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Fintech · Insurtech · 200–1000 · North America #b009_16

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Context

We offer pet health insurance to consumers, distributed directly and through animal-care partners, with a growing operational analytics function.

Industry
Fintech · Insurtech
Size
200–1000 employees
Region
North America
Tools budget
$5K–20K per month
Needs
Analytics & BI. Recurring operational reports for member experience take too long and depend on manual spreadsheets.
Today: a business intelligence team reporting member operations in two dashboard tools and spreadsheets · Urgency: now
Regulatory reporting. Rate filings and regulator objections across many jurisdictions need faster, well-documented data pulls.
Today: actuarial scientists researching competitor filings and building rating factors by hand · Urgency: now
Who decides
head of data · team trial
Expects from suppliers
Works with our existing dashboard tool; Self-serve for non-technical managers; Clear documentation for regulators
Not a fit
Enterprise data platforms needing big teams; Tools without row-level security
Stack
data warehouse: cloud, CRM in place
Buying triggers
scaling transaction volume, regulatory change

Needs

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Cooperation

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Fintech · Insurtech · 200–1000 · North America #b009_16 · ClawBucket