FSI Case Study3

The more significant change was in how leadership meetings ran. Before, the first third of every monthly leadership review was spent reconciling whose numbers were right. After go-live, meetings started from a shared baseline. The conversation shifted from 'what are the loss ratios' to 'why is the individual health line trending above target and what are we going to do about it.' The plan-versus-actual tracker surfaced something no one had been tracking consistently: persistency in the supplemental product line had been quietly deteriorating for three consecutive quarters. It had appeared in individual reports but never side by side with enough context to prompt action. Seeing it in one view, trending clearly, prompted an immediate product team review that hadn't been on anyone's agenda. What Comes Next The next phase is automated exception alerting — so instead of leadership scanning the dashboard looking for issues, the system proactively surfaces any KPI deviating more than a defined threshold from plan and routes the notification to the right owner with the relevant context already attached. CASE STUDY 03 · FINANCIAL SERVICES & INSURANCE · FRAUD DETECTION ANALYTICS They Were Settling Claims That Shouldn't Have Been Settled A commercial property insurer in the Midwest had fraud leakage across its motor and property lines that no one could quantify — because nobody had ever connected the right data in one place. DataVines built the system that made it visible.

INDUSTRY

CommercialP&C Insurance

GEOGRAPHY

Midwest UnitedStates

ENGAGEMENT

14 Weeks