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
A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.
