Optimizing insurance operations with Power BI for enhanced data-driven decision making.
Established company in the insurance sector, known for its focus on innovation and personalized customer services.
The Challenge
Operational inefficiency in the Call Centre
The supervisor had to spend around 10 hours a week manually extracting data and creating reports, which negatively affected productivity and delayed decision-making.
Delays in strategic decision-making
The manual process was not only slow and error-prone, but also prevented timely insight into performance, making it difficult to adjust business strategies quickly.
Risk of errors and incomplete data
Relying on manual tasks increased the risk of making decisions based on incorrect or outdated information.
Need for a streamlined and accurate solution
It was essential to reduce the supervisor’s operational burden, improve data quality, and have reports that enabled quick, accurate, and goal-aligned decision-making.
The Solution
Automation of analysis with Power BI
Walmeric implemented an advanced Business Intelligence (BI) solution that automated reporting and enabled real-time monitoring and application. This eliminated manual tasks and provided accurate, real-time insights into call centre performance.
Strategic supervision and agile decision-making
The solution included customised views and advanced reporting to detect trends, compare different periods, and support fast, informed decision-making. This real-time analytical capability helps teams adjust strategies quickly and effectively.
Agile team and collaborative approach
A streamlined, multi-disciplinary team works closely with the client and managers to constantly measure results and generate recommendations, driving continuous improvement aligned with sales goals.
Operational efficiency and focus on conversion
The BI solution significantly improves operational efficiency by providing automated, detailed reporting to optimise lead generation and conversion. This enables faster, data-driven decision-making and better commercial team performance.
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