Explore our data and analytics services for insurance
We can help you unify your financial data and use it for easier reporting and insights into your financial performance. Our services can help you use your data to improve:
- Pricing decisions.
- Budgeting and planning.
- Rolling forecasts.
- Financial reporting, including Schedule F, GAAP and STAT reporting.
We can help you unlock insights so you can turn data into action. Our services focus on:
- Report automation: Eliminate the need for manual report creation.
- Data visualization: We help you create dashboards so your team can see data in a format that makes it easier to gain actionable insights.
- Advancing your infrastructure: We can help modernize your IT infrastructure so that you can apply the latest solutions, including AI and machine learning, enhancing your performance.
- Predictive analytics: Use your historical data to predict trends and drive more informed decision-making.
- Health checks: We assess your current business intelligence environment and provide you with practical recommendations for improving it.
Wipfli can help you unify your data and keep it secure with our data management services. We can support your team with services for:
- Cloud data management.
- Data warehouses.
- Data integration.
- Data governance (master data management, metadata management).
- Enterprise information management.
Wipfli can help you design data solutions that integrate with your core systems and are tailored to your specific business and industry needs. Let us help you gain a 360-degree view of your business with:
- Strategic vision: We work closely with your team to build a high-level understanding of your needs and initiatives and gain consensus.
- Define and design: We employ detailed project planning and solution architecture to help facilitate rapid development.
- Road mapping: We help you develop a road map for implementing a transformative data-management strategy.
Let us worry about your data so that you can focus on your core business. Wipfli’s managed services team applies our talent and experience to manage your end-user support, applications, databases, infrastructure and other critical areas.
Our services include:
- Outsourced data analytics resources.
- Ongoing maintenance of client environments.
- Hosting.
- 24/7 online service desk.




