Insurance Broker
Reporting
Capability
Peraison partnered with gpm to build a modern broker reporting capability for the London market as part of gpm’s inFOCUS INSIGHT module.
The goal was to replace spreadsheet-heavy reporting with a single, trusted view that combines data from multiple sources and applies insurance brokerage financial reporting rules consistently.
Peraison delivered dashboards and a unified reporting model that gave users timely visibility of their positions, reduced manual report production, and enabled self-serve views tailored to different roles and reporting needs.
Alongside delivery, Peraison provided structured training and hands-on working sessions so gpm could continue to extend the reporting capability independently.
T-1 visibility of broker positions without manual report runs
Delivered insurance brokerage reporting that shows positions on a T-1 basis, removing the need for users to manually run and compile reports to understand where they stand.
Spreadsheet elimination through automated, insurance-specific financial reporting logic
Replaced spreadsheet-heavy reporting by embedding complex brokerage financial reporting rules directly into the BI model, improving consistency and reducing errors and duplicated data input across reports.
Faster month-end insight withself-serve, role-based reporting & lasting capability uplift
Provided a single reporting experience with role-based dashboards (including views such as Trial Balance and Underwriter Analysis) and enabled with self-serve custom views, while also uplifting gpm’s internal capability through structured training so they can continue building bespoke reports for clients.
Modern Solutions for a changing Insurance landscape
Helping Insurance institutions
accelerate with data & AI
Modernise data foundations across policy, claims, billing, and digital channels to enable cloud adoption and AI readiness. Establish governed data products, reusable pipelines, and scalable platforms so underwriting, claims, and service teams can make faster decisions with trusted, current information.
Unify policyholder, broker, and channel data to improve acquisition, renewal, and retention. Build segmentation, propensity, churn, and next best action models that help teams target the right customers, support intermediary performance, and improve portfolio mix across products and customer segments.
Strengthen risk and compliance outcomes with embedded controls, auditable data, and clear lineage across key processes. Implement model governance, monitoring, and regulatory-aligned workflows to reduce operational risk, improve transparency, and support consistent compliance across jurisdictions and lines of business.
Reduce claims cycle time and improve customer outcomes by redesigning workflows and automating high-volume tasks. Apply intelligent triage, document processing, and exception-led handling to lower cost to serve, improve consistency, and free specialists to focus on complex claims and member support.
Improve underwriting discipline and pricing performance with better risk selection and portfolio visibility. Deploy analytics that monitor loss ratio drivers, exposure shifts, and performance by line, segment, and channel, enabling earlier intervention, stronger pricing adequacy, and more confident growth decisions.
Deliver trusted reporting that supports IFRS 17, solvency, reserving, and management performance needs. Reduce manual reconciliation through controlled data models, automated validation, and consistent definitions so finance and actuarial teams can close faster, explain movement, and report with confidence.
Deliver robust outcomes across policy, claims, and data platforms with modern architecture and stack-agnostic engineering. Use proven accelerators and delivery patterns to integrate core systems, uplift reliability and performance, and enable scalable capability that teams can own and extend.
Our Insurance stories & insights
Explore the real‑world impact of our work across financial services, with stories and insights that reveal how data, AI, and technology deliver measurable outcomes.
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