Increase retention with Health Intelligence.
Springbuk partnered with a brokerage firm that was experiencing increased client turnover.
When prepping for a client meeting, their Practice Leader would create numerous reports, from multiple data sources, that took hours to compile. She needed a way to quickly analyze years' worth of data to predict potential outcomes and identify opportunities.
In this use case, learn how Springbuk Report Builder equipped the Practice Leader and brokerage firm with the tools to:
- Quickly create robust, easy-to-share reports that would have previously taken several hours
- Deliver proactive plans to help their clients focus their resources on opportunities to make the biggest impact