We Tell Stories with Data

Welcome to a better way to view all your website, marketing, and customer data. You don’t need a PhD in Google Analytics to easily understand what’s going on at your brokerage. Be empowered to take the right action through data insights for web and truMobile.

See it in action

DATA THAT MAKES SENSE

Do you know what pages your website visitors are viewing? How about if your content and site structure are working to turn those visitors into leads? We know how difficult it is to interpret data straight out of Google Analytics, which is why we’ve extracted the most important data pieces into an easy-to-understand dashboard.


SEO INSIGHTS LIKE NEVER BEFORE

The world of search engine optimization is complicated and mystifying, which is precisely why we’ve created our own SEO dashboard. The dashboard highlights the most important metrics, including page rankings on keyword search terms and your Google core web vitals’ performance, such as load speed, design, and more.


KNOWLEDGE IS EVERYTHING

Your BMS holds so much data, but it was never designed to give you compelling reports to help you make key business decisions to grow your brokerage. We’ve built a reporting dashboard that shows you key metrics to keep you and your brokers informed.

 


MARKETING AND SALES STRATEGIES MADE EASIER

Using your broker dashboard, you can see how your sales are performing month-to-month, and where your marketing efforts are best placed. Maybe new sales are doing really well, but your retention is slipping. Using our Broker X-Ray tool and our CP360 automated communications dashboard, you can target customers about to cancel and save the sale. The best part is, you don’t need a full-stack communications team. We do all the work for you!

Free One on One Retention Coaching

VIEW APP AND PORTAL METRICS

With our reporting dashboard, you can view all metrics on your app and portal, including logins, change requests, new accounts and more. As those numbers go up, the efficiency at your brokerage also goes up!