Unified Data Analytics Platform for Multi-Brand Pet Insurance Business

The client operates several pet insurance brands, each utilizing different sales workflows and technologies, resulting in fragmented data collection, inconsistent reporting, and challenges in deriving comprehensive business insights. Variations in policy attributes such as pet breed, age, and coverage further complicate tracking and analysis. Multiple internal and external development teams create additional complexity in standardizing data and optimizing conversion processes.

A large-scale pet insurance provider operating multiple brands with distinct sales processes and technological frameworks, seeking to harmonize data collection and analytics.

• Implement a unified data collection framework that accounts for brand-specific variables such as pet breed, age, and coverage types.
• Create a consolidated data structure to enable consistent and comparable key performance indicators across all brands.
• Develop comprehensive dashboards that provide clear visibility into sales, conversions, and operational metrics for individual brands and the entire portfolio.
• Enhance the ability to track, analyze, and optimize conversion funnels, leading to improved sales efficiency and profitability.
• Enable standardized reporting that supports data-driven decision making and strategic planning.

• Configurable data collection setup tailored to capture brand-specific metrics such as pet breed, age, coverage types, and multipet quotations.
• A unified data model that harmonizes disparate data sources into a consistent structure for accurate cross-brand analysis.
• Development of internal dashboards for individual brands, as well as an aggregated dashboard for portfolio-wide insights.
• Advanced conversion funnel tracking that pinpoints bottlenecks and areas for process improvement.
• Guidance and templates for building data layer code for each brand to ensure accurate and comprehensive data collection.

• External analytics and tracking tools to capture user interactions and sales events
• Internal databases and CRM systems for customer and transaction data
• Third-party services for data enrichment and validation

• Scalable architecture capable of handling increasing data volumes from multiple brands
• High data accuracy and consistency with minimal latency in data processing
• Secure data handling compliant with privacy standards relevant to customer data
• System availability with 99.9% uptime for reliable reporting

The implementation of a standardized data collection and analytics platform is expected to enable the client to compare performance metrics across all brands effectively, leading to more informed decision-making. Improved conversion tracking and funnel optimization will drive sales efficiency, potentially increasing overall revenue and profitability. The dashboards and insights will foster a data-driven culture, providing the client with a comprehensive view of operational and marketing performance across their entire pet insurance portfolio.