Case Study: Porto Seguro achieves faster insight into sales metrics from 6+ million customers with Tableau Software

Insurance company, Porto Seguro gains faster insight into sales metrics from 6+ million customers

Porto Seguro, a leading Brazilian insurer with 135 branches serving over 24,000 brokers and more than 6 million customers, needed faster, self‑service analytics to speed executive decision‑making. The business intelligence team had been struggling to deliver KPI dashboards—projects that previously took months—while aiming to give analysts greater autonomy and faster insights across the organization.

They piloted Tableau and moved from a four‑month dashboard build to a production KPI dashboard in four weeks, then rolled out Tableau Desktop and Server across multiple business areas. Real‑time monitoring of customer service metrics and product rates (auto, life, property/casualty, etc.), strong vendor and partner support, and rapid internal adoption created a culture of analytics, saved weeks of analysis time, and set a goal to double Tableau users companywide.

Porto Seguro

Flávio de Souza

Head Advisor, Business Intelligence and Analytics