Home Case Studies Transforming Insurance Analytics with a Single Source of Truth with Microsoft Fabric
Faster Board & Executive Reporting
Core Systems Unified into Single Platform
Elimination of Manual Data Reconciliation
The client is a leading advisor to member-owned group captive insurance companies, helping mid-market organizations manage their total cost of risk. They provide comprehensive services including underwriting coordination, loss control, claims oversight, financial governance, and member engagement. Given the actuarial and regulatory demands of captive insurance, the organization depends on precise, integrated data to produce reliable reporting, deliver board-level insights, and support informed member decision-making.
The client operated four disconnected systems: SugarCRM for sales opportunities, PEGA for policy administration, KMG Excel files for financial risk-sharing calculations, and Cvent for member events. Each system functioned independently, creating data silos that obscured cross-functional visibility and forced teams to manually reconcile information for reporting.
This fragmentation delayed critical insights and made it difficult to produce consistent KPIs for executive leadership and captive boards. The organization needed a unified analytics platform that could consolidate data across all four systems, accelerate reporting cycles, and deliver trusted metrics without adding operational burden.
Kanerika delivers data-driven solutions that power digital transformation across Data Integration, Analytics, AI/ML, Agentic AI, and Cloud Management. We combine cutting-edge technologies with agile methodologies to deliver measurable outcomes for clients across multiple industries.
Our commitment to quality is reflected in rigorous certifications including ISO 27701 & 27001, SOC II, GDPR compliance, and CMMi Level 3 appraisal. As a Microsoft Solutions Partner for Data & AI and certified partner of Databricks, AWS, and Informatica, we leverage deep platform expertise to architect scalable, enterprise-grade solutions.
From data platform modernization to intelligent automation, Kanerika transforms complex business challenges into strategic advantages—helping organizations unlock the full potential of their data.
We will get in touch with you shortly
We use cookies to give you the best experience. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us.
Limited seats available!