Accelerating the delivery of new digital initiatives with confidence
Success Story Financial Services
Modernizing Insurance Business Operations With Data VisualizationApexon delivers tailored reporting solutions to help insurance company gain full visibility into business operations and evaluate KPIs for future enhancements 
As this national leader in life and health insurance, annuities and retirement-planning solutions experienced rapid growth, it was losing visibility into its business operations. Reporting systems were unable to meet the growing needs of the business, limiting visibility into performance, hampering decision making, and making collaboration between different functions and business units more difficult.
This insurance company was looking for a data visualization solution designed to scale alongside the company’s rapid expansion.
The company engaged Apexon to work with its C-level executives and marketing leads to understand its reporting needs and deliver a custom solution that could meet its diverse needs and growth with it.
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Founded more than 50 years ago
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National leader in life and health insurance, annuities and retirement-planning
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Over 200,000 agents in 60 agency offices and over 35 independent partner offices
The Customer Journey
- Data warehouse and business intelligence
- Data warehouse and business project management
the Results
Key Outcomes
Significantly improved
visibility into company
performance
visibility into company
performance
Scalable data &
analytics operations
analytics operations
Full view into
revenue, policies, &
market performance
revenue, policies, &
market performance
Go Digital
Be digital
Creating the infrastructure and foundation to scale digital initiatives
Evolve Digital
Leveraging data and analytics to continuously improve digital delivery processes
Enable digital adoption in a quick, and agile manner
Build digital infrastructure and foundation for enterprises to scale
Re-engineered the company’s data to quickly and efficiently generate analytics and visualizations
Leverage data engineering to make strategic decisions and get digital right every time
Created four state-of-the-art, industry-focused Tableau dashboards that track KPIs pertaining to revenue, production, effective headcount and marketer performance
The challenge
Optimizing infrastructure for data visualization & analytics
The company had made more than 25 mergers and acquisitions in two years. It had more than 200,000 agents in 60 agency offices and over 35 independent partner offices. The company’s operations were spread across various branches and affiliates, making it difficult for executives to get a complete picture of the business.
Without a standardized system, executives had to tediously sort through data in numerous layouts, formats, and files to draw conclusions. This created several big business obstacles:
Dispersed Data Processes Disparate systems caused unorganized data and loosely defined data processes
Decreased Productivity Across the Business The need to manually sort and validate data created time inefficiencies for executives and slowed important decision-making
More Difficult Collaboration the lack of centralized reporting made it more difficult for different units and functions to coordinate and support one another’s goals
The Solution
Data Visualization & Engineering
Apexon’s reporting solution focused on two key capabilities for the company and its executives:
- Re-engineering the company’s data to quickly and efficiently generate analytics and visualizations. This enabled executives to load dashboards with key metrics and interactive visualizations on demand
- Creating four state-of-the-art, industry-focused Tableau dashboards that track KPIs pertaining to revenue, production, effective headcount and marketer performance
As a result, the company has much better access to critical information on the company’s performance and is able to communicate it more effectively to keep different business units and functions in sync.
It also has more scalable data and analytics operations which provide a full view into revenue, policies, and market performance allowing executives and analysts to leverage KPIs to develop new strategies to support its growth.