Case Study: Leading Life Insurance Company achieves BSC compliance and automated advisor performance with MetricStream

A Leading Life Insurance Company Reinforces Compliance with Balanced Scorecard Framework Requirements

The client is one of the oldest and largest life insurance groups in South‑East Asia, serving millions of policyholders and thousands of advisors. They faced growing operational and regulatory risk: advisor remuneration and performance were tracked with manual spreadsheets that gave poor visibility into “non‑sales” KPIs (quality of advice, suitability of recommendations), leading to inappropriate sales, brand damage, and difficulty meeting MAS/FAIR Balanced Scorecard (BSC) requirements.

The company implemented the MetricStream Balanced Scorecard Framework on a scalable GRC platform—bringing centralized data, robust workflows, system integrations, AppStudio configurability, analytics, and automated MAS reporting. The solution automated post‑transaction checks, surveys and mystery shopping, simplified advisor evaluations, and produced real‑time dashboards and quarterly regulator reports. As a result the insurer achieved consistent compliance with BSC rules, streamlined performance reviews and workflows, greater visibility into non‑sales metrics, faster regulatory reporting, and improved advisor behavior and brand protection.