How Alpina Group Combines Low-Code and Business Intelligence
Alpina Group
Service
Solution
Sector
We have developed an interactive Power BI dashboard that provides management with direct insight into usage, conversion, lead time and product sales by office. 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.
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.
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Quatronic built a tool for Alpina Group that allows insurance advisors to make quotes and submit requests within minutes. The basis was already firm.
Lack of overview
The tool is now used by hundreds of advisors and acceptors every month. Still, there was no clear picture of usage: how many advisors were active, how long processes took or which products sold well.
New need: insight into data
Management wanted central dashboards with insight into KPIs such as lead time, conversion and product sales. By visualizing this data, trends, seasonality and opportunities can be recognized more quickly.
Because Quatronic had built the source system itself, the data could be unlocked quickly. With OutSystems country Power BI the dashboard was up and running within one month.
Central dashboard
An interactive Power BI dashboard provides management with immediate insight into:
- Usage, conversion and lead time
- Product sales by company
One version of the truth
All users work with the same current data, no more Excel. The dashboard is interactive, easy to filter and grows with new data sources.
Insights that create value
The dashboard helps managers better understand where success comes from country where opportunities lie. The longer the tool is used, the insights become increasingly valuable due to historical trends and patterns.
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