25-Stage Pipeline Compressed to 5

What was built

End-to-end policy admin system replacing a 25-stage pipeline with 5. Enabled clear ownership, automation, and centralized reporting in Tableau.

Why it mattered

RevOps pipeline with 25 manual stages. No automation, no linear progression, and reporting in spreadsheets. Service Ops KPIs were unachievable.

At a glance

25 to 5

pipeline stages

100+

policies sold in month one

10x

manual work reduction

HubSpotFront CRMTableau DesktopInsuranceProcess Architecture

How It Works

Pipeline compression two-lane flow Five-stage deal progression with linked ticket task lanes and stage-level handoffs. Deals Tickets Submission Qualification Underwriting Approval Support Submission Tasks Qualification Tasks Underwriting Tasks Approval Tasks Support Tasks

Five-stage deal progression with linked ticket subtasks per stage.

Impact

VELOCITY

100+ policies in month one

Pipeline redesign enabled immediate throughput from day one of launch.

OPERATIONAL CONTROL

Automation replaced manual handoffs

Workflows triggered assignments, status updates, and task creation by stage.

REPORTING FOUNDATION

Spreadsheets replaced with Tableau

Centralized operational reporting replaced fragmented Google Sheets across teams.