Case Study: UnderwriteMe achieves real-time underwriting insights and rapid MI feedback with Yellowfin

An embedded analytics solution that is changing the game for insurance firms

UnderwriteMe is a global fintech that modernises how life insurance is quoted, underwritten and sold, and faced slow, fragmented underwriting analytics where updates and rule changes could take months to test and deploy. To give intermediaries and underwriters real-time, accurate pricing and personalised premiums, UnderwriteMe needed embedded, branded analytics that let users explore live cases and self-serve their management information. Yellowfin was chosen as the front-end analytics and data visualisation tool.

Yellowfin was embedded and white‑labelled into UnderwriteMe’s rules engine and data marts, ingesting ETL-fed transaction and enrichment data (e.g., Mosaic, Google Analytics) so customers can build reports, drill to individual records and schedule analyses themselves. The result: MI feedback that used to take months now appears in about fifteen minutes, underwriters can iterate rules in minutes, and customers gain self-service reporting and auditability — benefits UnderwriteMe credits directly to Yellowfin’s fit, plugins and ongoing product innovation.

UnderwriteMe

Rikus van der Merwe

Lead Consultant