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Commission
Analytics
Engine

Peraison helped a high-growth, US healthcare insurance commission investor unlock clear, trusted visibility of commission income by turning thousands of inconsistent commission statements into a single, reliable analytics foundation.

 

The business purchases future Medicare policy commissions from insurance agencies, so sustainable growth depends on accurate, timely insight into policy income, profitability by client, and overall portfolio performance.

 

Peraison built an automated ingestion and normalisation capability that collects statements from multiple sources, standardises each agency’s data into one consistent format, and maintains a complete audit trail of changes.

With rules and mappings designed to be updated without heavy technical effort, the business moved from manual stitching and delayed visibility to near real-time reporting that supports faster, more confident commercial decisions.

Customer Story
Near real-time visibility of revenue & profitability across the portfolio

Delivered near real-time insight into revenue, policy performance, and profitability, giving leaders the clarity needed to steer growth with confidence

Major reduction in manual effort by standardising every agency’s statements

Automated the end-to-end statement journey from collection to reporting, replacing hours of manual data stitching across spreadsheets, PDFs, and portals with a consistent, repeatable process.

Scalable onboarding of new agencies without scaling back-office cost

Enabled new agencies and data sources to be onboarded with minimal incremental effort, reducing operational cost and removing a key bottleneck to commercial expansion.

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Member Profitability Analytics 

Peraison built a member-level profitability model and dashboard for Doctors Health Fund, enabling trusted margin visibility, targeted retention/acquisition, and data-driven pricing decisions improvements.

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Bordereaux Portfolio Intelligence

A bordereaux intelligence platform consolidated fragmented submissions into a single source of truth, enabling KPI-to-policy drilldowns, trend monitoring, multi-currency metrics, and data-quality alerts.

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Dynamic Claims Development Forecasting

A bordereaux intelligence platform consolidated fragmented submissions into a single source of truth, enabling KPI-to-policy drilldowns, trend monitoring, multi-currency metrics, and data-quality alerts.

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Insurance Broker Reporting Capability

Implemented a unified London-market broker reporting model and dashboards, replacing spreadsheets with T‑1 position visibility, automated rules, self‑serve role views, training sustainable.

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Claims Reserving & Financial Reconciliation

Streamlined finance operations for Thomas Miller by integrating premiums, claims, reserves and investments, automating reconciliations and exceptions to accelerate close and improve reserving.

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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.

Curious how we can improve your business's performance?

Get in touch with our team

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