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.
Every view of performance meant manual work, so trends across claims and sales were hard to see. We built the report suite.
Why it mattered
Reporting needs spanned agent performance, claim status, sales, activity and profitability, and manual processes were limiting all of it. Without version control, different people worked from different numbers, and tracking product or adviser trends over time was close to impossible when each view had to be rebuilt by hand.
What we did
- Agent Performance. Average handling time and related metrics in one view.
- Claim Status. New, open and closed claims tracked over time rather than as a snapshot.
- Diary Activity. Policy-related tasks consolidated into a single report.
- Insights. Adviser performance and product trends, including submissions, completions and revenue.
- Sales Dashboard. State and national level, tracking daily, weekly, monthly and yearly.
The difference it made
- Targeted insight with breakdowns by benefit group and dealer.
- Operational decisions based on trends rather than the latest number.
- Variance measures and trend arrows, so performance can be read at a glance.
- One set of numbers the business works from.
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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