Case Study: Aegon Life Insurance achieves real-time customer engagement and 20–30% faster onboarding with Microsoft Power BI

Aegon Life Insurance ensures intelligent customer engagements with Power BI

Aegon Life, a digital-first insurance joint venture in India, faced a rapidly expanding data footprint and needed a seamless, secure flow of information between sales and customer-service functions plus real-time access to critical metrics on the move. To address these challenges, the company adopted Microsoft Power BI to embed analytics across the business and support agile, data-driven customer engagement.

Working with PwC India to map data sources and stakeholders, Microsoft Power BI was implemented to replace email/SFTP transfers with secure, mobile dashboards that deliver real-time updates to internal and external users. The solution cut turnaround times by 20–30%, reduced sales-partner queries by 30–50%, and freed issuance teams nearly two hours a day, enabling faster, fact-based decision making and improved customer service.

Aegon Life

Daksh Singh

Analytics Head