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Client Success

Florida Title Insurance

This client is one of the largest Title Insurance companies in Florida that has 9 portfolio title companies and comprises of 26 locations. Doing an annual turnover of ~$40mm, they were looking for insights such as competitor analysis, market analysis, sales person performance, etc.

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Client Success

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10,000+

Deals Analyzed Per Year

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300+

Hours Saved Annually By Automating Reports

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9.8x

ROI From Our Fees Based On Time Savings And Insights Gained

About
The Client

This client is one of the largest Title Insurance companies in Florida that has 9 portfolio title companies and comprises of 26 locations. Doing an annual turnover of ~$40mm, they were looking for insights such as:

Key Strategies
implemented

1

This client is a subsidiary of the largest Title Company in America and all of their data was stored in custom softwares, so exporting the data and analyzing it was via CSV files.

2

From here, we worked closely with the president to find the exact insights and KPIs they were looking for

3

The main thing here was to use heatmaps with PowerBI to analyze the trends of orders and the trends of market growth rates

4

The final steps were to visualize the data and create automated reports using PowerBI and Excel (VBA)

5

By using a cloud based solution, the reports are up to date and easily shared amongst individuals and/or stakeholdersĀ 

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