Power Up Your Pipeline with Analytics
Next Call Club’s dashboards turn raw numbers into next‑step actions—so you can quote faster, sell more, and stay compliant.
Why Choose Next Club
Data Dashboards That Drive Agency Growth
We blend cutting‑edge technology with decades of insurance know‑how to surface insights your producers can act on today—no spreadsheets, no SQL.
01
Customized Analytics Strategies
Every engagement kicks off with a KPI workshop. On average, our analysts identify 18 high‑impact metrics per agency in the first 30 days, eliminating noise and spotlighting growth levers.
02
Tools to Empower Decision-Making
From predictive modeling to real-time dashboards, our tools provide you with the clarity to make data-driven decisions confidently.
03
Data-Driven Marketing
Pinpoint your ideal customers and craft campaigns that convert. With our analytics, you’ll know where to invest your marketing dollars for maximum ROI.
04
Compliance-First Approach
As R.E.A.C.H. members and long‑time advocates of Telephone Consumer Protection Act (TCPA) best practices, we build guardrails into every dashboard, so your growth never comes at the cost of compliance.
Why You Need Data Analytics Dashboards
Without any analytics, you’re flying blind. Without a dashboard, you’re swinging with one eye closed. Here’s how these misses usually play out.
Problem
- Missed Opportunities – subtle buying signals vanish inside siloed systems.
- Ineffective Decision‑Making – without context, raw numbers slow your team down.
- Limited Insight into Performance – KPIs stay hidden, masking lagging lines of business.
- Delayed Issue Detection – churn or declining premium surfaces only when it hurts.
Effect
- Growth trends go unnoticed until quarter‑end
- Leaders rely on gut feel, risking over‑ or under‑investment.
- Progress toward goals stays opaque, making accountability tough.
- Corrective action starts weeks late, costing revenue and reputation.
The Process
Our onboarding process is straightforward for all new agents. It’s a three-part process, proven to deliver by unlocking roadblocks holding you back.
We Gather Your Data
Leads, sales, quotes, calls, and operational systems flow into a secure warehouse.
Historical Benchmarking
We stitch three months of back data to establish trend baselines.
Actionable Insights
Our analysts deliver a monthly playbook highlighting win/‑loss drivers.
Dashboard Examples
Advantages:
- See exactly where your ROI is coming from
- Stop guessing which channels to quit or double‑down on
- Customizable for whatever metrics you care about
Customizable:
- Slice results by Lead Source, Vendor, Lead Format, or Vertical
- Apply flexible date filters to analyze any time frame
- Toggle between raw tables or presentation‑ready visuals
Advantages:
- Instantly spot your most, and least, profitable producers
- Monitor your costs and close rates to safeguard margins
- Motivate the team with transparent leaderboards
Customizable:
- Switch views: YTD, MTD, or any custom range
- Filter by individual agent, team, or location
- Export detailed profit data for payroll or coaching sessions
Advantages:
- One‑screen view of calls, quotes, close ratio, and premium
- Highlight coaching moments with trend lines vs. targets
- Celebrate wins by product line as well as total volume
Customizable:
- Toggle daily, weekly, or monthly timeframes
- Show or hide product categories to match incentives
- Choose table or chart view for meeting‑ready reports
Advantages:
- Compare conversion rates across agents, products, or campaigns
- Benchmark against a target line so under‑performers stand out
- Forecast revenue impact from even small lifts in close rate
Customizable:
- Set minimum‑quote thresholds to remove outliers
- Filter by date, lead source, or policy type
- Download visuals for quick insertion into slide decks
Advantages:
- Reveal which product lines drive the highest premium and margin
- Uncover cross‑sell opportunities by mapping quotes to closes
- Prioritize training on products that drag down profitability
Customizable:
- Toggle metrics: quotes, close ratio, revenue per quote, or LTV
- Filter by production dates or minimum premium levels
- Swap between summary tables and scatter plots for deeper analysis
The Next Call Club Difference
Not all data is created equal. Our seasoned analysts separate signal from noise to keep you focused on the levers that matter.
Insights that Matter
Personalized KPI scorecards arrive in your inbox on-demand, before sales meetings or scheduled reviews.
Scalable Solutions
Whether you’re a solo producer or a 100‑seat call center, dashboards auto‑scale with no extra licenses.
Proven Advice
Tap into a data team with a proven track record of transforming insurance agencies into analytics machines.
See NCC in Action
From a 1,000‑item month to 30% premium growth, good things happen when data meets discipline.
Our Data Solutions Team
Meet the cross‑functional experts who turn your numbers into next‑step actions:
Carissa McElligott
Master of Data & Problem Solving
Degrees/Certifications:
- Master’s of Business Administration – University of Georgia
- Bachelor’s in Business Management – Florida Gulf Coast University
- Project Management Professional (PMP) ® - Project Management Institute
Tianna Mosby
CRM Strategy Manager
Degrees/Certifications:
- Master of Business Administration - University of North Carolina Wilmington
- Bachelor’s Degree in Mass Communication/Media Studies – Virginia Commonwealth University
- Salesforce Certified Advanced Administrator (SCAA) - Salesforce
- Salesforce Certfied AI Associate - Salesforce
- Slack Certified Admin - Slack
- Certified Full MERN Stack Web Developer - University of Richmond
Krishna Vardhan Reddy
Chief Information Officer
Degrees/Certifications:
- Bachelor’s of Science in Industrial Engineering – University of Wisconsin-Madison
- Six Sigma Yellow Belt Certification CSSYB – American Society for Quality (ASQ) – MENA
- Tableau Desktop Specialist - Tableau
Jisnu Prabhu
Dashboard & Data Specialist Next Call Club
Degrees/Certifications:
- Master of Science in Computer Systems Engineering - University of Houston
- Bachelor of Science in Communication Engineering - SRM University
- Data Analyst Nanodegree with Python - Datacamp.
- Tableau Desktop Specialist - Tableau.
- Tableau Training for Data Science - Udemy.
Ryan Garr Louis Williams
Data Solutions Consultant
Degrees/Certifications:
- Bachelor’s in Marketing - Florida State University
- Tableau Certified - Tableau
- Salesforce Certified Administrator (SCA) - Salesforce
Ready to Accelerate Your Agency’s Growth?
We’re standing by to answer any questions about Next Call Club.
Let’s Talk
We don’t just tell you how, we’ll guide you!
Whether you know what you’re looking for or don’t know where to start, our team can help you find the solution that’s right for you.
By clicking PICK A TIME TO TALK or SUBMIT, I express my understanding and consent electronically via E-sign that I acknowledge, agree and consent to the Privacy Policy which includes binding arbitration and I am providing express written consent for Next Call Club to contact me by, calls and/or text at the phone number provided regarding scheduling and application status using any telephone dialing system, prerecorded/artificial voice messages and/or use of an automatic dialing device or system, as applicable sending text messages (Data & message rates may apply, messaging frequency varies: text HELP for help; text STOP to cancel) even if my telephone number is currently listed on any state or federal Do-Not-Call list. I may revoke this consent at any time and I am not required to opt in as a condition of these services. SMS consent will not be shared with third parties for their marketing purposes.