Securing contracts by eliminating manual reporting for an insurance broker
A growing broker was operating on fragile Excel documents and Python scripts, sending unreliable data to clients and risking crucial contracts.
The challenge
The broker's weekly client reports depended on a brittle mix of Excel files and one-off Python scripts. Numbers arrived late, reconciliations were manual, and inconsistencies were visible to clients, putting renewal conversations at risk.
Our approach
We rebuilt the broker's data infrastructure from the ground up. We set up Azure Data Factory ETL pipelines pulling data from their ERP system and the insurance companies' source feeds into a clean data lakehouse. On top of that, weekly client reports run on automated SQL queries with built-in data quality checks. Every number traces back to its source system.
What we delivered
- Azure Data Factory ETL pipelines from the ERP and insurance companies' source feeds
- Data lakehouse with clean, traceable layered storage
- Automated SQL-driven weekly client reports with built-in data quality checks
- Fully documented handover to the broker's non-technical internal team
The outcome
Weekly reporting that used to consume a full working day now runs in 30 minutes. Data quality is consistently at 100%, client-facing reports are delivered on time, and the broker retained every at-risk contract. More than a year after handover, the broker has been running and extending the system entirely with their own non-technical team. No retainer, no maintenance hours from us.
“We were running our client reporting on a patchwork of Excel files and Python scripts that nobody fully understood. Conlatio came in, mapped the whole thing, and rebuilt it properly. Reporting that used to take 10 hours a week now takes minutes, whilst being a lot more reliable. This played a big role in building trust among our stakeholders.”
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