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Sales and Policy Renewals: Analyzed

Sales and Policy Renewals: Analyzed

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Company Profile

This is a national insurance firm specializing in property and casualty insurance. They needed a secure place to centralize data across the business to monitor metrics related to product portfolio, marketing performance, and claims history to gain seamless insight into sales performance and enhance sales growth.

Before using SRK     Now with SRK
  • Limited dynamic just-in-time analysis to monitor the market and competitors.
  • Lacked a centralized and secure location to consolidate data from multiple sources to cross reference premium, marketing, claims, and customer data.
  • No visualizations or automatic alerts to recognize easy cross-sell and upsell opportunities.
  • Unable to freely explore data and perform quick ad-hoc analysis.
  • Google Analytics information now available at a glance to improve conversion rate and marketing ROI.
  • Consolidated internal and external data to identify suitable products to the targeted demographics for maximum profitability.
  • Visualizations and notifications ensure operational effectiveness across departments.
  • Slice and dice the analysis without having to wait for IT.

  • Self-service analytics designed to help users gain valuable insight into sales activity and claim processed by demographics to improve profitability.
  • Increase revenue potential by granting access to complete views of the analysis and using easily interpreted graphical visualizations to ensure comprehension.