Success Story

Built a Unified, Governed Data Foundation with AI-Led Engineering for a Leading Member-Owned Insurance Company

About the Client

A leading member-owned insurance company

Challenges

The client’s enterprise data was scattered across the systems that ran its day-to-day business, leaving leadership without a single, trusted view of the organization for reporting, analytics, or historical performance.

  • Data fragmented across multiple critical systems — Salesforce, HubSpot, Claim Center, Point System, and Nucleus, with no single source of truth
  • No scalable, governed data foundation in place, limiting consistent reporting and analytics across the business
  • Growing regulatory and analytics demands with no clear path to historical, auditable data access
  • A need to modernize the data foundation without disrupting live policy, claims, and member-service operations

Solutions

Innover paired AI-led discovery with a phased, governed build, using AI tools extensively to understand and consolidate the existing data landscape before establishing the platform for the long term.

1. AI-led assessment: AI tools used to map multiple legacy sources and accelerate source-to-target design

2. Snowflake Bronze Layer: Fivetran and Prefect pipelines centralized 8 systems and 20+ years of history

3. dbt Staging Layer: Standardized transformations, renaming, typing, deduplication, and soft-delete, for audit-ready consistency

4. AI tools used throughout: Claude, Fivetran, Prefect, dbt, and Snowflake

Impact Delivered

8+

Legacy systems unified into one platform

20+

Years of history centralized

Day1

AI-ready governance established from the start