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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:
- Competitor Analysis
- Market Analysis
- Heat Maps Using PowerBI To Analyze Market Trends
- Open Orders Vs. Close Orders
- Sales Person Performance
- Escrow Officer Performance
- Customer Analysis
- Realtor Analysis (deal flow comes from realtors)
- Real Time Updates
Key Strategies Implemented
- 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.
- From here, we worked closely with the president to find the exact insights and KPIs they were looking for
- The main thing here was to use heatmaps with PowerBI to analyze the trends of orders and the trends of market growth rates
- The final steps were to visualize the data and create automated reports using PowerBI and Excel (VBA)
- By using a cloud based solution, the reports are up to date and easily shared amongst individuals and/or stakeholders