Enterprise Financial Data Modernization for a National Insurance Intermediary
Overview
A large national wholesale insurance intermediary sought to modernize how financial information was integrated, managed, and reported across its rapidly growing network of businesses.
The Challenge
Financial data was distributed across more than 25 divisions and numerous agency management systems, making consistent enterprise reporting difficult. The organization needed a scalable approach to consolidate information, improve data quality, and create greater visibility into financial performance.
The Solution & Benefits
Simatree designed and implemented an enterprise data warehouse integrating financial information across 28 divisions and agency management systems, including invoice and general ledger data. The team established standardized data pipelines, reporting processes, and business intelligence capabilities to create a more consistent enterprise view. The new foundation improved access to trusted financial information, strengthened reporting and reconciliation, and reduced fragmentation across independently operated businesses and systems.
Measuring Success
The enterprise environment consolidated financial data across 28 divisions and agency management systems, creating standardized reporting and data processes at scale.
The Results
The organization gained a scalable enterprise data foundation that strengthens financial reporting, improves operational visibility, and supports continued growth and integration across a complex wholesale insurance business.