Agile BI - Insurance Brokers Insights

Delivering insights on sales performance into the hands of the broker in real time enabled this insurer to build loyalty and demonstrate a commitment to their network

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Helping brokers track their performance

The broker network of our Insurance customer were demanding better insights into their sales performance and their customer base. Using modern BI we helped them provide it online and refreshed daily.


Are old systems constraining possibilities?

The Insurer’s existing system relied on time-consuming manual processes. The output was then distributed manually as static reports

Other Insurers in the brokers network were providing higher quality, more timely information. Our client needed to demonstrate their commitment to their brokers in order to remain competitive.

We used modern visualization tools that allowed them to present data that was up to date, enabled self-service analysis and was delivered on demand through a portal.


Modern BI for Better Insights

By using Microsoft’s data visualisation tool Power BI, it was simple to deliver an online reporting solution that could be accessed any place, any time.

The modernised presentation made the reporting look more professional. The self-service aspect allowed brokers to generate their own insights.

To ensure data security the source was maintained in the Insurers own data centre. This allowed for secure daily refreshes from their internal systems.




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