In the insurance industry, having clear, data-driven insights is crucial for making informed decisions. Leadpal’s analytics offer a comprehensive view of the sales process, from lead acquisition to conversion. Our reports are designed to deliver accurate insights, support insurance brokers in their decision-making and help to drive growth. Each report is tailored to meet the specific needs of brokers, turning data into a valuable resource for strategic planning.

To view your analytics, click "Analytics" in the left sidebar of Leadpal. This will take you to the detailed reports and insights that can help you monitor and optimise your sales performance.

The Monthly Sales Performance report provides a clear overview of sales activity for sales managers. It highlights key opportunities within the pipeline, potential premiums, and income forecasts. A key feature is its ability to drill down into specific data points, allowing managers to directly identify the most valuable leads. This report is beneficial for one-on-one reviews with agents, ensuring that every lead is categorised as won or lost and aiding in recycling lost opportunities for future consideration. The report also includes filtering options by advisor, department, and lead source, making it a versatile tool for optimising sales strategies.

The Lead Source Performance report helps business owners evaluate the effectiveness of different lead sources. It goes beyond basic metrics like lead cost by considering the quality and conversion rates of leads at each pipeline stage. This report provides insights into the performance of lead sources, revealing potential barriers at different conversion stages. Additionally, it includes an analysis of gross written premium (GWP) and income generated by each lead source, offering a comprehensive view of the value each source brings to the business.

The Lost Reasons report examines the factors contributing to lost business opportunities. It provides detailed insights into whether losses are due to pricing issues, lack of relevant product offerings, or prospects securing coverage elsewhere. This report helps identify and address the root causes of lost sales. It also offers filtering options by an advisor or lead source, allowing for targeted analysis, especially in areas highlighted by the Lead Source Performance report.

The User Performance report analyses the performance of individual advisors within a brokerage. It can be customised to rank advisors by conversion rates, sales volume, or generated income. This report helps identify performance discrepancies, such as differences in conversion rates between advisors and provides insights into potential causes, like workload distribution or training needs. Additionally, filtering by lead source adds another layer of analysis, helping to pinpoint specific challenges advisors might face with certain leads.

The Top Prospects report helps sales managers quickly identify the most promising leads within their pipeline. This report includes filtering options based on pipeline stages, enabling managers to focus on the highest-value prospects and those closest to closing a sale. It streamlines the sales process by allowing a more targeted approach to lead nurturing and conversion efforts.

These reports give insurance brokers essential tools for analysing and understanding their sales processes. By offering detailed insights into lead performance, source effectiveness, and individual advisor metrics, these reports enable data-driven decision-making and help optimise growth strategies. Regularly reviewing and utilising these reports can significantly enhance the efficiency and effectiveness of your lead management efforts.