Case Study | Insurance

Corporate Analytical Model

Data warehouse and analytical model of the areas of production, portfolio, claims and finance.

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GOAL

Optimise commercial and actuarial management by monitoring results on a daily basis.

Continuous push of commercial information and technical results to all levels, from managers to agents.

Automation of financial processes by business lines.

STRATEGY

  • Incorporation of all company data sources.
  • Normalization.
  • Data Warehouse design and processes.
  • Analytical model design / semantic layer.
  • Creation of a reporting portal (SSRS, Excel, Power BI, mobile).

RESULTS

  • Guaranteed traceability and data integration.
  • Creation of a classification engine for mediators and clients based on commercial criteria and technical performance.
  • Data availability on mobile devices.
  • Immediate availability of information and results.

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19,493 million in bonuses

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13 business lines

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96,155 policies

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