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Pull Data from Various Database & Process Data on SAS Server (for SAS…
Pull Data from Various Database & Process Data on SAS Server (for SAS users)
For Automated Data Run: Schedule Data Update Frequency (i.e. weekly, monthly)
Underwriting Memo Data
Agency Summary Page Data
a. Agency Profile Data: Quotes, Apps, Premium, LR, Close Rate
b. CRM Data: Days since last visit
Agency Landing Page Data
a. Agency Profile Data: Quotes, Apps, Premium, LR, ACRA report, CCB report, Commission, UVM, Agency Contact, Employee contact etc.
b. CRM Data: CRM sales call
c. Agency Performance Assessment Model
Agency Detail Page Data
a. Agency weekly / monthly trend line: apps, premium etc.
b. Policy Attributes Mix at Agency level
For Tableau Dashboard Creation
Output Processed data to local laptop (Saving output data to desktop without additional internet connection will be most efficient)
For Tableau Dashboard Publish to Tableau Server & Schedule Auto Data Refresh
Output Processed data to NAS folder where Tableau Server has access to
CRM Phone Call Data
Cancellation Data
Connect through Tableau
On Tableau workbook:
Live Connection
Data Extract
Create a copy of finalized Tableau workbook
Update the data connection to NAS folder
Through Tableau workbook:
Publish the Data source to Tableau Server
(Data Source Folder)
Publish Tableau workbook to Tableau Server
(Project Folder)
Schedule Data Extract on Tableau (specify when Tableau Server should go NAS folder to pick up updated data. i.e. SAS server automatically prepared weekly data and finish at 10am Monday, let Tableau Server to pick up the data at 10:10am Monday)
Tableau Creation
Determine the scale of content
&
Determine the visualization
UW: Agency Summary Page
Map
with Agency Location; Sized by Agency NB apps count; Colored by Agency Assessment Score
Data
: Agency location, YTD NB apps (PPA), Agency Assessment Score (PPA)
Agency List
: With Agency Profile Attributes, quotes, apps, close rate, UW memo, etc.
Data
: Agency YTD quotes (all LOB), NB apps (all LOB), close rate (all LOB), UW memo (PPA)
Aggregate Agency info
to UW branch / state level
Data: UW branch, State for each agent
Toggle
: Navigate Agency List and Aggregated Agency info by LOB, UW branch, Underwriter name.
Data
: LOB, UW branch, Underwriter name
UW: Agency Landing Page
CRM Integration: display most recent 3 phone calls info for each agency
Data: Phone call date, type of phone call, marketing rep / underwriter name
...