Our Services
PB Insights LLC provides analytics and workflow solutions that help organizations improve operational efficiency and customer experience — using only secure, permission-based communication tools.
Custom Dashboards
Turn your raw data into easy-to-read insights.
We design dashboards tailored to:
- Operations
- Finance
- Customer success
- Sales
- Product performance
- Support metrics
Every dashboard includes role-based access, audit tracking, and real-time refresh capabilities.
Best for: teams needing clear visibility into KPIs and performance.
Business Intelligence Reporting
We build BI systems that automatically deliver structured insights across your organization.
Includes:
- Automated scheduled reports
- Department-level summaries
- Performance trend analysis
- Weekly/monthly KPI briefings
- Secure delivery to approved contacts
Workflow Automation
We help teams automate repetitive tasks and streamline customer-facing processes.
Typical automations include:
- Appointment confirmations
- Service notifications
- Secure 2FA / verification codes
- Customer support routing
- Payment acknowledgements
- Account alerts
All messaging flows require explicit opt-in and follow industry-standard STOP/HELP compliance.
Secure Customer Engagement Tools
Our communication tools are designed for reliability and compliance — not promotion.
We support only transactional, service-related SMS messaging, including:
- “Your appointment is confirmed.”
- “Your account verification code is 123456.”
- “Your report is now available.”
We do not send marketing, offers, advertising, or promotional SMS.
