Tableau Case Studies AmFam's Transformation through Tableau Embedded Analytics

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	AmFam's Transformation through Tableau Embedded Analytics Tableau

AmFam's Transformation through Tableau Embedded Analytics

Tableau

Technology Category	Analytics & Modeling - Edge Analytics Application Infrastructure & Middleware - Database Management & Storage
Applicable Industries	Consumer Goods Finance & Insurance
Applicable Functions	Sales & Marketing
Use Cases	Personnel Tracking & Monitoring Tamper Detection
Services	System Integration
Challenge	American Family Insurance (AmFam), a private mutual insurance company, faced challenges in providing data support to its local and regional agencies. These agencies, organized as independent contractors, are a crucial part of the AmFam data ecosystem, utilizing corporate data to optimize their sales and customer service contributions. However, the existing system was siloed and offline, making it difficult for agencies to access and analyze data. AmFam sought to improve the delivery of analytics to its agents, particularly around product availability, performance metrics, and expected business results. The challenge was to replace the siloed data sources and offline workflows with a secure portal that integrates insights into existing user interfaces (UI). Read More
About Customer	American Family Insurance (AmFam) is a private mutual insurance company that offers a variety of consumer and commercial products, including property, casualty, life, health, and homeowners coverage, along with investment and retirement planning products and services. AmFam's corporate teams use Salesforce CRM products to generate, manage, and analyze data for a wide range of activities, from account management and customer service to business development and executive planning. Beyond corporate implementations of CRM, AmFam also supports local and regional agencies that sell AmFam products. These agencies are organized as independent contractors who are licensed to transact with end customers and incentivized to meet performance targets. Read More
Solution	AmFam used Tableau Embedded Analytics to create a new self-service analytics web portal, myDashboard, for agencies and corporate users. This portal integrated into the existing workflows and UI that the agencies were accustomed to, providing vital insights without disrupting their work. The myDashboard solution offered customization, allowing agencies to adapt the portal to match their branding and UI workflows. It also provided pre-built dashboards for common metrics such as revenue, premiums, new business, and retention, along with preset filtering and customizable search. This made the portal user-friendly and reduced the learning curve for non-technical users. Additionally, the solution ensured security and governance with row-level security in Tableau, enforcing data access permissions based on various roles. AmFam also adopted Tableau single sign-on, allowing users to view reports and dashboards without leaving the myDashboard UI context. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Edge Analytics

Application Infrastructure & Middleware - Database Management & Storage

Applicable Industries

Consumer Goods

Finance & Insurance

Applicable Functions

Sales & Marketing

Use Cases

Personnel Tracking & Monitoring

Tamper Detection

Services

System Integration

Challenge

American Family Insurance (AmFam), a private mutual insurance company, faced challenges in providing data support to its local and regional agencies. These agencies, organized as independent contractors, are a crucial part of the AmFam data ecosystem, utilizing corporate data to optimize their sales and customer service contributions. However, the existing system was siloed and offline, making it difficult for agencies to access and analyze data. AmFam sought to improve the delivery of analytics to its agents, particularly around product availability, performance metrics, and expected business results. The challenge was to replace the siloed data sources and offline workflows with a secure portal that integrates insights into existing user interfaces (UI).

About Customer

American Family Insurance (AmFam) is a private mutual insurance company that offers a variety of consumer and commercial products, including property, casualty, life, health, and homeowners coverage, along with investment and retirement planning products and services. AmFam's corporate teams use Salesforce CRM products to generate, manage, and analyze data for a wide range of activities, from account management and customer service to business development and executive planning. Beyond corporate implementations of CRM, AmFam also supports local and regional agencies that sell AmFam products. These agencies are organized as independent contractors who are licensed to transact with end customers and incentivized to meet performance targets.

Solution

AmFam used Tableau Embedded Analytics to create a new self-service analytics web portal, myDashboard, for agencies and corporate users. This portal integrated into the existing workflows and UI that the agencies were accustomed to, providing vital insights without disrupting their work. The myDashboard solution offered customization, allowing agencies to adapt the portal to match their branding and UI workflows. It also provided pre-built dashboards for common metrics such as revenue, premiums, new business, and retention, along with preset filtering and customizable search. This made the portal user-friendly and reduced the learning curve for non-technical users. Additionally, the solution ensured security and governance with row-level security in Tableau, enforcing data access permissions based on various roles. AmFam also adopted Tableau single sign-on, allowing users to view reports and dashboards without leaving the myDashboard UI context.

Impact #1	The implementation of myDashboard has transformed the way AmFam operates, improving productivity and sales. The portal has enabled agency owners to identify sales opportunities they might not have noticed before, such as being close to meeting a bonus incentive or identifying cross-selling opportunities. The embedded data has also sparked creativity and competition among agency staff. Furthermore, the modernization has provided opportunities for professional development as employees interact with data dashboards and visualizations, often for the first time. The personalized views of embedded Tableau dashboards, infused into familiar user experiences, enable dynamic, near-real-time reporting on key metrics and performance. This single source of truth provides data-driven insights that continue to transform the AmFam corporate–agency business model.

Impact #1

The implementation of myDashboard has transformed the way AmFam operates, improving productivity and sales. The portal has enabled agency owners to identify sales opportunities they might not have noticed before, such as being close to meeting a bonus incentive or identifying cross-selling opportunities. The embedded data has also sparked creativity and competition among agency staff. Furthermore, the modernization has provided opportunities for professional development as employees interact with data dashboards and visualizations, often for the first time. The personalized views of embedded Tableau dashboards, infused into familiar user experiences, enable dynamic, near-real-time reporting on key metrics and performance. This single source of truth provides data-driven insights that continue to transform the AmFam corporate–agency business model.

Benefit #1	AmFam scaled up the solution to over 19,000 users, 40% of whom work at individually owned AmFam agencies.
Benefit #2	The new portal allowed for consolidation and retirement of older systems, leading to significant cost savings.
Benefit #3	Automation of processes with the new portal freed up time for agency and corporate employees to pursue other initiatives.

Benefit #1

AmFam scaled up the solution to over 19,000 users, 40% of whom work at individually owned AmFam agencies.

Benefit #2

The new portal allowed for consolidation and retirement of older systems, leading to significant cost savings.

Benefit #3

Automation of processes with the new portal freed up time for agency and corporate employees to pursue other initiatives.

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Overview

AmFam's Transformation through Tableau Embedded Analytics

Operational Impact

Quantitative Benefit