Insurance Client - Agent Portal Integration with Qlik Sense Dashboards

Business Challenge

Agents required real-time visibility into sales and renewal performance
Direct access to the Qlik Sense Hub was not suitable for external users
Need for a secure, role-based, and scalable access model
Lack of a unified, branded interface for agent engagement
Limited adoption of analytics among field users due to platform complexity

Solution (Qlik Sense Mashup with Secure Integration)

FSPTech implemented a Qlik Sense Mashup solution using Capability APIs to embed analytics directly into the client’s agent portal.
Key components included:
Embedded Qlik Sense dashboards within a custom agent portal
JWT-based Single Sign-On (SSO) integration with the client’s identity provider
Role-based access control ensuring secure, user-specific data visibility
Customized dashboards such as “Active Policies Over Time” and “Top-Performing Agents”
Interactive filtering and drill-down capabilities within the portal

Business Outcome

Seamless access to insights through a unified, branded agent portal
Increased adoption of analytics among agents and brokers
Improved decision-making with real-time visibility into performance metrics
Enhanced data security by eliminating direct access to the Qlik Sense Hub
Better engagement and responsiveness from field teams through simplified access to KPIs