A leading US brokerage firm was able to transform its business by relying on data analytics and insights. As it had over 30 locations, executives were unable to track financial progress. Real-time data and insights are critical for competing in today's disruptive insurance industry. The firm was storing vast amounts of data but unable to utilize it. By implementing ASSYST's PanBI analytics solution, the firm enabled management with data-driven insights to innovate, retain clients, and gain performance insights.

1. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Big Data Analytics for Insurance Business
One of the leading brokerage
firms in the US has been able
to transform their business by
relying on data analytics and
insights.
Powerful Insurance Brokerage Analytics
Solution with pre-built business
intelligence features

2. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Big Data Analytics for Insurance Business
With their presence spanning
over 30 locations, the C level
executives were unable to
track and analyze agency’s
financial progress.

3. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Big Data Analytics for Insurance Business
Real-time data and actionable
insights are critical for
competing in today’s rapidly
disruptive and digitally
connected insurance
distribution industry.

4. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
White Paper: Leading Brokerage Firm
As realized by a top US based
Insurance Brokerage firm,
they were processing and
storing vast amounts of data
within their agency
management systems but
unable to tap the potential for
business contained therein.

5. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Challenge
Executives and producers
within Insurance Brokerage
wanted to constantly innovate
to attract new clients, while
retaining and growing their
existing clientele through new
offerings.

6. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Solution
By choosing ASSYST’s PanBI
Big Data Analytics, a web-
based Insurance data
analytics and data
visualization solution, the
customer enabled
management of employees,
clients, producers and
partners with data-driven
insights.

7. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Solution
This solution empowers
Insurance brokers and
agencies to gain insights from
multidimensional analytics to
benchmark, track and predict
business performance by
product offering, pricing,
commission structures,
customer base, geographical
presence, transaction
channels and brand visibility.

8. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Solution
As a result, PanBI facilitated
data-driven analysis of the
Insurance agency’s
performance in terms of policy
volume, revenue, new
business and activity across
all carriers.

9. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
Solution
PanBI is a business analytics
platform that helps gather
actionable insights from
enterprise data.

10. Copyright © 2017 ASSYST. All rights reserved
INSURANCE
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