Objective and Scope:

The client, a leading private life insurer in India, wanted to optimize the data collection process from the life insurance public disclosure portal and develop a single application that provides a 360-degree view of the KPIs for the industry and its competitors. For this, it sought Benori’s support in:

• Automating the quarterly data collection process
• Developing an interactive dashboard to visualize data for tracking indicators quarterly and identifying areas that have scope for improvement

Approach:

Built an end-to-end Power BI application to give the client a 360° view of the life insurance business in a single automated interface. The solution consolidated competitor KPIs such as premiums and expenses, supported by a structured solution design, data enablement, and visualization. Data from PDFs was automatically ingested into an Azure SQL Database for real-time insights, while Azure Functions enabled news integration via a hosted scraper. Governance and security were ensured through Page-Level Security with role-based access for different user groups.

Impact:

The solution enabled the client to:

• Reduce the strategy team’s effort by 85% through the machine-driven approach and interactive user interface
• Establish a single source of truth for all data use cases, streamlining sales meetings, MIS/reporting, and internal discussions