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Set Up DNI (Dynamic Number Insertion)UTM Tracking in SureConnectThe Live Ops DashboardCampaign ReportingView Submitted ApplicationsAgent Performance Metrics
Help CenterAttribution & Analytics

Attribution & Analytics

DNI setup, UTM tracking, live ops dashboard, and performance reporting.

Set Up DNI (Dynamic Number Insertion)

Show unique tracking numbers to website visitors so every call ties back to its source.

Admin

UTM Tracking in SureConnect

How SureConnect captures UTM parameters and ties them to calls for attribution.

Admin

The Live Ops Dashboard

Monitor active calls, agent status, and queue health in real time.

Admin

Campaign Reporting

View call volume, quality scores, revenue, and conversion rates per campaign.

Admin

View Submitted Applications

Track deals from first call to closed policy on the Applications page.

Everyone

Agent Performance Metrics

Review per-agent call volume, conversion rates, and revenue generated.

Admin