CLIENT: Large Insurance Provider
An insurance company approached Sapling to develop Power BI dashboards to help keep track of the policies they sell and customer retention
NUMBER OF CUSTOMER WITH ACTIVE POLICY
Latest Case Studies
An insurance company approached Sapling to develop Power BI dashboards to help keep track of the policies they sell and customer retention
We made dashboards to keep track of the policies being sold based on types and yearly improvements on certain key metrics
We calculated which customer has an active policy at any given point based on transactional data. We incorporated this into a cohort table to visualize how many of the customers maintained an active policy over the following months
As a result the client is not only able to monitor the growth of their business, but also to identify and rectify the underperforming aspects of the business where they can reach the greatest improvements
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
