A reinsurance client held hundreds of policies representing tens of millions in premium volume. Legacy records were scattered across Excel files, PDFs, and paper. There was no consolidated view of exposure, claims ratios, or performance across business lines. Every report was a manual, multi-day reconstruction.
Insurance / Reinsurance
Reinsurance Consolidation & Dashboard
Eliminated multi-day manual reporting by consolidating scattered policy records into a unified data model and real-time portfolio dashboard.
Designed an OCR capture and field-extraction program to digitize the paper and PDF backlog. Built a unified data model and master database, then layered a reporting dashboard on top that showed premium totals, claims experience, and exposure by line of business.
The manual reporting process was eliminated. Leadership could see cross-portfolio insights that had been impossible before, and the dashboard became the reference point for pricing reviews and partner discussions.