Reporting & Metrics

Reporting & Metrics for you the prouder is of critical importance. You need to know how you are producing, which agencies you are submitting most of your business to, and how successful your marketing campaigns are doing. InsureSocket offers robust reporting and metrics tools to keep you in the know each step along the way. With hundreds of reports available below are just a sampling of some of the reports we can offer you.

Sales Pipeline Report - Provides detailed analysis of your sales pipeline letting you know where each sale is in the process, prospective close dates, revenue estimates, and more by sales person, carrier, or agency.

Quality Assurance Report - Allows you to track outstanding issues with your clients to ensure that they receive the best customer service on problems or complaints.

Marketing Campaign Report - Gives you detailed information on your marketing campaigns so that you may track their overall success, the amount of business generated, cost metrics, and more...

Consolidated Statement Report - Provides a consolidated statement of your clients overall holdings. This is great report for quarterly or year end reviews.

Outstanding Requirement Report - Allows you to be well informed on all of your outstanding requirements by client, by carrier, by requirement type, and by agency.

" We searched long and hard to find the right tool for our business.  InsureSocket understood our needs and offered a set of tools that could provide us a way of reaching both our operational and sales goals.  InsureSocket is the only client relationship management tool I will recommend."                                                       - Mike K. with BenefitProtect