从基线到持续改进：收入成功案例.pdf

1、1Baseline to Continuous Improvement:A Revenue Success Story2Expectations for the Session Frame a process optimization initiative Define key success criteria with an understanding of how operational measures support Identify possible use cases for LLMs and RPA3“Trend is not our Friend”2018-2021 Trend

2、 Analysis2018201920202021Total Quotes49,000 35,000 33,000 33,000 Total Issues10,500 7,500 7,100 7,400 Total Conversion21.4%21.4%21.5%22.4%How do we“break out”?TRANSFORMATIONTRANSFORMATION4Framing the Journey5Framing the JourneyPolicy Admin SystemAFI Hotline CallAffinity PartnerWeb QuoteCHIPSearch/Up

3、date/CreateMember IDMicrofocusEnter DataTo Produce QuoteGWINEnter DataTo Produce QuoteQuickQuoteEPICCreate APOLPL RaterEnter DataTo Produce QuoteQuoteComparisonOther CarrierEnter DataTo Produce QuoteOtherCarriersMSB(RebuildCalculator)Provide All QuotesQuoteComparisonYesNoProcess Baselines23 Moly Avg

4、JanFebHO Qs1,122 12661139HO Issues233 240266AFIE HO Issues182 189207AFIE issue%52.8%56.9%53.5%HO Web Issues118113139HO Affinity Issues878HO Relation Issues100118118HO Other Issues721Avg HO Est Prem1,820.76$1,742.56$1,864.91$Avg AFIE HO EP1,847.50$1,640.03$1,807.12$Operational MetricsClosed LoopQuote

5、 Hub6Keep your Eyes Open2018-2021 Trend Analysis2018201920202021Web Quotes23,500 18,000 17,000 19,000 Affinity Quotes15,000 6,000 3,000 3,000 Relation Quotess9,500 10,000 11,000 10,000 Other Quotes1,000 10,000 2,000 1,000 Total Quotes49,000 35,000 33,000 33,000 Web Issues2,200 1,700 1,800 2,200 Affi

6、nity Issues3,800 1,300 700 700 Relation Issues4,300 4,400 4,300 4,300 Other Issues200 100 300 200 Total Issues10,500 7,500 7,100 7,400 Web Conversion9.4%9.4%10.6%11.6%Affinity Conversion25.3%21.7%23.3%23.3%Relation Conversion45.3%44.0%39.1%43.0%Other Conversion20.0%1.0%15.0%20.0%