Automation
Real-time analytics dashboard with natural language query interface for carrier executives. Generates custom reports and visualizations on demand without IT involvement or pre-built report templates.
Client
Mid Market MGA
Services
Custom Software Development
Surplus lines carrier writing specialty commercial coverages across multiple states. Focus on hard-to-place risks and niche markets that require customized coverage solutions. Executive team managing $200M+ in annual premium with complex product portfolio and multiple lines of business each with unique performance metrics and reporting needs. Established surplus lines player with strong underwriting discipline and profitability track record. Board and executive team focused on data-driven growth strategy. Robust policy management and claims systems in place but limited business intelligence capabilities with IT resources constrained by competing priorities for custom development work.
Executive decision-making was delayed by lack of timely data. Standard reports from the policy management system were too rigid - executives needed custom analysis that required IT involvement to build. Report requests took 1-2 weeks to fulfill, by which time the information was often stale. Business intelligence tools required technical expertise to use.
Executives wanted to ask business questions and get answers, not learn SQL or BI software. Ad-hoc analysis meant extracting data to Excel, which was error-prone and couldn't be trusted for board presentations. The carrier needed self-service analytics that executives could use without technical knowledge, with confidence that data was accurate and current. Strategic decisions were being made with outdated information or delayed until IT could produce requested reports.
Natural Language Query Interface
Ask business questions in plain English without technical knowledge. System understands insurance terminology, metrics, and context to generate appropriate analysis. Iterative refinement allows drilling into specific aspects of data.
Multi-System Data Integration
Real-time connections to policy management, claims, financial, and operational systems. Unified data model ensures consistent metrics across sources. Role-based access controls enforce data security while enabling self-service.
Dynamic Visualization Generation
Automatic selection of appropriate chart types and visualizations based on query intent. Time series, comparisons, distributions, and geographic analysis generated dynamically. Interactive visualizations allow exploration without new queries.
Narrative Insights and Trend Analysis
System-generated explanations of trends, anomalies, and key insights. Automated identification of significant changes or patterns in data. Export capabilities for presentations and board materials with full context included.
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