Buyer Insights
The sale is half the story.
Buyer Insights joins TapQuality call data to your dialer, CRM, appointments and enrollment records. You judge each source by the policies that last, not by the sales logged on the day of the call.
All sources
In force at 90 days
260
82% of sale · 2% of landing page
Sales whose policy was still in force 90 days after it took effect.
Source: Your enrollment records
metric · in_force_90ddata through · Oct 28
Sales still in force at 90 days
- Search ads89%
- Social ads65%
- Partner pages95%
Social ads sell almost as well on the day, then lose a third of their policies.
Illustrative data. Pick a source or a stage to see its numbers, definition and data date.
How it works
Your records, lined up with every call.
A sale logged on the day of the call tells you a source can sell. It doesn’t tell you the policy took effect, or that it was still there three months later. Buyer Insights follows each call into the records that do.
In
- TapQuality callsLanding page, number lease, call, transfer
- Your dialerDispositions and sales
- Your CRMThe customer record behind each sale
- AppointmentsBooked from calls, kept or missed
- Enrollment recordsEffective dates and policies in force
Buyer Insights
Matches each call to its sale, its appointment and its policy, then reports by source, team and campaign.
Back, every hour
Caller attributes in TapQuality
Your outcomes return to TapQuality every hour and attach to the caller.
- Dated to each call, never after it
- In your reports, beside each call
Nine tabs
From the first ping to the policy that stuck.
Each tab answers one question a buyer asks every week. The numbers come from the same joined records, so the tabs agree with each other.
01
Executive
The headline numbers for the whole business on one screen.
02
Acquisition
Lead sources, ping yield, and pacing against each cap.
03
Call funnel
Landing page to number lease to call to transfer to sale, by source.
04
Appointments
Appointments booked from calls, and how they turn out.
05
2027 plans
Carrier footprints for the new plan year, and members whose plans are leaving.
06
Retention
Policies still in force at 90 days, and sales that never took effect.
07
Ancillary attach
How often a sale brings an ancillary policy with it.
08
Operations
Compliance score, scored-call quality, and the hours calls go unanswered.
09
Data status
How fresh each feed is, and whether the sources reconcile.
Access and privacy
Everyone sees their slice. No one sees a member.
Access follows the role, and row-level security decides which rows each person can read. Reports carry counts, rates and definitions, never the people behind them.
Four roles
- ExecutiveThe whole business, summed up
- ManagerTheir own teams and queues
- AnalystThe detail behind each metric
- AgentTheir own calls and appointments
Left out of client reports
- Call transcripts
- Call recordings
- Phone numbers
- Member-level rows
Small cells are suppressed. When a group is too small to show without pointing at a person, the cell is blanked.
Every number is defined
Each figure ties to a named metric and the date its data runs to, so a manager and an analyst reading the same tile mean the same thing.
in_force_90d
Sales whose policy was still in force 90 days after it took effect.
source · enrollment records
data through · Oct 28
In production with a Medicare agency
See it on your own book
Buyer Insights isn’t self-serve. We connect your dialer, CRM, appointments and enrollment records with you, then open access by role.