Placement como Generador de Valor a través de Data y Analytics

Abstract

The purpose of this paper is to present an improvement plan focused on optimizing the efficiency of Marsh McLennan's Placement practice by strengthening access, organization, and analysis of updated information on the insurance market, companies, and internal processes. This seeks to improve decision-making and provide greater value to both clients and sales teams. During the internship in the Placement practice, both strengths and challenges related to information management and decision-making support were identified. The proposal was based on the analysis of internal and external data using tools such as SKALO, portfolio solution (PS) account analysis, and quarterly survey evaluation. The methodology applied combined document review, exploratory data analysis, and direct process observation. This work revealed opportunities to improve access to and systematization of information, as well as alternatives to increase efficiency and support for sales management. Among the conclusions, the need to strengthen data collection, analysis, and strategic use in the Placement area stands out, which will facilitate faster and more informed decision-making. Overall, the project contributed to the design of practical solutions aimed at improving performance and generating additional value within the organization.