Case Study · Data Management & Governance

An Enterprise Data Foundation for Profitable Growth.

Safety Insurance was pursuing growth - expanding its product portfolio while improving customer retention and acquisition. AIA helped the regional carrier establish the data management, governance, and data quality foundation needed to support it.

Result: a phased implementation roadmap that became the blueprint for the company's enterprise data management program - including enterprise data quality initiatives driven by the assessment.
01 - Client Situation

Growth ambitions the data couldn't yet support.

Achieving the company's growth objectives required a deeper understanding of existing policyholders and the ability to identify the characteristics of profitable customer segments. The organization recognized that its existing information environment was not positioned to support these goals - and engaged AIA for an independent assessment of its enterprise data management capabilities and a roadmap for modernization.

Enterprise data management assessment Data governance Data quality & profiling Customer information Modernization roadmap
01

Dispersed Customer Information

Customer information was spread across multiple systems, preventing a complete view of the policyholder.

02

Uncoordinated Practices

Data management practices lacked enterprise coordination.

03

Data Quality Gaps

Data quality issues limited confidence in reporting and analytics.

04

Missing Governance

The governance framework, processes, organizational structure, and enabling technologies needed to manage information as a strategic asset were lacking.

02 - AIA's Approach

An independent, enterprise-wide assessment.

Agile Insurance Analytics conducted a comprehensive assessment of the organization's enterprise data management environment - evaluating its data governance, data quality, organizational capabilities, business processes, and supporting technologies.

What we evaluated

  • Enterprise data management maturity and governance capabilities
  • Customer information management and enterprise data architecture
  • Organizational, process, technology, and data quality gaps

How the work unfolded

  • Coordinated and oversaw an enterprise data profiling initiative performed with a specialized data quality solutions provider
  • Developed a phased implementation roadmap defining the governance framework, technology investments, organizational changes, and operational processes required for a modern enterprise data management capability
03 - Business Impact

Information as a strategic business asset.

The engagement provided executive leadership with a practical strategy for transforming enterprise information into a strategic business asset.

/ 01

A Trusted Customer View

Established the foundation for a trusted, enterprise-wide view of the customer - enabling improved retention, targeted marketing, and profitable growth initiatives.

/ 02

Ready for Expansion

Defined the governance framework, organizational structure, and data management capabilities needed to support future business expansion and new insurance products.

/ 03

A Roadmap That Became the Blueprint

The phased roadmap became the blueprint for the company's enterprise data management program, including data quality improvement initiatives driven by the profiling effort.

04 - Outcome

From fragmented practices to a structured program

AIA helped Safety Insurance move from fragmented data practices toward a structured enterprise data management program designed to support customer insight, improved data quality, and profitable business growth.

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Data Management & Governance

Ready to make enterprise information a strategic asset?

AIA helps insurers assess data management capabilities, strengthen governance and data quality, and build roadmaps that support customer insight and profitable growth.