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How Insurers and Brokers Can Discover New Sales Opportunities with Data-Driven Analytics

For insurers and brokers, having a single analytics platform to analyse all of your customer data will help you discover new sales opportunities. Want to see how?

Watch this short demo to see how Tableau's insurance broker dashboard combines your policy, product holding, and claims data—empowering you with customer insights to quickly spot new pension, life insurance, and ISA sales opportunities.

You’ll learn how to analyse your data using simple natural language to identify prime customers for cross-selling and up-selling, helping you personalise your customer interactions to drive even more opportunities.

Watch now to learn how you can:

  • Empower brokers with data-driven customer insights
  • Identify prime customers with fast analysis
  • Discover hidden insurance sales opportunities

Watch the rest of the Financial Services Dashboard Series

About the speaker

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Marius Kaiser

Lead Solution Engineer, Tableau

Marius is a Lead Solution Engineer at Tableau where he helps people see and understand their data.

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