Alpina Group

The Alpina Group is one of the largest intermediaries in financial services. Through an extensive network of advisors and a central application office, quotes from various insurers are eventually requested and presented to business customers. For example, insurance against long-term sick employees or fire and household insurance, where, as an advisor, you have to ask for all kinds of details to get a good quote.

The challenge

For Alpina Group, Quatronic has built a tool that allows insurance advisors to generate quotes for their customers within a few minutes and then also submit a request for them, which we mentioned earlier. this case described. So the basis was there.

This tool is now used by hundreds of advisors and acceptors every month, which means that a lot of data is generated. However, it was not clear how many advisors and acceptors were now using the tool. In addition, management wanted insight into KPIs such as lead times, conversion and product sales. Centralizing and visualizing that data therefore became one of the new goals. This is because by visualizing the collected data in a clear way, you can gain valuable insights. For example, about trends, seasonality or underused opportunities.

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Our approach

Prior to the project, it was already clear which data should be shown, namely the number of quotes and policies requested, conversion, lead times, and product sales. Because we built the system where the data can be found ourselves, it was easy to make this data available. An additional advantage is that it was clear from the start which data was needed. After exporting, this data was converted into a form that is more suitable for analyzing data. After that, the team was able to start creating the visualizations. This started with a few sketches on paper, but soon the dashboards could be created in Microsoft Power BI

This project only took one month. This was possible for various reasons. This is because the data was immediately available, the knowledge about the data was already within the development team, and the speed was also high because the low-code capabilities in OutSystems and Power BI were used.

The result

The result is a centralized dashboard that gives management insight into the most important numbers. As a manager, for example, do you see a consulting firm that excels in conversion? Then it may be worthwhile to investigate why this is going so well here and what other consulting firms could learn from this. So insight can lead to better customer service. In addition, you can see how many products and from which airlines are being requested, so that it becomes clear which products and companies are popular. Another outcome could be better efficiency, for example, because you can gain insight into the largest cost items.

Because a centralized dashboard has been used in Microsoft Power BI, all users have the same data and there is therefore only one version of the truth. In other words, no more messing around with Excel documents that are not up to date. The dashboard is interactive, so you can easily filter the data and make comparisons as a user. The longer the quote tool is used, the more valuable the insights become because trends become increasingly clear over time. It is also easy to add new types of data to continuously enrich the dashboard.

Do you also want to gain more insight into the most important data in your company in order to make better informed decisions? Then contact us for the options.