Insurance Data
Meaningful reporting for your distribution
Insurance Products
Making sense of Insurance sales and retention
We have worked closely with a number of large insurance providers to create more meaningful reporting capability.
Our tools are able use multiple data sources including products, web sales and many others to significantly improve data reporting and transform data into insights and potential actions.
Raising sales staff awareness meaningful reporting leads to increased sales and reduced lapse rates and enables data driven retention discussions.
We use statistical techniques to identify baseline conditions, key factors that influence outcomes, trends in the data and differences over time.
We employ various reporting and data visualization techniques from Microsoft Power BI to Excel to present information in a usable format, from mapping to dashboards to interactive interfaces.
Key Services
- Primary and secondary data collection
- Data cleaning
- Data tracking and reporting systems
- Data analysis and modeling
- Data visualization
Example Reports
Turn Complex into Meaningful
Implement Quickly
