Life Insurance Semantic Model

PPS was originally founded in South Africa as a mutual income protection scheme by a group of dentists. Built on a strong ethos of mutuality, PPS has since expanded to serve a broader base of professionals across South Africa, Namibia, and Australia, and recently launched operations in New Zealand in 2025.

During our initial discussions with the Head of Technology, PPS outlined a clear ambition to drive revenue growth and improve sales performance. A key focus was leveraging data to better support and enable their sales operations.

Solution

Our initial focus was to establish a strong foundation by working closely with the business to define and standardise key metrics, including:

• Sales

• Pipeline

• Not Converted

This involved aligning on business rules, ensuring consistency in definitions, and creating a clear, trusted view of performance across the organisation.

We then structured the data into a central semantic model, enabling both reporting and future AI-driven use cases to be built on a single, consistent layer of business logic.

Outcomes

• Consistent and trusted definitions for key sales metrics across the business

• Improved visibility of sales performance and pipeline health

• Enabled faster, more informed decision-making for leadership and sales teams

• Reduced ambiguity around key KPIs such as conversion and pipeline stages

• Established a scalable foundation for dashboarding and AI-driven insights

• Positioned PPS to support future growth initiatives with a data-driven approach