Power BI for Brokers: Transforming Data into Actionable Insights

For insurance brokers, Power BI can be a game-changer. It can provide insights into current performance, identify inefficiencies, and even predict future trends. By visualizing your data, you can make more informed decisions, drive efficiency, and ultimately, increase profitability.

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Empower Smarter Decisions for Your Brokerage. Leverage the Power of Data.

We understand that the insurance industry is highly data-driven and brokers need to be able to analyse vast amounts of information to stay competitive, this is often where it gets complicated, lots of different systems and siloed reports can make it a minefield to navigate through, that's where we come in.

Our mission is to help insurance brokers, like you, leverage Power BI, the leading business intelligence tool. By bringing together your scattered data into one place and creating bespoke reports around your needs, we can help you to make informed strategic decisions to help your business grow through actionable insights and creating a clearer picture of your business.

With our industry knowledge and expertise in tailoring Power BI solutions, we can provide more targeted and valuable services to meet your unique needs.

What is PowerBI?

Power BI is the leading business intelligence (BI) platform developed by Microsoft. It's a collection of tools that allows us to connect to various data sources, analyse the data, and then present that analysis in a visually appealing, interactive and user-friendly way.

It promotes collaboration by allowing users to easily share reports and dashboards with colleagues. This improves communication and decision-making by ensuring everyone has access to the same data-driven insights. Reports and dashboards can also be accessed from anywhere on any device, making it a great tool for remote teams.

The Broker Market

As we specialise in the insurance broker market, we understand the specific needs and challenges you face on a daily bases so we are able to communicate your insights more effectively. Our expertise also allows us to provide more informed advice on which KPI's will be beneficial for you and your business, here are just a few examples:

  • Conversion
  • Retention
  • Cancellations
  • Lead Performance
  • Income Projections
  • Average Premium
  • IPP
  • Plus many more!

We are able to work with a number of currently used systems, but are not limited to:

  • CDL - Classic & Strata
  • Acturis
  • Applied
  • SSP
  • OpenGI

Our Project Roadmap

Bring Your Data Together and Share Insights

Data Integration

Power BI can connect to a large number of data sources. We can connect to:

  • Common Files: Excel, CSV, JSON, etc.
  • Databases: SQL, Azure, etc.
  • Cloud Services: Salesforce, Google Analytics, Dropbox, etc.
  • APIs

Report Development

Using our understanding of visual design principles we create clear, concise, and aesthetically pleasing reports that effectively communicate insights.

We offer a high degree of customization to ensure your reports seamlessly align with your company's branding.

Data Security

View reports securely within your organisation anytime, anywhere! Facilitating collaboration and knowledge sharing around data insights.

With sharing and access controls, you can empower informed decision-making across your business while maintaining data security and user permissions.

"Exceptional MI"

"We have been working with AJT Tech for some months to develop a completely new MI suite for the business. Our business is heavily reliant on accurate MI data as it allows us to make informed decisions on the business. I would say many businesses do not appreciate just how advantageous this can be to the growth of the business. We have found them very approachable, flexible and above all driven to deliver results. IT work is more often overpriced and under delivered but with AJT that is not the case. We continue to work with AJT to deliver enhanced data to enable us to operate with greater efficiencies and this will far exceed any development costs."

Trevor Cutts - 1 Answer Insurance

Contact Us

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