Operational BI for insurance and financial services teams
MBI helps insurance and financial services operations teams monitor claims, cases, SLAs, and broker performance with self-service dashboards over existing systems.
Common challenges
Reporting pain points for Insurance & Financial Services Operations
Many teams in this sector rely on spreadsheets, static reports, and disconnected data — slowing decisions and hiding margin, performance, and operational issues.
Claims and case reporting delays
SLA visibility issues
Legacy system reporting limitations
Broker or partner performance hard to measure
Manual operational MI
The MBI approach
How MBI helps Insurance & Financial Services Operations
MBI connects to your existing systems and gives users self-service dashboards, grids, and KPIs — without replacing your core ERP or database.
Build dashboards for claims, cases, SLAs, brokers, and operations
Improve visibility without replacing existing systems
Give teams self-service access to operational BI
Speed up operational reporting for management and compliance reviews
Reduce dependency on static reports and manual data extracts
Example dashboards & KPIs
Metrics teams typically track with MBI
Build dashboards and operational grids around the KPIs that matter most to your team — then save layouts, drill into detail, and share trusted views across the business.
Interactive dashboards
Present high-level performance, trends, and exceptions in clear dashboard views — ideal for management reviews and daily operational monitoring.
Operational grids & drill-down
Move from summary to line-level detail with filterable grids, saved layouts, and related reports — without exporting to Excel.
Platform compatibility
Works with your existing systems
MBI is designed for businesses with complex operational data. There is no need to replace your core ERP or database — MBI adds a modern reporting layer on top of the systems you already trust.
Keep your core systems
- No ERP replacement required
- Connect to live operational databases
- Self-service reporting for business users
Reduce Excel dependency
- Dashboards, grids, and KPIs in one platform
- Saved layouts and reusable report views
- Role-based access over governed data models
Connects to existing data
Works with IBM i and SQL Server without replacing your core platform.
Self-service BI
Empower users to build dashboards and reports without developer bottlenecks.
Less spreadsheet work
Reduce manual exports and repeated Excel reporting cycles.
See MBI working for Insurance & Financial Services Operations
Book a focused demonstration or request a dashboard review using your reporting scenarios — we will show how MBI connects to your existing systems and delivers the KPIs your team needs.
Prefer to explore first? View the MBI product page or start a free trial.
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