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InsuranceBusiness Intelligence

Unified Executive Dashboard for a Global Insurance Carrier

Global Insurance Carrier
14 weeks engagement
85% reduction
in manual report preparation time
Single source of truth
across 12 country operations
4 hours → 15 minutes
executive meeting prep time
30% faster
identification of underperforming portfolios

The Challenge

A leading insurance carrier with operations across 12 countries lacked a unified view of its portfolio performance. Leadership relied on monthly PDF reports compiled manually by analysts — reports that were often inconsistent and arrived too late to inform decisions.

Before Saks Tech

120+ disconnected reports across regions. Finance, underwriting, and claims teams each used different definitions for the same metrics. Executive meetings spent more time debating numbers than acting on them.

Our Solution

Saks Tech designed a unified executive dashboard platform consolidating data from claims, underwriting, finance, and operations into a single governed layer. We implemented role-based views for C-suite, regional heads, and department leaders.

Results Delivered

85% reduction
in manual report preparation time
Single source of truth
across 12 country operations
4 hours → 15 minutes
executive meeting prep time
30% faster
identification of underperforming portfolios

For the first time, our entire leadership team is looking at the same numbers. That alone has changed how we make decisions.

Sarah Chen
Chief Data Officer, Global Insurance Carrier

Technology Stack

Power BIAzure Synapse AnalyticsAzure Data FactoryPython

Services Used

Business Intelligence
Data Engineering
Reporting & Dashboards

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