Case Study

Insurance Claims and Policy Insights

A National Property & Casualty Insurance Provider democratized data access and eliminated knowledge bottlenecks by implementing natural language analytics, empowering users across 12+ branches to generate insights independently.

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$B+

Annual Revenue

K+

Employees

Industry

Insurance
Property & Casualty

Function

Data Services
Underwriting
Marketing
Branch Management

Technologies

Solutions Delivered

AI-Powered Analytics
Natural Language Queries
Self-Service Data Analysis

Problem

Only two “Data Wranglers” created severe bottlenecks for 2,000+ employees needing reports

Legacy data sources were difficult to compile and analyze across the organization

Long wait times with no ability for ad hoc reporting limited business responsiveness

Static reporting tools forced users to rely on Excel for self-service analysis

Solution

Implemented natural language analytics across over a dozen branches to analyze claims and policy data down to the branch, underwriter, and account level

Enabled plain English queries without SQL knowledge for marketers, underwriters, and management

Built fast query system delivering results under 5 seconds for 250+ GB database

Tracked critical KPIs related to policy retention, losses, premiums, and agent performance helping identify which customer segments to target and how to price policies

Benefits

Democratized data access with 300+ users actively using self-service analytics

Eliminated knowledge bottlenecks by enabling independent report creation at branch level

Strengthened underwriter-agent relationships through improved communication and faster insights

Enabled executive quick decision-making without extensive time or manpower requirements

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