Projects

Insurance Sales Reinvented: Streamlining Internal Processes and Driving New Client Conversion

3 Months

Industry: Financial Services

Client Background: Provider of sales support services on behalf of various insurance providers.

Project Objectives:

  • Replicate existing manual processes
  • Automation of reminders and notifications
  • Detailed oversight and reporting

Technologies Used:

  • Power Apps
  • SharePoint
  • Power Bi
  • Power Automate

Approach:

Model data requirements and implement relational Dataverse database. Surface data via Model-driven Power App. Enable advanced user functionality through Power FX command buttons. Deliver key notifications on a scheduled and automated basis using Power Automate. Provide detailed insights to all users through Power BI

Key Benefits:

  • Intuitive processes, enabling
    easy onboarding of new users
  • System automations provide
    efficiency and time-saving
  • BI Dashboards unlock critical
    insights and assist management
    keep track of key business
    metrics
  • Mobile functionality supports
    the typical sales process