Automate the flow of insurance policy data, annuity metrics, and retirement plan analytics from Corebridge into Power BI dashboards. Stop manually exporting CSVs, reshaping data, and rebuilding reports every time your portfolio changes.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push updated policy counts, premium volumes, and product mix data from Corebridge into Power BI semantic models. Keep executive dashboards current without scheduled exports or IT requests.
Stream contribution amounts, distribution events, and plan participant counts into Power BI tables. Enable retirement services teams to monitor plan health and compliance metrics without manual data pulls.
Pull annuity contract data from Corebridge, enrich with market benchmarks and rider details, then load into Power BI for product performance analysis. Replace weekly spreadsheet updates with automated pipelines.
Monitor Power BI reports for unusual policy lapse rates, missing premium data, or out-of-range values. Trigger notifications in Corebridge workflows or external systems when thresholds are breached.
Combine Corebridge policy and annuity records with demographic, market, or claims data from other systems. Build comprehensive Power BI models without manual SQL joins or data warehouse projects.
Capture point-in-time policy portfolio states from Corebridge and store in Power BI-connected datasets. Enable year-over-year comparisons and audit trails without maintaining separate data warehouses.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Power BI with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Corebridge's insurance and retirement data structures and Power BI's semantic modeling requirements, so you can automate without writing custom ETL scripts.
Redbird maps Corebridge policy records, annuity contracts, and plan participant data to Power BI tables, relationships, and measures automatically. The platform recognizes policy status codes, contribution frequencies, premium schedules, and product hierarchies, then transforms them into analytics-ready formats. When Corebridge schemas evolve or new product lines launch, Redbird adapts your data pipelines without manual reconfiguration. You get clean, relational datasets optimized for Power BI modeling and DAX calculations.
faster than building custom SSIS packages or Power Query scripts for each Corebridge dataset
Redbird can pull from Corebridge and Power BI simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or Power BI.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into Power BI, or from Power BI back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from policy updates in Corebridge or report interactions in Power BI, then take action across your entire financial services stack.
Trigger when a new insurance policy is written or an existing policy status changes in Corebridge.
Fire when a new contribution or distribution is logged for any retirement plan participant.
Activate when an annuity hits a surrender period end, anniversary date, or rider activation threshold.
Pull all active policies for a given product category, region, or underwriting year from Corebridge.
Fetch detailed policyholder demographics, contact information, and beneficiary records for analysis.
Write back custom analytics tags, risk scores, or lifecycle stage indicators to Corebridge records.
Trigger when a Power BI dataset finishes refreshing, confirming new Corebridge data is available.
Fire when a KPI in a Power BI report crosses a defined limit, like policy lapse rates or premium shortfalls.
Activate when a compliance or executive report is viewed or downloaded from Power BI.
Write new or updated policy, annuity, or plan data into an existing Power BI streaming or import dataset.
Initiate a Power BI semantic model refresh immediately after Corebridge data changes.
Manage report access and sharing settings based on user roles or policy data sensitivity levels.
See how Redbird AI syncs Corebridge policy data with Power BI dashboards in minutes, not weeks. Start automating your insurance and retirement analytics today.