Case Study
Colorado Bankers Life Insurance Co.: Reporting and Analytics Web Application
The Challenge
Replace archaic paper-based reporting system with a modern, proprietary web portal that would be easy to use, and leverage CBL’s existing website for user authentication and secure data access.
The Solution
An integrated Web application that provides better, more easily accessible information to help CBL’s agencies, agents and field partners focus on improving customer retention while decreasing their dependency on the call center for customer information
The Benefit
- Access to deep customer information
- Rich reporting and analytics
- Easy to use web interface
- Seamless integration with existing website
- Built-in authentication and data security
- Streamlined ETL of data from existing systems
- Reduced dependency on call center for basic information
“I have one word to say. Awesome. I love the details that I get to see. Congratulations on an outstanding job. You guys just made me one happy camper. I really appreciate the time and money that the company spent on this. Believe me, it will pay off tenfold.“— Top Producing Agent |