Allianz EXTRA
An interactive dashboard that provides opportunity to easily identify new leads that can be approached as new insurance potentials.
Their Challenge
The former version of the EXTRA app featured a comprehensive database of companies with all Allianz Trade operating entities worldwide. However, it lacked clear visibility into which entities were insured and which were not, making it difficult to identify and pursue new business opportunities effectively. To address this, new features, such as data visualisations, were identified to enhance the ability to identify entities that could be targeted as potential opportunities for new insurances.
Our solution
Together with Allianz Trade an interactive dashboard, that consists both of a quick- and advanced search, has been created that provides clarity on which entities are ensured and which are not. Users can easily apply one of many custom filters as well as pre-filtered buttons displaying a new overview based on the several different data points visualised on a world-, heat map and data overviews. This new dashboard enables users to access tailored information as required and explore data across various regions and metrics.
Delivering the dashboard was a great opportunity to optimize the user experience for existing dashboard features and set a basis for delivering new functionalities in the future.
Features
Quick search with data visualisation
A dynamic and interactive world- and heat map, featuring pre-filtered buttons for quick access to key data. The dashboard also includes additional functionality that allows for custom filtering and sorting based on user preference.
Advanced search
A comprehensive overview screen that presents all relevant data in a user-friendly interface, offering robust options for custom filtering and sorting.
User profile and data split
Users have personal accounts where only data connected to their network is displayed and visualised.
Result
An interactive dashboard that enhances the opportunity, through data visualisation and opportunities for a wide range of filtering, to identify new leads that can be approached as potential opportunities for new insurances.
Industry
Financial Services
Technology
Mendix
Solution
Digital Innovation
