Reports

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custom report
analysis
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When it comes to the evaluation of your data, a detailed report can lead directly to the success of your company. At LeadSwami, we specialize in organizing your data, condensing it, and providing you with in-depth reports that you can use to fuel lead generation and organization. From the evaluation of your sales team to evaluating the success of your lead vendors, we provide our clients with a wide range of data reporting services to help their property and casualty insurance business to succeed. If you are having trouble with your data analytics when it comes to lead generation and management, get started with LeadSwami today!

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analysis

Evaluate Vendor Success

There are a lot of lead vendors out in our industry, and each one of them is offering the same thing: successful leads. But how can you determine which vendors are providing the most successful leads? When you work with LeadSwami, one of the reports we can provide for you is called our Vendor Spend Report. Essentially it’s a summary of vendor success rates and which vendors are providing you and your business with the best leads. If you are looking to organize your lead data and efficiently manage it leads, this report can help you find out which vendors are providing you with the best leads.

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Sales Team Reports

Your sales team is the key to your success. In all honesty, lead generation does not make a big difference unless your sales team can seal the deal. Because of the importance of the sales team, it’s important to evaluate their efficacy. Our employee spend report aims to do exactly that! This report can provide you with the information you need to encourage your sales team and reward good work when it’s warranted! For more information about this report and more, reach out to us today!

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Evaluate Your Zip Code Success

Evaluating various zip codes and their success rate when it comes to insurance conversions can help you to hone in your focus when it comes to addressing different leads. For instance, if there is a specific area that seems promising but has not been paying off, it is likely smart to shift your focus away from that zip code and transfer it to an area that might have a higher conversion rate. If you are looking to create efficient processes for your property and casualty insurance business, this report can help you to orient yourself in the midst of a wide range of data.

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Custom Report Availability

While the three above reports are some of our curated data analytic specialties, we offer the ability to customize your report delivery and organize your data in a way that fits your business best. No matter the problems or successes you are experiencing, LeadSwami is are able to help you organize your data and evaluate it in the most efficient way possible. If you have an idea for a report that may benefit your business, reach out to us today to develop your custom reports.

Customize Your Report

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At LeadSwami, we specialize in providing our clients with some of the best lead management software in the property and casualty insurance industry. From goal tracking to data organization, you can trust us to provide you with the insight you need to succeed. For more information about our services and reporting capabilities, reach out to us today! We look forward to working with you and helping your business to succeed!

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