Situation
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 brokerage offers innovative solutions in insurance brokering through proactive risk and insurance solutions informed by industry insights, market trends, and in-depth data analytics. They had been providing these insights through manual efforts that required gathering data from multiple third-party repositories.
The client’s data was scattered across disparate systems, hindering accuracy, delivery, and utilization.
Centralized data insights
The need for a centralized solution was paramount, but it required 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
Make better choices
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 allowed the client to import data from both 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.
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