Case Study2 Min Read
INSURANCE ENTERPRISE CASE STUDY

US-Based Insurance
Enterprise

How askme360 enabled real-time policy intelligence and live data access for a ~$30B US insurance giant.

Industry
Insurance / Financial Services
Type
Large US Enterprise
Users
1000+ business users (underwriting, sales, analytics)
Functions
Policy analytics, risk assessment, sales intelligence
1000+

Business Users

Across underwriting, sales, and analytics teams on a single platform.

Higher

Data Utilization

Teams accessing live insurance data independently without analyst support.

Reduced

Analytics Backlog

Turnaround time for analytics requests cut significantly across departments.

THE CHALLENGE

Policy data locked away while sales teams waited.

Business teams required real-time access to policy and performance data during client and broker interactions — but every query needed analyst involvement, creating delays exactly when speed mattered most.

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No live data access during client meetings
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Analytics backlog slowing sales responsiveness
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Risk and compliance data siloed across systems
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ENTERPRISE-SCALE ROLLOUT

Phased deployment. Strict governance. Full compliance.

askme360 was rolled out in phases across departments — with integration into internal data warehouses, strict governance and compliance controls, and phased access configuration ensuring every team had exactly the data they needed.

01

Phase 1: Data Warehouse Integration & Governance Setup

02

Phase 2: Phased Department Rollout & Access Control

askme360 Enabled Features

Group 1000003510

On-Demand Insurance Querying

Business teams query insurance datasets instantly — no analyst, no ticket, no wait.

Group 1000003511

Plan Comparison & Performance Analysis

Live comparison of policy plans and performance metrics during client and broker discussions.

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Live Sales Insights

Real-time data surfaced during sales conversations — so teams respond faster and close smarter.

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Reduced Analytics Turnaround

Requests that took days now resolve in seconds — freeing analytics teams for higher-value work.

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