Real-time financial intelligence for modern insurers
APEZ needed a command-centre dashboard that gave their underwriting and risk teams instant visibility into portfolio performance. We designed and built a real-time analytics interface integrating 12 data sources, reducing time-to-insight from hours to seconds and boosting conversion on upsell flows by 35%.
APEZ's underwriting and risk teams were pulling data from 12 separate sources — spreadsheets, legacy software, and third-party APIs — to build their daily portfolio reports. This process took hours each morning and introduced human error. Leadership had no real-time visibility into portfolio performance, making fast decision-making impossible.
CGS designed and built a unified real-time analytics dashboard that aggregated all 12 data sources into a single interface — giving risk and underwriting teams instant visibility into portfolio performance and enabling faster, data-driven decisions.
Interviewed underwriting and risk teams to map their daily reporting needs.
Designed KPI-first dashboard with role-based views for each team.
Built ETL pipeline unifying 12 data sources with real-time WebSocket updates.
Iterative rollout with 3-week stakeholder feedback cycle before go-live.
We designed the dashboard around the daily workflow of underwriters and risk analysts — starting with the most critical KPIs above the fold. Data from 12 sources was normalised into a unified schema via a purpose-built ETL pipeline. Real-time updates were pushed via WebSocket so the dashboard refreshed without page reloads. Role-based access ensured each team only saw their relevant data. The interface was tested iteratively with stakeholders across a 3-week feedback cycle.
Time-to-insight for underwriting and risk teams dropped from hours to seconds. The unified dashboard eliminated the daily 12-source data-pull process entirely. Conversion on upsell flows increased by 35% and stakeholder confidence reached a 92% trust score. Leadership gained real-time portfolio visibility for the first time, enabling same-day decision-making.
Product screens and interface design highlighting the clean, data-focused mobile experience.
Real-time analytics dashboard unifying 12 data sources into a single command-centre interface for underwriting and risk teams — with role-based views and live WebSocket updates.
Tools and technologies powering this solution
We used to spend two hours every morning pulling data. Now the dashboard is ready before we even sit down.
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