Life insurance operational benchmark



Insurance client wanted to benchmark its operational performance among life insurance competitors.

Key challenges: 

  • Provide simple data entry and validation for non-technical users
  • Harmonize inconsistent data from many different operational contexts into a single dataset
  • Generate 100+ page reports, customized for each participant, reflecting most recent data
2 impact


  • Excel-based data collection template with data validation to ensure consistency
  • Template data can be automatically imported
  • Incomplete, inconsistent or invalid data is flagged for review
  • Report generator produced pre-defined report for each participant in minutes, saving team weeks of chart production and tedious data checking
  • Report customized for each participant, with other participant names automatically aliased to preserve participant anonymity
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