Brad Fugate

Our team uses Track That Advisor’s analytics daily to keep up with open cases, measure the performance of different marketing channels, and make decisions about where to allocate money. It’s a critical piece of our business, and outsourcing has been much easier and thorough than when we did this in house because they provide accountability, show us how we’re doing compared to nationwide benchmarks, and are just better than most of our team at writing spreadsheet formulas.