Informe de mercado dinámico para la región Andes (Colombia, Ecuador y Chile) para Liberty Seguros

Abstract

The purpose of this degree work is to present a report on the insurance market carried out during my internship in the area of ​​planning and financial analysis of the Andes region (Colombia, Ecuador and Chile) for Liberty Seguros. Currently, the area did not have a unified, dynamic and automated report to analyze the insurance market in the three countries; and that is where a possibility of improvement was seen, since this information is highly relevant for analyzes both within the area and the finance vice-presidency, as well as for other areas of the company that need to review and have such information at hand. It was important to consolidate this historical information from a specific year and period proposed by the manager of the vice presidency of finance, which arrived at the fact that historical data was going to be obtained from the year 2018 onwards with quarterly information, since the super intendencies of the three countries present the information in this way. Liberty Seguros has different business lines in which it specializes within the market, but being a region in which different countries are involved, it seeks different objectives in each of these and thereby establish different business lines in which it can offer its services. products and be competitive with respect to the different companies with which it deals. The objective of this dynamic report is to be able to see by country, by quarter, by year and by the different lines of business how Liberty is positioned with respect to the market and in what position it is in each of the periods, in order to review How has the company progressed over time? This report is made in Excel, because it is the most used tool in the vice presidency of finance and it is the one that the vice president decided to make this report, since another tool such as Power BI had been proposed but this was discarded and remained in mutual agreement to use Excel for this report.