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Quaeris

Governed analytics your enterprise can trust.

Quaeris is agentic AI for analytics - a secure, governed platform where business users ask questions and AI agents return accurate, source-cited answers grounded in your semantic layer.

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Quaeris
  • Docs
  • Pricing
  • About
Try for FreeBook a Demo
  • Core Capabilities
    • Agentic Query Engine
    • Semantic Layer
    • Governance & Lineage
    • Embedded Analytics
    Security & Control
    • Role-Based Access
    • Warehouse-Native
    • Audit Logs
  • By Team
    • Data Teams
    • Analysts
    • Executives
    By Use Case
    • Revenue & Operations
    • Product Analytics
    • Finance & Planning
    By Industry
    • Internal & External Audit
    • Insurance
    • Private Capital
    • Retail & CPG
    • Electric Cooperatives
    • Construction
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Try for FreeBook a Demo
Case study

Insurance

  • Industry: Insurance Function: Sales Analytics
01challenge

The Challenge

The sales organization relied on PowerBI dashboards to track performance and pipeline health. But adoption was low.

Despite multiple training sessions, sellers rarely used the dashboards. The reason was simple.

The dashboards were complex. They were hard to navigate. Answers took too long to find.

As a result, data trust eroded. Insights went unused. Decisions fell back to instinct and spreadsheets.

02solution

The Approach

We started by exposing the existing PowerBI data model. Nothing was replaced. Nothing was rebuilt.

On top of that model, we created a simple and intuitive interface. Sales users could interact with data in a natural way.

They could:

  • Filter without confusion
  • Sort results instantly
  • Visualize answers without training

The experience matched how sales teams actually work.

03results

The Outcome

User interaction with data increased by 400 percent.

Sales teams began using data daily. Not because they were told to. Because it was finally easy.

Trust in the system returned. Questions turned into answers. Answers turned into action.

04results

The Impact

The sales organization gained clear visibility into performance. Leaders made faster decisions. Teams aligned around the same numbers.

PowerBI became useful again. Not as a dashboard destination. But as a trusted foundation for confident decisions.

See how Quaeris unified metrics and cut time-to-insight.

Talk to a Quaeris solutions engineer. We'll walk through your warehouse setup, your governance requirements, and show you a live governed answer - against your own data schema if possible.

Book a DemoTry for Free
Quaeris

Governed analytics your enterprise can trust.

Quaeris is agentic AI for analytics - a secure, governed platform where business users ask questions and AI agents return accurate, source-cited answers grounded in your semantic layer.

Company

  • About
  • How it works
  • Careers
  • Press

Platform

  • Agentic Engine
  • Semantic Layer
  • Governance
  • Security

Resources

  • Case studies
  • Compare QuaerisAI
  • Blog
  • Documentation
  • Webinars

Contact

  • Book a Demo
  • seek@quaeris.ai
  • LinkedIn
  • Twitter/X
© 2026 Quaeris. All rights reserved.PrivacyTerms