Build Broker 360 with InsightPipelines & Databricks

Introduction

The insurance industry operates on relationships, and brokers are essential partners in driving premium growth. But managing broker relationships requires more than traditional CRM systems. Insurers must track broker activities, assess broker performance, and identify cross-sell and upsell opportunities to increase profitability.

This is where a Broker 360 View becomes invaluable. A Broker 360 View is a comprehensive, unified dashboard that consolidates broker attributes, interactions, performance metrics, journey history, and submission data. It provides insurers with a holistic perspective on broker performance, enabling proactive decision-making.

By leveraging InsightPipelines for ETL (Extract, Transform, Load) and Databricks for data processing, insurers can centralize broker data from multiple sources and create a data-rich Broker 360 View. This blog walks you through the entire process — from data sources and pipelines to the final 360 dashboard.

Why Do Insurers Need a Broker 360 View?

1. Broker Relationship Management: Track key broker interactions and nurture high-value broker relationships.
2. Performance Analytics: Analyze broker performance, commission impact, and policy growth.
3. Compliance & Risk Monitoring: Ensure broker compliance with regulatory standards.
4. Upsell & Cross-Sell Opportunities…