Success story
Life Insurer
Every view of performance meant manual work, so trends across claims and sales stayed hidden.
- Client
- Life Insurer
- Industry
- Financial services
- Technologies
- Power BI
This client is an Australian-owned life insurance business offering life, disability, critical illness and income protection cover through financial advisers.
The challenge
The client needed clear reporting across agent performance, claims, sales and profitability, but manual work held it back.
What we did
We built a set of Power BI reports across the business.
We replaced manual reporting with connected Power BI reports for each part of the business.
What this involved
- Built an Agent Performance report with average handling time and other metrics.
- Tracked new, open and closed claims over time.
- Consolidated policy tasks in a Diary Activity report.
- Reported on adviser performance and product trends, including submissions and revenue.
- Built a Sales Dashboard at state and national level, from daily to yearly.
The results
What Life Insurer got
Reporting across the business
Agent performance, claims, sales, activity and profit
Trends tracked over time
Adviser and product performance in one clear view
Faster, better decisions
Sales tracked against targets from daily to yearly
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