The Challenge
Policy, claims and financial data lived in separate systems, each with its own exports and formats. Month-end reporting meant manually reconciling these sources in spreadsheets — slow, prone to version-control errors, and leaving finance and underwriting teams working from different numbers.
The Approach
Our team consolidated the disparate data sources into a single data model and built automated reporting that:
- Reconciled policy, claims and financial data into one consistent view
- Tracked claims ratios, loss reserves and financial performance in a live Power BI dashboard
- Replaced manual spreadsheet reconciliation with an automated, scheduled data refresh
- Routed approval and sign-off steps through an automated workflow instead of email chains
- Gave finance and underwriting teams a shared, always-current source of truth
The Results
- Month-end close time cut by 60%, down from days of manual reconciliation
- Consistent, single-source figures across finance, claims and underwriting teams
- Faster visibility into claims trends and financial performance
Ready to see this kind of result in your business?
Book a free Business Automation Assessment and we'll show you where BI and automation could save your business the most time and cost.
Book Free Business Assessment