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After 26 years of partnership and a product suite that had grown beyond anyone's visibility, Client X needed more than a refresh. They needed a complete operational reset. That is exactly what 365 RSA delivered.
A leading Australian business had spent 26 years with the same legacy RSA provider and had accumulated 58 disparate products with no data visibility across any of them.
With 58 products spanning overlapping coverage tiers and inconsistent categorisation, neither Client X nor their partners could confidently answer basic questions: what was covered, what was being invoiced, and why. Data gaps across all parties compounded the problem, making accurate reporting near impossible. Decision-making had become reactive, not informed.
We rationalised 58 products into a coherent, standardised framework, eliminating overlap and establishing clear coverage tiers that every stakeholder could understand and rely on.
Every product was assigned a structured, human-readable code, giving account managers, finance teams, and partners instant clarity on what each product represented and how it sat within the broader portfolio.
We implemented end-to-end API data integration, automating data flows between systems and eliminating the manual handoffs that had caused data loss, reconciliation errors, and reporting delays.
We built Client X a dedicated portal giving their team daily access to membership lookups and full case history, refreshed every morning. Alongside this, 365 RSA presents a monthly critical reporting insights package, turning raw data into clear, actionable intelligence for leadership.
With data sharing and live reporting dashboards in place, Client X's team moved from chasing information to acting on it. Meaningful insights now drive product decisions, partner conversations, and customer outcomes.
"While we had a solution in place for a long time, we needed to find a fresh approach and 365 really stood out for us there. It was their true partnering approach that ultimately convinced us to change. Then they consolidated all of our products and data into a format that made our life easier. We had never seen that before."
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