Unified Executive Intelligence for a PE-Backed Insurance Group

Unified Executive Intelligence for a PE-Backed Insurance Group

The Challenge: Fragmented Data and Operational Bottlenecks

A private equity-backed insurance brokerage group faced a critical visibility problem. Their operational data was fragmented across three major platforms: OpenGI, Acturis, and CDL. Where two of the sources can be accessed directly, Acturis required a vendor provided toolkit to extract the data from their environment.

This bottleneck delayed daily data availability until 4:00 AM, limiting the time available for ingestion into the Data Warehouse and reporting readiness. Worse, each system calculated crucial metrics like commission, income, and retention differently. Executives knew they had a data problem, but lacked a unified, secure way to resolve it without disrupting operations.

Operating without access to an accurate reporting suite created a significant blind spot for the executive leadership team. This made it difficult to fully align strategic decisions with actual market data, occasionally underestimating the performance of specific products, leading to a loss of potential revenue.

Falx’s Approach: Secure, Automated, and Unified

Falx architected a comprehensive Data Warehouse that solved the technical constraints and the business intelligence gaps. We acted as a secure bridge between their systems and modern analytics.

• Secure Isolation (The “Airlock”): To utilise the Acturis Toolkit, we deployed isolated virtual machines. This strict security boundary safely extracted necessary data without exposing the broader business environment to unnecessary cyber risk.
• Staggered Ingestion Pipelines: We implemented an intelligent, multi-stage schedule. OpenGI and CDL both process at 10:00 PM, whilst the Acturis data is ingested at 4:30 AM due to restrictions with the Toolkit. Staggering the ingestion in this way ensured that the data is report ready by the 8:00 AM deadline.
• Standardised Business Logic: We built a custom framework to standardise conflicting calculations across the three platforms. Furthermore, we implemented automated rules to merge recurring quotes within a 35-day window into accurate, single sales opportunities.

The Results: A Trusted Source of Truth

The client transitioned from chaotic, manual data wrangling to a fully automated Power BI reporting suite, delivering both platform-specific insights and a top-down operational view.

• Guaranteed 8:00 AM Delivery: Resilient pipelines ensure executive dashboards are fully updated and accurate before the workday begins.
• Enterprise Scale: The secure architecture systematically processes over 2,000 source tables nightly without manual intervention.
• Executive Confidence: By unifying commission and retention metrics into a single reporting layer, PE stakeholders and leadership now rely on clean, strictly governed data for strategic decision-making.

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