing

Automated analysis of lead source and conversion rates

July 7, 20251 min read

Reporting, Analytics, and Marketing

Automated customer satisfaction survey distribution and aggregation

July 7, 20251 min read