ANA Seguros speeds insurance insights with AI/BI and Genie

As demand for data grew across pricing, sales, operations and leadership, ANA Seguros’ traditional BI model became harder to scale. Teams relied on specialized developers, static dashboards and manual processes to get answers. With Databricks AI/BI and Genie, analysts can build their own data products, sales teams can work with fresher information, and executives can move beyond static reports to ask follow-up questions conversationally.

Moving beyond centralized, static BI

ANA Seguros relied on an on-premises analytics stack built around Oracle, SAS and Qlik. Oracle supported production and data warehousing, SAS supported advanced analytics, and Qlik served as the company’s primary business intelligence platform. Many users could not access warehouse data directly and instead performed analytics manually in Excel. A small team with specialized Qlik expertise could also become a bottleneck when analysts needed new dashboards.

Those limitations were especially visible in pricing. ANA Seguros maintains a comprehensive vehicle catalog that helps sales teams and agents find the information they need to prepare insurance quotes. Updating the catalog took about two hours, and the data was refreshed weekly. Executive reporting was similarly manual, with teams taking screenshots from Qlik dashboards and distributing them by email.

“Many users were not able to extract data from the data warehouse and had to perform analytics by hand in Excel. With Databricks, analysts can reach the source of truth more easily and develop their own dashboards,” said Rubén Berbena, Data Manager at ANA Seguros.

Putting self-service and conversational analytics to work

With Databricks, analysts and other technical business users can access the company’s lakehouse and build their own reports and pipelines using Python and PySpark. In pricing, the team created a series of AI/BI Dashboards to let users filter the vehicle catalog by attributes including vehicle type, category, year and model. Genie enhances the experience by allowing users to ask ad hoc questions when they need additional help finding the right vehicle information.

ANA Seguros is also using Genie for executive analytics. The team developed a Genie skill, curated by its prompt engineers, to create a monthly report containing key company KPIs. The report is reviewed before being distributed to company leadership. The chairman and president also use Genie through Microsoft Teams and Genie One to ask questions directly, while ANA Seguros’ IT director uses a specialized Genie Agent through Gemini Enterprise via MCP for business questions.

“They were amazed by the responses and how easily they could get insights about the company,” said Berbena.

Faster insights create momentum for broader AI adoption

The new approach is already delivering measurable improvements. The vehicle catalog process that previously took about two hours now takes a few minutes, while its data is updated daily instead of weekly. ANA Seguros has also reduced the time required to replicate its data warehouse into the Databricks lakehouse from a four-hour processing window to approximately 12 minutes.

Costs have also decreased. ANA Seguros previously spent around MXN 2 million annually on its SAS platform. According to Berbena, its annual Databricks spend is now less than 50% of that amount. More than 20,000 members of the company’s sales force also rely on data displayed through Qlik, which now uses Databricks as its source. Looking ahead, ANA Seguros is developing a strategy for domain-specific Genie experiences across areas including marketing, sales and operations.

“Databricks has been like a fresh start for the company,” said Berbena. “In one year, we have made a lot of progress, and we are moving toward becoming a more data-driven company.”