Use Real-Time Analytics & Custom Reporting to Unlock Business Insights
Have you ever found yourself knowing exactly WHAT you want to know, but aren't sure HOW to get at that data?
In this webinar, Tasha from our Client Success Onboarding team demonstrates how insurance agencies use real-time analytics and custom reporting to gain deep insight into their business and are able to make more informed decisions because of it.
- How to maintain clean, complete data to make reporting a breeze
- How to create genuinely useful reports and avoid focusing on "vanity" metrics
- How to align business goals with regular reporting
- + we show examples of common reports agencies run!