Client Success

Texas Title Insurance

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Client Success

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14 Branch

Locations Analyzed


16 Hours

Saved Per Month



ROI From Our Fees

The Client

This client is a Title Insurance company that has 14 branches in the Houston metropolitan and an annual turnover of ~$30mm. As you can imagine, they have tons of data and needed some help finding insights into things like:

Key Strategies


The main strategy here was to export their raw data from their in house, custom built software and then normalize and store it in a database and connect Excel and PowerBI


From here, we worked closely with the President to find the exact insights and KPIs they requested


Once learning the insights required, we used advanced data modeling techniques to bring those insights to life


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


Finally, we created a non-editable, secure, shareable link to help their team analyze the reports in real time

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