Transforming Policy Management Through Data Analytics: Sudesh Investment's Success Story
Sudesh Investment, a leading wealth creation and management company with over 8000 clients, faced a data challenge when their existing policy management system proved inadequate for their needs. The company turned to our team of data analytics experts to design and implement a fully customizable policy management system that could streamline their workflow and provide valuable insights into their clients policies.
The Data Dilemma
Sudesh Investment’s existing policy management system was limited in its capabilities, with over 8000
client records stored in Excel format. The data was riddled with inconsistencies and missing information,
making it difficult to accurately track policy information and provide clients with detailed reports.
Anita Kavalekar, COO: “We knew we needed a better system in place to manage our clients’ policies, but
we didn’t know where to start. Our data was messy, and we didn’t have the expertise to clean it up and
analyze it effectively.”
Overcoming the Learning Challenge
Our team of data analytics experts faced a significant learning challenge, as we had to familiarize ourselves with the financial system jargon and understand the intricacies of Sudesh Investment’s policy
management process. Through multiple meetings and close collaboration with Sudesh Investment’s
team, we gained a deep understanding of their needs and were able to develop a blueprint for a fully customizable policy management system.
Testimonials
Our team
Building a Customizable Policy Management System
Our team designed and implemented a fully customizable policy management system that takes input in the form of an Excel sheet and automatically detects and corrects any discrepancies in data. The system generates various lists and custom reports, including Due Policy, Paid Policy, Balance Policy, Maturity, Commission, and Lapsed Policies. Clients can filter policies based on agents, collection types, month, and other parameters. The system also includes a task management module that allows Sudesh Investment to track employee progress and assign tasks efficiently.
Testimonials
Achieving Success Through Data Analytics
Sudesh Investment’s new policy management system has been a resounding success, thanks to the power of data analytics. The system has allowed Sudesh Investment to track revenue generated in different time periods, filter policy lists based on various parameters, and gain insights into client policy trends. The task management module has also led to more efficient employee progress tracking, with detailed reports providing valuable information on employee productivity and workloads.
Highlights
Overall, the system has revolutionized Sudesh Investment’s policy management workflow, providing them with the fully customizable, streamlined solution they needed to manage their client records efficiently and effectively.
Testimonials
Sudesh Investment's Path to Success in Policy Management
Through the power of data analytics, Sudesh Investment was able to transform its policy management process and provide clients with detailed, accurate reports. Our team’s expertise in data analytics, coupled with Sudesh Investment’s deep understanding of their policy management needs, allowed us to develop a fully customizable system that has saved the company time and resources while providing valuable insights into their clients’ policies.
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