Delivering timely, insight-driven reports to corporate clients while managing large volumes of inconsistent data from multiple insurers.

The Problem:
Client received insurance data in .xls files from multiple providers across different client accounts. Each dataset had:
– Varying structures
– Manual errors
– No centralized system
Preparing reports required hours of manual cleanup, limiting scalability and delaying client deliverables.

Automation:
Client struggled with fragmented data spread across multiple tabs and sheets. This siloed approach made it difficult to get a holistic view of insurance onboarding and exit data, slowing down workflows and increasing the risk of errors.

Reporting:
Locating critical company details such as revenue, net commission, averages, and other performance indicators was cumbersome and time-consuming. The lack of a centralized, intuitive interface meant stakeholders often faced delays in accessing the insights needed to make timely decisions.