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This regional insurance company offering personal lines insurance products and services to its members had plenty of meaningful data in its system from which to make its business decisions. However, accessing that data was time-consuming and involved utilizing a significant amount of time and effort from its IT staff for all but the most basic reports. The majority of reports requested had to be manually processed and generated, making business forecasting very difficult.


Wipfli’s insurance experts saw that Qlikview was a practical solution which would allow easy access to data and extract a variety of reports. The first step was to set up a proof of concept so the insurance company could see for itself what was possible when leveraging Qlikview. The proof of concept began on a Wednesday morning, and by that afternoon Wipfli had imported 12 database tables, about 5 million rows of data, into Qlikview. By the same time the following day, a dashboard had been set up. The proof of concept ran for 30 days, giving the team daily metrics on service, cancelled polices, sold policies, and even claims response time, a “nontraditional” functionality that made it possible for the company to see, among other things, whether adjusters were following through with their “within 24 hours” response time.

Wipfli’s team worked closely with the company’s employees to familiarize them with Qlikview and demonstrate how to get the data they needed, in the form they needed it, without having to request the assistance of their IT team. In addition to a thorough overview of the functionality and capabilities of Qlikview, Wipfli gave the company’s team a base of knowledge from which they could easily explore the tool in greater depth and identify ways they’d like to use it to get information they wanted.


The QlikView solution provided the company with the ability to consolidate, search, visualize, and analyze all its data, providing it with exceptional business insight. In addition, the company’s QlikView users are able to get to information they need to make faster, smarter decisions that have a direct, positive impact on the company’s customer service and loyalty.