Reporting
Track leads, sales, opportunities, teams, and more - then use that data to grow your business.
Pre-built report templates
Quick clicks for basic stats
Need to look up a simple metric, like new leads by date or the number of cases in a particular status? Use our pre-built templates to save time.
Customizable reporting
Analytics on demand
Build reports that show you the data you need, then save them for future use. Copy, run, or export a saved report to .csv with just one click.
At-a-glance pipeline management
Our version of a heads-up display
The dashboard automatically displays key metrics like new leads, policies pending, and premium placed. Get the updates you want without running a single report.
Sales & productivity forecasting
Setting goals, exceeding expectations
Use reports to analyze your pipeline – pull cases by status to see what you can add to your bottom line…or what part of your sales process needs help.
Grow your business. Lead with technology. Let’s take insurance sales into the 21st century. Get in touch with an Insureio expert.