From scattered data to strategic Insights: Empowered revenue reporting and prediction at insurance brokerage name

Problem Statement

  • It was taking almost a week for consolidating revenue data from three core legacy systems
  • Data cleansing process was manual
  • Error prone reporting
  • Not able to do any analysis as there was no single format for reporting

Solutions Overview

  • Connected through Flexible API configurators for pulling data creating a Data Lake
  • Created multiple components part of Low Code Platform for dynamic reporting which enabled
    • Dashboards and charts
    • Pivot type charts for data manipulation
  • Enabled predictive analytics on specific metrics
  • Provided plugins for outlook for sending out reports directly to recipients and ability to download as excel and power point

Advantages:

  • Near real time reporting
  • 10X faster data collation and visibility of revenue enabling faster decision making
  • Improved operational efficiencies
  • Faster adoption through easily usable components for charts and reports