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Home > Client Success > Leading Global Insurer Transforms Leadership Decisions Powered by Advanced Dashboards

The Client

The client is a full-service life insurance company with operations in 22 countries across the Caribbean, United States, and Latin America. With over 4,000 carrier producers and agents, the organization manages extensive data across claims, policies, sales, and customer portfolios.

The Challenge

The client faced a pressing challenge to modernize its reporting and analytics. They required a solution that could deliver comprehensive customer-centric insights for senior executives and underwriters as well as generate employee performance data.

  • Overreliance on Excel for Reporting:
    Manual, spreadsheet-heavy processes slowed reporting, in turn increasing chances of errors and inconsistencies.
  • Lack of Real-Time Executive Dashboards:
    The senior management had limited visibility into business performance insights, delaying strategic decision-making.
  • Inefficient Underwriting Processes:
    Slow evaluation of risks and performance metrics impacted product enhancements and approvals.
  • Absence of Detailed Analytics:
    The lack of advanced visualization tools restricted deeper insights into customer behavior and operational efficiency.

challenges

Overreliance on manual, Excel-based reports

Lack of real-time business performance for executives

Slow and cumbersome underwriting processes

Fragmented data across insurance value chain

The Solution

Damco developed 50+ Tableau-powered dashboards in just five months, tailored to the needs of executive leadership and underwriting teams. These dashboards provided deeper analysis into underwriting risks, customer health trends, and employee efficiency.

Data Modelling & Data Mart Creation

  • Damco’s team of data experts developed robust data models and dedicated data marts to streamline reporting pipelines, ensure accuracy, and enable scalable analytics.
  • This structured approach allowed the client to handle vast datasets while ensuring consistency and flexibility for future reporting demands.

Center of Enablement Implementation

  • Damco established a Center of Enablement (CoE) to drive user adoption, implement data governance standards, and promote industry best practices for reporting and dashboard usage across the enterprise.
  • The CoE empowered business users to leverage Tableau effectively, increasing adoption and self-service analytics capabilities.

Product Insight & Underwriting Analytics

  • Utilizing advanced data visualization and analytics, Damco enabled the client to analyze prevalent diseases and customer trends.
  • This allowed the insurer to enhance underwriting evaluations, refine product offerings, and better align insurance products with customer needs.

The Benefits

The new executive dashboards and underwriting reporting solution provided the insurer with a modern data analytics ecosystem, enabling smarter insights, faster evaluations, and reliable decision-making.

  • Improved underwriting evaluation with deeper risk insights and faster reporting
  • Accelerated and smarter business decisions with automated, real-time insights
  • Increased adoption of advanced data visualization tools across departments
  • Scalable ecosystem to support advanced reporting and analytics needs
Advance Dashboard Solution - case study

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