Client Snapshot
A leading managing general agency and wholesale broker assisting insurance agents to grow their business through actionable insights into claims data, enabling efficient workflow and informed decisions.
Challenge
Insurance agents struggled to access and interpret claims data, hindering:
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Visibility into closed claims
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Overview of claim backlogs
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Analysis of examiner performance
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Assessing claim ratios across examiners
Resulting in hampered productivity and efficiency.
Solution
Beyond Key developed a Power BI solution incorporating advanced analytics and visualizations, providing:
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A clear view of closed claims by coverage codes
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Analysis of claim inventory distributed across adjusters
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Breakdown of claim ratios across examiner categories
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View of total closed claims over different years
To know how Beyond Key did it for the client, read the entire case study here