Data is core to modern insurance operations. But for Evertree Insurance, that core was fragmented – trapped across platforms, throttled by manual workflows, and just out of reach when it mattered most.
To scale their operations and enable data-driven growth, Evertree partnered with DevIQ to architect a unified data platform built on Databricks. Together, we replaced the manual with the modular, stitched disconnected systems into a cohesive whole, and laid the foundation for insights they could truly own.
It wasn’t about fanciful features – yet. It was about control, clarity, and building the kind of data foundation that’s ready for what’s next.
The Client & The Challenge
Evertree is a rapidly growing insurtech company that empowers insurance agents through technology. Their platform blends human-led sales with cutting-edge digital capabilities, setting high standards for customer experience and operational efficiency.
Challenges & Pain Points
Data Fragmentation and Manual Processes
Policy and commission data lived in silos across Salesforce and Applied Epic. Monthly manual imports meant agents were often working with outdated or incomplete information, creating lag and risking customer trust.
No Single Source of Truth
Every system told its own version of the story, but there was no unified narrative. Without centralized analytics, Evertree couldn’t confidently act on performance metrics or forecast with clarity.
Limited Operational Visibility
Agents and decision-makers lacked real-time synchronization, impacting customer service quality and operational responsiveness.
Consequences of Inaction
Without a foundational shift, Evertree risked scaling inefficiency along with its growth. The status quo would have meant slower onboarding, inconsistent customer experiences, missed opportunities to innovate, and limited competitive differentiation. In short, their operations were growing, but their insight was not.
The Partnership & The Proposition
When Evertree needed more than a vendor to transform its data operations – when they needed a partner who could help untangle complexity without adding more – they turned to DevIQ. Having already successfully completed projects, Evertree knew DevIQ had a collaborative and flexible approach. With certified expertise in data engineering with Databricks on Azure, a strong partnership was inevitable.
DevIQ's approach to consulting, as well as the SDLC, makes them truly feel like a partner and not just another consultant. DevIQ is not just there to build software but to solve the problems the business is facing.
– VP of Engineering, Evertree Insurance | Clutch
The Solution & The Execution
Strategy & Approach
DevIQ approached Evertree’s data challenges with a phased, flexible model designed to deliver value early while enabling long-term evolution. As priorities shifted and the business grew and evolved, we remained a strategic constant – refining architecture, guiding decisions, and making sure progress never lost momentum.
Technical Execution
DevIQ’s expertise in Databricks helped us unlock a unified, automated view of our business for the first time. Not just a data platform, it’s been a springboard for insights and operational improvements that are shaping our future strategy.
– Senior Data Engineer, Evertree
The Results
Built and Shipped
Evertree now operates on a unified, bi-directional data foundation built with Databricks and Azure – designed to ensure real-time consistency without compromising performance or governance. With the groundwork in place, agents and stakeholders now have clearer visibility and faster access to the data they need to make informed decisions. DevIQ helped architect the platform – but Evertree is the visionary putting real data to work to improve the lives of its customers.
- One Source of Truth: Integrated disparate data sources into a single, reliable Databricks Lakehouse.
- Eliminated Manual Effort: Real-time synchronization eliminated inconsistent monthly manual data imports.
- Scalable Data Infrastructure: Established a robust, Azure-native Databricks platform capable of supporting future AI/ML initiatives.
- Enhanced Competitive Advantage: Enabled proprietary data ownership, setting a foundation for differentiated analytics and future innovation.
By the Numbers
- 40+ Hours Saved Monthly: Enabled a unified view of Evertree’s business for the first time and what previously took hours of manual mapping is now automated, saving countless hours across all teams.
- 70% Time Reduction: Reduced time to generate cross-system reports by more than 70%, accelerating decision-making and insight delivery.
- 6 Data Sources, 1 Unified View: Six previously disconnected systems are now visualized together for the first time giving Evertree a single source of truth.
The Conclusion
Evertree's Databricks-driven transformation provides a robust foundation for current operational improvements and future innovation. With greater ownership of their data data ownership and near real-time insights, Evertree can now leverage advanced data+AI capabilities, driving deeper insights and superior, human-led, AI-assisted customer experiences. Their collaboration with DevIQ exemplifies how technical expertise paired with genuine partnership can unlock transformative business outcomes.
