About the Client:
The client is a leading UK-based specialty Insurance provider, with an expert team of highly skilled and experienced underwriters and a balanced, geographically diverse, portfolio of business.
The Business Need:
The Client faced the following challenges in their Data Reporting and Visualization landscape:
- The client’s earlier reports & dashboards were built with SSRS and Datazen which limited usage due to low interactivity
- UWs stored key customer information related in spreadsheets and notes.
- Data was mostly delivered only at the policy-level, which hampered discussions of UWs with customers
- The existing dashboard did not provide a complete view of customer base and Key Performance Indicators (KPI)
- Critical information was often not available with UWs for their discussions with Brokers / CROs
Key Business Outcomes from our Partnership:
- The comprehensive exploration dashboard delivered generated insights based on numerous key measures and dimensions
- Enabled a complete view of the customer database to explore with enriched data to enable cross-sell opportunities
- Provided enriched information about client at local/ domestic/ global levels from a single screen
- Enhanced UWs ability to negotiate effectively with Brokers and CROs for better pricing and share during renewals
