Client Success
Texas Title Insurance
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14 Branch
Locations Analyzed
16 Hours
Saved Per Month
9.4x
ROI From Our Fees
About
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:
- Branch Analysis
- Open Order Vs. Close Order Analysis
- Margin By Branch Analysis
- YoY Analysis By Branch
- Open/Closed Orders By FTE
- Commercial Vs. Residential Analysis
- Overall Market Analysis
- Competitor Analysis
- Real Estate Agent / Agency Analysis (Main Source Of Leads)
Key Strategies
implemented
1
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
2
From here, we worked closely with the President to find the exact insights and KPIs they requested
3
Once learning the insights required, we used advanced data modeling techniques to bring those insights to life
4
The final steps were to visualize the data and create automated reports using PowerBI and Excel (VBA)
5
Finally, we created a non-editable, secure, shareable link to help their team analyze the reports in real time