Liberty | Heritage Insurance Company

Demo Dashboard

Are You at Liberty? Campaign Dashboard

Future Postcard analytics →Illustrative data · pitch use only

Demo Personas

Jump straight into a completed journey.

Journey starts

12,450

Completed

8,715

70% completion

Callback requests

3,920

45% conversion

WhatsApp referrals

2,180

Appointments booked

1,140

Average Liberty Score

64

Lead conversion

45%

Completion rate

70%

Journey starts by week

W1
W2
W3
W4
W5
W6
W7

Contribution comfort range

2,500
5,000
10,000
20,000
50,000+
Lump sum

Preferred contact channel

  • WhatsApp48%
  • Phone31%
  • Email21%

Referral sources

  • Organic32%
  • WhatsApp Share28%
  • Social Ads22%
  • Adviser Link18%

Completion & callbacks by goal

GoalUsersCompletionCallbacks
Owning My Home3,420
74%
1,180
Growing My Business2,160
66%
720
Children's Future3,050
76%
1,090
Building Wealth2,430
69%
650
Comfortable Future1,390
63%
280

Recent leads

IDNameGoalScoreRangeChannelSourceStatus
L-1042Amina OtienoOwning My Home6810,000WhatsAppOrganicNew
L-1041Brian KamauGrowing My Business5920,000PhoneAdviser LinkContacted
L-1040Wanjiku MwangiChildren's Future8450,000+EmailWhatsApp ShareAppointment Booked
L-1039Kevin NjorogeBuilding Wealth7110,000WhatsAppSocial AdsConverted
L-1038Faith AchiengComfortable Future625,000WhatsAppOrganicNew
L-1037David MutuaOwning My Home555,000PhoneSocial AdsContacted
L-1036Naliaka WekesaChildren's Future7820,000WhatsAppWhatsApp ShareAppointment Booked
L-1035Samuel KorirGrowing My Business49Lump sumEmailOrganicNew