An agency working with an Insurance Brokerage reached out to Sketch to help come up with a more reliable data system for their clients. This particular Brokerage provides innovative solutions to insurance brokering through proactive risk and insurance solutions based on industry insights, market trends, and in-depth data analytics. They had been providing these insights through manual efforts that required the cumbersome task of gathering data from multiple third-party data repositories.
The client’s data sprawled across disparate systems which hindered accuracy, delivery, and utilization. The need for a centralized solution was paramount, requiring an overhaul of their existing data landscape and presentation layer. The challenge was to streamline operations, elevate decision accuracy, and enhance customer service. They were looking for a solution that would integrate these data insights into a “single pane of glass” for them to leverage internally while also sharing access directly to their customers
Sketch started the development by quickly standing up a hosted environment in AWS. As product development began, a two-week iterative agile process allowed the client to witness progress, provide feedback, and actively steer the product to best benefit the organization and their customers.
Next, using HTML Canvas Graphics, Sketch developed a custom drawing capability to replace the manual drawing of “towers” which are used to visibly demonstrate gaps in coverage and other potential liabilities. A custom data ingestion framework was created for importing data from their agency management source system (Applied Epic) and Salesforce. The custom solution encompassed rigorous data quality checks, a user-friendly interface for data access, and real-time user analytics.
By implementing this proprietary custom solution, the client has been able to streamline their operations. The client experienced a significant boost in operational efficiency, reducing redundancies and improving overall workflow while also enhancing decision accuracy. By providing realtime access to data, more informed decision-making was achieved, leading to a higher quality of choices made. Finally, improved customer service was realized through streamlined data architecture that enables quicker response times and more personalized interactions.
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