Case Study: Assurance Agency saves $200K and boosts productivity with Bold BI

Assurance Agency saves $200K annually with Bold BI

Assurance Agency, a full-service insurance brokerage, faced the challenge of needing to display unique data analytics for different groups of their agents. This required creating multiple customized dashboards that also needed to be seamlessly embedded into their existing application. They sought a cost-effective dashboarding solution from a vendor like Bold BI that could meet these high standards without a per-user pricing model.

The agency implemented Bold BI for its embedding capabilities, on-premises data connectivity, and versatile designers. This solution saved them an estimated $200,000 in annual costs and countless hours of development time. By keeping their software costs down and productivity up, Bold BI helped Assurance Agency contribute to their long-term vision of creating value for their clients.

Assurance Agency