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.
Feature

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.

Process

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

Marketing Dashboard
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
Agent Profit Dashboard
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
Agent Scorecard
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
Product Close Ratio by Agent
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
Product Insights
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

Marketing Dashboard

Marketing Dashboard
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

Agent Profit

Agent Profit Dashboard
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

Agent Sales Scorecard

Agent Scorecard
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

Close Ratio

Product Close Ratio by Agent
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

Product Insights

Product Insights
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

Scalable Solutions

Whether you’re a solo producer or a 100‑seat call center, dashboards auto‑scale with no extra licenses.

Proven Advice

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.

Peachy Insurance

Peachy Insurance

Key Milestones and Achievements

Atlanta‑based Peachy Insurance partnered with NCC to ignite sustainable, metric‑driven expansion. Highlights include:

  • 1,000‑Item Month
  • Sustained Double‑Digit Growth
  • $16.31 Cost Per Transfer
  • KPIs Fully Optimized
  • 170 Quotes Per Day from NCC
View Case Study
Key Milestones and Achievements

Patrick Siefert

Key Milestones and Achievements

Fort Myers‑based Siefert Insurance Agency partnered with NCC to slash acquisition costs and accelerate profitable growth. Highlights include:

  • 97%  Lift in ROI
  • 67%  Savings in Cost per Lead
  • 25%  Savings in Cost per Item
  • $36K Annualized Spend Reduction
  • Personalized Caller Coaching & Support
View Case Study
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Wyatt Mace

Key Milestones and Achievements

Agency owner Wyatt Mace partnered with NCC to cut acquisition costs and fast‑track profitable growth. Highlights include:

  • 692 Items Sold (Nov ’23 – Feb ’24)
  • 189% ROI on marketing spend
  • Cost per Transfer dropped to $19.14
  • Cost per Lead reduced to $4.70
  • Hands on lead buying management leading to high value prospects
View Case Study

Our Data Solutions Team

Meet the cross‑functional experts who turn your numbers into next‑step actions:

Carissa McElligott

Carissa McElligott

Master of Data & Problem Solving

Project Management Client Relationships Goal Setting & Tracking

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
Check out Carissa’s LinkedIn
Tianna Mosby

Tianna Mosby

CRM Strategy Manager

CRM Customization CRM Set-Up CRM Management

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
Check out Tiana's LinkedIn
Krishna Vardhan Reddy

Krishna Vardhan Reddy

Chief Information Officer

Business Strategy Lead Management Data Analysis

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
Check out Krishna's LinkedIn
Jisnu Prabhu

Jisnu Prabhu

Dashboard & Data Specialist Next Call Club

Data Analysis Data Visualization Dashboard Administration

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.
Check out Carissa’s LinkedIn
Ryan Garr Louis Williams

Ryan Garr Louis Williams

Data Solutions Consultant

Data Analysis Data Automation Data Visualization

Degrees/Certifications:

  • Bachelor’s in Marketing - Florida State University
  • Tableau Certified - Tableau
  • Salesforce Certified Administrator (SCA) - Salesforce
Check out Ryan's LinkedIn
Carissa McElligott
Master of Data & Problem Solving

Carissa McElligott

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

Tianna Mosby

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

Krishna Vardhan Reddy

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

Jisnu Prabhu

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

Ryan Garr Louis Williams

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.

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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.

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