How Customer Compass unifies disparate insurance data into a single client profile
Data Sources
Health Benefits System
Life Insurance Policies
Retirement Accounts
Client Preference Inputs
Unified Client Profile
Single source of truth for every client relationship
Powered Systems
AI Engagement Engine
Advisor Portal (AES)
SunLife Benefits API
48,200 records · 42ms avg latency
Manulife Life Policies
31,500 records · 67ms avg latency
Fidelity Retirement
22,000 records · 88ms avg latency
Client Preference Store
48,200 records · 11ms avg latency
48,200
Unified Profiles
1.2M
Daily API Calls
38,400
Nudges / Month
< 5 min
Data Freshness