Case Study: a leading life insurance provider achieves 50% review efficiency gains with CENTRL DD360

Leading US Advisor Boasts 50% Efficiency Improvements implementing CENTRL’s DD360

A leading life insurance, retirement, and investment solutions provider in the United States was struggling with complex investment assessment workflows that relied heavily on Excel, SharePoint, and other disconnected tools. The team needed better automation, organization, and auditability for quarterly and monthly reviews across a diverse portfolio of equity, fixed income, and alternative investments, and they turned to CENTRL Inc.’s DD360 platform.

CENTRL Inc. implemented custom scoring and analytics dashboards, four quarterly templates, and 22 production reports, while also enabling live assessments during the rollout. The new approach moved the client off Excel-based processes and delivered a 50% improvement in review efficiency, with scoring assessments dropping from 45 minutes each to just seconds, along with better follow-up management and broader internal adoption.