DATA ENGINEERING | Insurance | U.S.

CRM and Policy Data Cleaned for Renewal Insights

An insurance brokerage needed better visibility into renewals, client risk, producer activity, and policy concentration. We cleaned and connected CRM, policy, and revenue data into a reporting foundation designed for retention and cross-sell analysis.

Measured outcomes

  • 22K+ Records standardized
  • 14% At-risk accounts flagged
  • 7 Renewal KPIs automated

Implementation summary

Render Analytics connected the relevant systems, data signals, workflows and reporting logic so the team could make decisions from cleaner evidence and focus on measurable outcomes.