Business Profitability Analysis for Insurance Company

The company was newly acquired. The new owner had no visibility as to where company funds were going or why the company was not profitable.

The company was using an antiquated CRM system that required a lot of internal management.

Data was exported from the existing CRM system into an Airtable database. From here, Make.com was used to analyze parts of the data and determine:

Agent performance

Daily commission received as a result of sales

Commission still owed to the company from Insurance companies

Policies canceled due to non-payment or cancellations from the clients

An exercise was also initiated to replace the old CRM system with a cloud-based system with better reporting.

The issue and source of the fund drain were identified and the company was restructured. The implementation of a new CRM system is still ongoing.