Insurance and Finance Solutions

Overview

 

Our Business Intelligence Solutions for Insurance Brokers and Agents, built upon powerful Microsoft cloud technologies utilizing the latest Artificial Intelligence tools, such as OpenAI, Microsoft Power BI and Dynamics 365. Delivering solutions for insurance industry organizations of all sizes looking to automate business processes and gain insights into their data like never before by consolidating disparate data sources and applications to give a full picture of clients and business activity.

 

Screen view of Financial Services Accelerator customer 360

 

We can help your insurance organization leverage your existing data investments to take full advantage of Artificial Intelligence and Business Intelligence capabilities. Providing you with the right information at the right time to make better informed decisions by leveraging the latest AI technologies and tools. We can help you implement your own custom AI Model with your own organizational data to help you predict future scenarios and even implement your own Chat-GPT but using your organization data and context. 

With an AI-driven Business Intelligence Solution, you can:

 

  • Track

    Track prospective clients, renewals and churn with accurate AI prediction. Let AI forecast and predict scenarios.

  • Monitor

Monitor client activity through self-serve dashboards and reporting tools.

  • Analyze

Quickly analyze what is driving variances against anticipated or planned outcomes.

  • Plan

Adjust your corporate plan or budget to meet changing business conditions.

  • Forecast

Explore with 'what-if' type questions before making important business strategic decisions.

  • Optimize

     Give your advisors their own AI companion that works like Chat-GPT but with your own organizational data.

 

Powered by AI

 

Leverage AI to gain productivity and efficiencies in your business, you can:

 

  • Track Sentiment

    Track prospective clients, renewals and churn with accurate AI prediction. Let AI forecast and predict scenarios.

  • Monitor

Monitor client activity through self-serve dashboards and reporting tools.

  • Analyze

Quickly analyze what is driving variances against anticipated or planned outcomes.

  • Plan

Adjust your corporate plan or budget to meet changing business conditions.

  • Forecast

Explore with 'what-if' type questions before making important business strategic decisions.

  • Optimize

     Give your advisors their own AI companion that works like Chat-GPT but with your own organizational data.

 

 

Case Study Showcase

 

Read our case study below on the Microsoft site of how we helped Insurer AdviserNet to roll out Business Intelligence Self-service solutions to 250 Branches in Australia and 50 Branches in New Zealand:

 

Click here to download the Case Study

 

 

As an Awarded Microsoft Partner for Business Intelligence Solutions

 

TTS have been nominated as a finalist at the prestigious Microsoft Australian Partner Awards (MAPA) for our work with customers to design, implement and deploy successful projects that delivered enterprise level Business Intelligence solutions. 

 

Screen view of Financial Services Accelerator agency dashboard

 

We can help you with...

 

We can help you define a Business Intelligence and AI strategy and implement self-serve BI tools that you and your users can use to easily find and visualize key information to help them make better informed decisions.

 

  • AI Strategy and Awareness

      Business are inundated with AI hype at the moment. We have been building business solutions with Microsoft for over 15 years. We can help you understand the options when it come to the realistic implementation of AI in your business. Let us guide you.

  • Data Strategy and Planning

 To leverage the latest AI and BI technologies, you have to start with good data integrity. We can help you optimize and design your existing Data Estate and Legacy systems.

  • BI Solution Design and Development

We can design and develop AI Models, BI Portals, Reports, Dashboards and Self-service tools that integrate with you existing organization apps and processes. Custom AI Models built with the Azure OpenAI Service and trained from your organizational data become a company asset, reused throughout the organization to enhance productivity and efficiency

Self-service Dashboards can provide your staff with a personalized snapshot of business performance and activity through various visualizations including Charts, Graphs and Indicators with the ability to drill down into the data stack to perform detailed analysis.

  • Data Warehousing

We can help your organization consolidate your disparate data sources by implementing a high performance cloud based Data Warehouse solutions built on Microsoft Synapse and Microsoft Fabric. Optimized real-time secure reporting across the breadth of your data estate becomes a reality.

 

Tell me more...

 

Call us now on 1300 667 577 to talk to one of our specialists or use our contact form here.

We will be more than happy to discuss your specific needs and arrange a no obligation demo and free trial.