Client Retention Dashboard for Insurance Broker
FIDENIS Insurance
Date: 00.00.00
Overview
Problem:
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Client policy data scattered across 3 CRMs (Salesforce, HubSpot, Zoho), causing 20% client churn due to missed renewals.
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Agents lacked real-time visibility into policy statuses.
Goal:
Build a centralized policy tracking system to:
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Scrape and consolidate CRM data into Google Sheets.
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Auto-update policy statuses (active/lapsed) and trigger retention alerts.
Technologies Used:
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Python: CRM API integrations, data scraping.
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Google Apps Script: Policy status flags, email alerts.
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Looker Studio: Retention analytics dashboards.
Results (Overview):
Reduced client churn by 25% and cut manual policy tracking by 15 hours/week.
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CRM Data Consolidation: Built Python scripts to extract policy data nightly from CRMs into Sheets.
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Status Automation: Used Apps Script to flag policies as “At Risk” 30 days pre-expiry.
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Agent Alerts: Auto-emailed daily lists of expiring policies to agents with renewal links.
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Retention Analytics: Tracked churn reasons (e.g., pricing, service) via Looker Studio.
Final Solution:
A proactive retention system enabling FIDENIS to:
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Save $500K/year in retained client revenue.
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Empower agents with actionable renewal insights.
Client testimonial
5.0
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John Doe
Co-Founder at Google