Information Builders Case Studies Erie Insurance Boosts Performance With WebFOCUS
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Erie Insurance Boosts Performance With WebFOCUS

Information Builders
Analytics & Modeling - Real Time Analytics
Application Infrastructure & Middleware - Data Exchange & Integration
Business Operation
Sales & Marketing
Predictive Quality Analytics
Supply Chain Visibility
Data Science Services
System Integration
Erie Insurance, a multi-line insurance provider, was looking to execute on the new CEO’s vision to make more strategic use of data to improve organizational performance. The CEO, Terrence W. Cavanaugh, wanted to enable users to better leverage the wealth of data the company maintained. His goal was to deploy a series of internal and external dashboards that would support decision-making and deliver information across all levels of the business. The challenge was to create a web-based reporting environment that would allow thousands of authorized employees to monitor approximately 75 key performance indicators (KPIs) across critical domains such as customers, finance, service productivity, human resources, and distribution.
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Erie Insurance is a property and casualty insurance provider with 4,400 employees and $4.8 billion in annual revenue. The company offers auto, home, business, and life insurance to customers in 11 states. Founded in 1925, Erie Insurance currently has more than four million policies in force. The company was named a 2012 Customer Service Champion by J.D. Power and Associates, and is ranked among Fortune Magazine’s 500 largest U.S. companies in terms of revenue. In 2009, new Chief Executive Officer (CEO) Terrence W. Cavanaugh began laying the groundwork for a new strategy that involved making strategic use of information to improve organizational performance.
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In response to the CEO's vision, Erie’s Information Management and Reporting (IMNR) team created a web-based reporting environment called Erie Performance Reports. This application was built on the WebFOCUS business intelligence (BI) platform from Information Builders and leverages Active Technologies. It allows thousands of authorized employees, mostly mid-level managers, to monitor approximately 75 key performance indicators (KPIs) across critical domains such as customers, finance, service productivity, human resources, and distribution. Dashboards to support other functional areas, including sales and actuarial, were also created. An executive dashboard known as Enterprise Reporting provides senior-level management with much of the same information contained in Erie Performance Reports, but with the added advantage of ad hoc reporting capabilities.
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The new dashboards promote the CEO’s vision of using information strategically to drive performance, and improve key activities across the business.
By making information easier to access, and presenting it in a more user-friendly way that is simpler for managers to understand, WebFOCUS and Active Technologies are accelerating a change in Erie’s culture that promotes the widespread and strategic use of information for making decisions.
Users of Erie Performance Reports can now quickly and easily generate their own reports using intuitive drop-down menus to view information about customers, policies, and claims by line of business, state, district, branch, or agency.
The company currently has more than four million policies in force.
The dashboards allow thousands of authorized employees to monitor approximately 75 key performance indicators (KPIs) across critical domains.
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