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EDUCATIONAL SERVICES BUSINESS INTELLIENCE / CUSTOMER RELATIONSHIP MANAGEMENT FOR INSURANCE WORKSHOP ABSTRACT
This seminar is intended to provide your technical staff with an
understanding of what Customer Relationship Management is, how to identify the right
CRM Metrics for your business, Business Intelligence concepts, development
tools and implementation methods. Also discussed are "Closed
Loop Systems" for maximum effectiveness in managing your customers. AUDIENCE
IT Professionals
involved in the analysis, design, development, implementation and
maintenance of the Data Warehouse - Project Managers, System and Business
Architects, Data Modelers, Data Base Administrators, Project Leaders,
Application Developers and Business Managers/Analysts.
Day 1 Workshop:
• LOB Performance
• Renewal Risk Characteristics • Policy Owner Profiling • Cross Selling Product Combination Experiences • Market Segmentation • Churn Analysis • Policy Status Analysis • Delinquency Analysis • Roll Rate Analysis • Propensity to Disenroll Analysis • Customer Retention • Agent Performance • Channel Performance • Subscriber Profile Performance • Contract Renewal Ratio LOB Performance • Forecasting • Channel Sales (Best / Worst) Analysis • Sales Territory Analysis CRM And Business Intelligence - Hands On Workshop
• Drill Down, Drill Up, Drill Across
• Ranking, Filtering, Sorting • Detect And Alert Business Exceptions • Charting • How To Work With E-Mail • Lotus123 And MS Excel Integration • Ad-Hoc Explorations Day 2 Workshop:Business Analytical Modeling
JAD Workshop
1 day JAD
• Define Customer Profiling • Define Customer Business Analytics (translated into measures, dimensions by business areas) • Define Customer Business Alert conditions • Review Customer Data Sources (General Ledger, Claims, Orders, Etc.) • Review Analytical Model • Review Application Prototype |
