How a Top-100 Broker Increased Client Deliverables by 40-60%

A national Top-100 insurance brokerage was spending countless hours manually extracting workers’ compensation data from rating worksheets, loss runs, and internal systems. Their analytics and stewardship teams relied heavily on Excel pivot tables and manual cleansing to build client-ready stewardship reports.

This process consumed significant internal resources, delayed report delivery, and limited the broker’s ability to scale. Even with dedicated analysts, the team struggled to keep up with the volume of data needed to support their producers and account managers.

They needed a faster, more reliable way to standardize and automate these analytics—without sacrificing quality or customization.

After onboarding with Mod Advisor, the Mod Advisor team quickly learned that this broker’s internal reporting process required dozens of customized output formats, each tailored to specific accounts. Their legacy workflow forced analysts to extract data manually, create pivot tables, cross-check claim totals, and reformat visualizations—sometimes spending 4–12 hours per account.

Mod Advisor collaborated with the broker to understand every element of their reporting requirements. Together, we mapped out their data structure and identified recurring patterns across stewardship templates. Mod Advisor then built more than 50 fully branded, automated reports, including:

• Various summaries of historical data
• Analysis by Policy Period, Frequency and Severity, Medical vs Indemnity
• Custom analysis by Department, Location and State
• Claim lag analysis visuals
• Analysis by Age, Length of Service, Employees and Repeaters
• Visuals identifying trends in Body Part, Cause of Loss, Nature of Injury

Mod Advisor partnered directly with the broker’s analytics teams to create a streamlined solution that eliminated manual reporting bottlenecks. The strategy centered on three key initiatives:

1. Deep Discovery & Workflow Mapping: We analyzed how the broker previously built stewardship reports, identifying all repetitive tasks that could be automated.
2. Custom Reporting Infrastructure: Mod Advisor engineered a library of custom reports—over 50 unique templates—built specifically for the broker’s clients.
3. Seamless Integration: Reports were configured so that analysts could generate deliverables instantly, without relying on spreadsheets or manual formatting.

This collaborative approach allowed the broker to transform complex workers’ compensation data into polished, client-ready presentations with a single click.

By eliminating manual data manipulation and automating their stewardship reporting process, the broker significantly increased operational efficiency and client-facing output. The broker now had a scalable framework to support more accounts without adding additional staff.

Contact us today at sales@modadvisor.com to learn how your company can use Mod Advisor to win new business.