Automate the flow of policy data, annuity metrics, and retirement plan analytics from Corebridge into Tableau dashboards. Stop manually exporting CSVs, reconciling policyholder records, and rebuilding reports when your data updates.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push updated policy metrics, premium collections, and lapse rates from Corebridge to Tableau dashboards as data changes. Finance and executive teams see current portfolio performance without waiting for monthly extracts or manual refreshes.
Flow participant contribution data, distribution events, and plan balance changes from Corebridge into Tableau datasets. Retirement plan administrators and advisors get interactive analytics on enrollment trends, withdrawal patterns, and portfolio allocation without manual data pulls.
Extract annuity contract details, crediting rates, and surrender activity from Corebridge and load into Tableau for regulatory reporting and sales performance analysis. Compliance teams track required metrics while sales leaders monitor product adoption across territories.
Sync policyholder demographics, coverage amounts, and policy status from Corebridge to power Tableau segmentation and cohort analysis. Marketing and product teams identify cross-sell opportunities and retention risks using current data instead of stale snapshots.
Monitor risk concentration, loss ratios, or policy lapse trends in Tableau dashboards and trigger actions back in Corebridge. When a dashboard alert fires, automatically flag accounts for review, create workflow tasks, or update risk classifications in the policy system.
Capture point-in-time policy portfolio data from Corebridge and append to Tableau historical datasets. Compliance and actuarial teams analyze multi-year trends in pricing, claims, and product mix without maintaining separate data warehouses or manual archival processes.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Tableau 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 the structure of Corebridge policy and annuity data and how it maps to Tableau's data source schemas and calculation fields.
Redbird automatically maps Corebridge policy attributes, premium schedules, and participant records to Tableau data sources and dimensions. The AI recognizes insurance-specific data types like policy effective dates, annuitization events, and contribution limits, then structures them for time-series analysis, cohort comparisons, and regulatory rollups. When policy schemas change or new product lines launch, Redbird adapts your Tableau extracts and published data sources without manual field mapping or extract definition updates.
faster than building custom ETL scripts and Tableau extract schedules for policy data
Redbird can pull from Corebridge and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 dashboard threshold alerts in Tableau.
Fires when a new insurance policy is created or existing policy details are modified in Corebridge.
Triggers when an annuity moves between accumulation, annuitization, or surrender status.
Fires when participant contributions or employer matches are posted to retirement accounts.
Pull current policy data, coverage amounts, and premium status for specified product lines or territories.
Retrieve withdrawal and distribution events for retirement plan participants over a specified period.
Change the risk rating or underwriting flag on policies based on analysis results or threshold alerts.
Fires when a key metric in a published Tableau dashboard crosses a defined threshold value.
Triggers when a Tableau extract or live connection finishes refreshing with updated data.
Fires when a dashboard or workbook is published to Tableau Server or Tableau Online.
Force an immediate refresh of a specified Tableau data source or extract with current policy data.
Modify calculation logic in Tableau data sources to reflect new business rules or product definitions.
Capture the current filtered state of a Tableau dashboard and save as a structured dataset for archival or further analysis.
Automate policy data flows between Corebridge and Tableau so your financial services and analytics teams work from a single source of truth without manual exports.