Beyond Insurance at American Family - #TC18 · Beyond Insurance at American Family Sarah Weber...

Beyond Insurance at American Family

Sarah Weber

Business Enablement Specialist

Information Data Management

American Family Insurance, Madison WI

# T C 1 8

@sarahecw

# T C 1 8

Sarah Weber

Business Enablement Specialist

Information Data Management

American Family Insurance, Madison WI@sarahecw

Agenda

Before we take off…

• Who we are

• Our Tableau Journey

On level ground

• Case Studies in Product Management, Claims, Sales, Finance, and Operations

Going Beyond

• Case Studies in Human Resources, Talent Development, Facilities Mgmt, Corporate Responsibility

Creating Your Launch Plan

About Us & Our Journey…

American Family Insurance

Our Tableau Journey / Landscape

https://youtu.be/lGDocRFyTdg

Tableau Growth & Landscape

Internal Server Environment – 2014

•Corporate Employee Access

•Exploration and data discovery

•8 core initial implementation –

2018 expansion to 24 core

•8000+ server users (3 times 2016 counts)

•2000+ workbooks in 145 server projects

(includes non-prod work)

Agency Environment – 2016

•11,000+ Agents, Agent Staff, and corporate users

•63 workbooks

•24 core server

Tableau Desktop Usage

Traditional / Insurance Based Use Cases

Product Management

• National Product Management

Underwriting

• Roof Age Analyzer

Sales

• Agency Dashboards

Finance

• Operating Reports

Operations

• Call Center Operations

Product ManagementNational Product Management Dashboard

Dashboard Credit: Dan Mazzocchi

Product Management KPIs• Premium• New Business• Existing Business• Retention

Comparisons to: • Prior Year• Targets

Views by:• Product• Geo State

UnderwritingRoof Age Analyzer

Dashboard Credit: Ryan Resetar, Emma Grant

Agency Reporting

Dashboard Credit: Sales Agency Strategy Team, Lead developers Susan Malack, Kim Thony

Finance: Quarterly Operating Report

Quarterly Financial KPI’s• Premium Written• Gain from Operations• Adjusted Underwriting Expenses• Loss Adjustment Expense

Comparisons to: • Prior reporting periods• Targets

Views by: • State• Product Line

Benefits realized: • Significant Decrease in Financial Analyst Development Time• Faster speed to market• Positive end user feedback on visuals and interactivity

Operations: Call Management

Dashboard Credit: Emma Grant

Beyond Insurance

Excerpt from Gartner’s “How to Use Data for Good to Impact Society”, June 29, 2018https://www.gartner.com/doc/3880666

Data can be used for the good of society, but private- and

public-sector firms, nonprofits and NGOs still lack analytics

resources and expertise.

Data and analytics leaders must cross traditional

boundaries to use data for good, to better compete for

limited talent, and to foster an ethical culture.

Going Beyond Insurance

Operations

• Automation Savings

Data Management

• Defect Management

• OneStopShop

Human Resources & Talent Management

• Leadership Assessment

• Training Analysis

Corporate Responsibility

• Community Investments

• Energy Usage

Dashboard Credit: Dan Mazzocchi

Operations: Robotic Process Automation

Data Management: Data Defect Management

Dashboard Credit: Dan Mazzocchi, Charlie Jamieson

Personal Lines - One Stop Shop

Dashboard Credit: Phil Thompson, Ryan Resetar, Paul Reeter, Carey Walker

Human ResourcesLeadership Assessment Dashboards

Dashboard Credit: Laura Wagner

Employees fill out survey data on management. Leaders are then presented with customized and secured views of their

downline, assisting them in finding development and growth opportunities.

Talent Management Course Completions & Trainer Assignments

Dashboard Credit: Gwen Dunnington

Corporate Responsibility - Community

Dashboard Credit: Gwen Dunnington, Sarah Weber

Also on the horizon…Dreams Foundation Efforts!• Matching Gifts Program

• Grant Administration & Utilization

United Way Giving

Corporate Responsibility – EnvironmentEnergy Usage

Dashboard Credit: Sean Hyland, Peter Yang

Also on the horizon• Overall Corporate Responsibility• Sustainability and waste management analysis

Internal Audit Example

• Leverage current dashboards from the business

• Uncover risks/outliers• Enhance audit report readability• SME Hackathons

Creating your Launch Plan…

Join us in the beyond…

• Find engaged users in your teams (or outside your team!) that are

passionate about your goals.

• Allow data and analytics users from your business lines time to

“freelance” with other teams.

• Leverage external resources for inspiration and knowledge

• Attend events like this conference

• Host your own Viz Comp or Hackathon

• #VizforSocialGood, Makeover Monday, and more

Thank You!

Please complete the

session survey from the Session

Details screen

in your TC18 app

@sarahecw