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Purpose-Built BI for Title Insurance ALTA ONE 2026 SPECIAL

One Reporting Layer for Every Title System You Run

Bring legacy and new title production systems together in one always-current reporting layer — without replacing what already works.

Book a 30-Minute Walkthrough See the Dashboards
5 reporting modules Packages from $10,000/mo Ask it in plain English
ISO/IEC 42001 certified
ISO 27001 certified
AICPA SOC 2 Type II
Tableau Partner
AWS Advanced Tier Services Partner
Microsoft Solutions Partner
OpenAI Select Partner

The problem

Three reasons title companies call us

Data spread across legacy platforms, multiple systems and merged environments makes consistent reporting hard. It usually shows up in one of these three ways.

Every acquisition brings another system

Qualia here, SoftPro there, RamQuest at the branch you bought last year. Each counts an order slightly differently, so no two reports agree and nobody can say which one is right.

Month-end is rebuilt by hand

Someone exports, pastes, reconciles and reformats for days. By the time leadership sees the operating review, the numbers describe a month that already ended.

Nobody can answer the follow-up

The dashboard shows premiums fell. Why, where and who takes another week — and only the one analyst who knows where that number lives can get it.

How NeenOpal helps

Your systems stay. Your reporting gets smarter.

We connect what you already run into one model — production, sales, closings, risk, retention and financial performance — without a system migration.

Key outcomes

What changes once it's running

One set of numbers

Orders, files, policies and premiums defined once and reported the same way everywhere.

Month-end that's ready

The operating review is current the day you open it, not assembled the week after close.

Performance you can see

Turn-time, output per FTE and cost of production visible at branch, office and officer level.

Answers, not tickets

The follow-up question gets answered in plain English instead of joining a reporting queue.

See it working

The dashboards behind the reporting layer

Built on anonymised title data from a multi-state agency. Pick a dashboard and explore it live — every report is fully interactive, and the same reports go live on your own data during implementation.

Demo data only — no client information is shown. Open full screen Walk Me Through It

The AI analyst

Included in Gold & Custom

Ask a question. Get the answer, not a report request.

Every dashboard sits on the same semantic model — so your team can ask it directly, in plain English, and get an answer that reconciles with the reports leadership already signed off on.

Questions it handles

  • "Which branches missed turn-time target this month?"
  • "Why did premiums drop in our Central region last quarter?"
  • "Show cancellations by escrow officer since June."
  • "Which referral partners sent fewer files than last quarter?"
Book a 30-Minute Walkthrough

Connects to your existing systems

Built against source categories, not specific vendors

Keep the systems you have. Your reporting stays consistent across all of them.

Title Production System

Your system of record for orders, files, policies, premiums, closings and cancellations.

Examples: Settlor · Qualia · RamQuest · SoftPro · ResWare

ERP System

GL, P&L and balance sheet data feeding your financial performance reporting.

Examples: Business Central · NetSuite · QuickBooks

Also supports: CRM · Customer Survey / CX · Public Records / County Open Data

What's inside each module

Five modules, every report named

All five are included in Gold. Silver covers any two of your choice.

Title Production

  • Title Operations Report — production, turn-time and stage-level performance
  • Title Productivity & Cost Report — output per FTE and cost of production

Closings – Daily Ops

  • Daily Operations Scorecard
  • Closings Performance Dashboard
  • Total Premiums Overview

Financial Performance

Quick start
  • Monthly Operating Review
  • Operating Trends Report
  • Balance Sheet Report

Risk & Retention

Quick start
  • Policy Cancellation Report
  • Customer Experience (NPS) Report
  • Wire Fraud Risk Monitor

Sales Performance

  • Sales Performance Dashboard — sales health by segment, contact, company and office
  • Sales Contest Tracker · Referral Partner Spotlight · Sales Commission Report

Choose your package

Transparent packages, one flat monthly fee

Data warehousing, BI licensing and administration, and infrastructure are included in every package — no line items. Final scope and pricing are set in your consultation.

Silver

Starting from $10,000/mo One-time setup from $25,000
  • Any 2 modules of your choice
  • 10 named users
  • Up to 2 data sources
  • Standard managed support
  • AI assistant / agent
Request a Consultation
Most complete

Gold

Starting from $20,000/mo One-time setup from $50,000
  • All 5 modules
  • 20 named users
  • Up to 6 data sources
  • AI assistant / agent included
  • Dedicated success manager
Request a Consultation

Custom

Tailored quote Let's scope it Setup starting from $50,000
  • Tailored mix of modules
  • Negotiated user count
  • Unlimited / negotiated data sources
  • AI assistant / agent included
  • Dedicated team plus custom SLA
Request a Consultation

Not sure where to start? Financial Performance and Risk & Retention are our two fastest-to-deploy modules — a practical starting point for measurable business impact.

Standard with every package

1

Data warehousing

Your Redshift or Snowflake, or ours.

2

BI licensing

For all named users.

3

BI administration

Access and permissions managed for you.

4

PDF delivery

Reports delivered by email.

5

Infrastructure

One flat monthly fee, no line items.

NeenOpal

Ready to get started?

Turn your title data into a clearer business advantage. Book a 30-minute walkthrough on your own reporting questions — or come find us on the floor at ALTA One.

Book a 30-Minute Walkthrough

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