Health brokerage analytics: the real cost behind each contract
Analytics platform for an insurance brokerage that reads out-of-pocket cost contract by contract from health-expense files too large for a spreadsheet. A client gets the answer during the meeting, and the same question asked twice returns the same figure.
- Back Office Systems
- AI Automation & Integrations
Written by Anthony, Founder & CEOLast updated
The situation
An insurance brokerage whose health-expense analysis lived in exports reworked by hand. The files were past what a spreadsheet will open, and every new question meant running the whole treatment again from scratch.
Nobody could say, contract by contract, what the insured party actually paid out of pocket. Answers arrived days after the question, too late to carry any weight in a negotiation, and two passes over the same file did not always agree.
The transformation
The same measures, before the work and after it.
How the broker reads a portfolio
BeforeRaw exports
AfterDashboards
What a contract actually shows
BeforeTheoretical cover
AfterReal cost to the insured
What changed
MAMYCODE delivered a private analytics platform that ingests the spending files, applies the cover rules specific to each contract, and produces readable dashboards. The brokerage filters by insured person, by condition and by period.
The platform surfaces the real out-of-pocket cost where the contract on paper implied full cover. The broker reads its portfolios directly, without waiting on manual exports, and those dashboards now feed both its conversations with insured clients and its renewal decisions.
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