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Data Analyzer

Upload referrals. Get counts instantly.

Drop in the customer-referrals export to calculate leads, contacted, quotes, sold deals, CSR activity, and missing data.

Upload the file. The report calculates as soon as you submit.

Optional. Upload the separate list of leads not enrolled. Those people will be matched back to the main export.

Optional. Upload the sales report with real written premium. This is compared against revenue inferred from the lead export.

Advanced options