PLATFORM PREVIEW — SAMPLE DATA · This is the owner's view of the NoahX platform that runs this business. Visitors never see this page.
The principal's view
While the site books reviews, this is what the agency sees.
Every chat, instant estimate, booking, and tracked call lands here — qualified, tagged, and followed up automatically. This preview uses sample data.
Business metrics overview
Coverage reviews · July
47
▲ 23% vs June
Renewals re-shopped
31
AVG SAVINGS FOUND $486/YR
Avg first response
24s
AI ANSWERS INSTANTLY
Household retention
96%
RENEWALS REVIEWED FIRST
Review bookings by week LAST 8 WEEKS
SOURCES: BALLPARK TOOL 36% · BOOKING FORM 28% · CHAT 19% · TRACKED CALLS 17%
Live lead queue QUALIFIED BY AI
RENEWAL
38% home-renewal jump · Bedford
Re-shop across 9 carriers · two beat it · review Thursday
Re-shop across 9 carriers · two beat it · review Thursday
CLAIM
Hail claim · adjuster depreciation dispute
Advocacy call scheduled · comps pulled from 3 recent roofs
Advocacy call scheduled · comps pulled from 3 recent roofs
LAPSE
Auto renewal lands in 12 days · no response
Reminder sequence day 2 · re-shop already run, $41/mo saved
Reminder sequence day 2 · re-shop already run, $41/mo saved
NEW
New LLC needs BOP + certificate
Review booked · landlord certificate template ready
Review booked · landlord certificate template ready
GAP
Rebuild-cost audit flag · Grapevine home
Insured value $180k below reconstruction · review scheduled
Insured value $180k below reconstruction · review scheduled
Call tracking PER-CHANNEL NUMBERS
| TIME | CHANNEL | DURATION | OUTCOME |
|---|---|---|---|
| 8:47 AM | Website | 2:22 | Review booked — renewal shock |
| 10:29 AM | Google Business | 1:54 | Umbrella question → review upsell |
| 12:52 PM | Website | 0:46 | Flood question → chat handoff |
| 3:08 PM | Carrier transfer | 5:12 | Claim advocacy — adjuster call |
| 5:19 PM | Google Business | 0:37 | Missed → auto text-back sent |
Automation feed SMS + EMAIL
◴Renewal pre-review → 14 policies landing in 30 days, all re-shopped
✉Written summaries delivered → this week's 11 completed reviews
★Review request → closed claim (5★ — 'stayed on the adjuster')
✓Carrier-switch paperwork filed → 3 households, zero gaps
◴Missed-call text-back → (817) 555-01×× in 23 seconds
⚠Teen-driver birthday flags → 6 households, shop-early notes queued
Sequences run themselves; the owner just watches the board. Client-side, this connects to the NoahX customer portal.
This dashboard ships with every NoahX Smart Website.
The site out front captures and qualifies. This view runs the business. One subscription, from $99/mo.