Analytics & Reporting Assistant for Insurance

Analytics & Reporting Assistant for Insurance

A Deloitte-Built Multi-Agent AI Solution for Data-Driven Insurance Operations

The Analytics & Reporting Assistant for Insurance is an advanced, Deloitte-built solution designed to transform how insurance organizations manage, analyze, and report on their data. By leveraging a sophisticated multi-agent AI framework, this tool empowers insurance professionals to access actionable insights, automate reporting, and improve data quality without requiring deep technical expertise.

Solution Overview

This assistant brings together a suite of specialized AI agents, each focused on a critical aspect of insurance data management. The Supervisor Agent orchestrates the workflow, routing user queries to the appropriate agents:

Insurance Agent for policy, commission, and agent data analysis

Data Health Agent for data quality checks and profiling

Recommendation Agent for best practice suggestions and query recommendations

Reporting Agent for formatting and visualizing outputs

Research Agent for knowledge-based queries and web search

RAG Agent for retrieving and supplementing document-based information

The solution connects to relational databases and document repositories, enabling users to ask business questions about sales, commissions, policies, and more. It delivers clear, actionable responses, visualizations, and reports streamlining analytics and reporting across the insurance value chain.

Key Features

Multi-Agent AI Framework: Specialized agents collaborate to handle data analysis, quality checks, recommendations, reporting, and research, facilitating comprehensive and accurate results.

Automated Data Quality & Profiling: The Data Health Agent continuously monitors and profiles data, identifying inconsistencies, missing values, and potential quality issues.

Self-Service Analytics: Business users can ask natural language questions and receive immediate, data-driven answers lowering technical barriers and democratizing access to analytics.

Actionable Recommendations: The Recommendation Agent provides best practice guidance, query suggestions, and interpretation of results, helping users make informed decisions.

Deliverable-Ready Reporting: The Reporting Agent formats outputs into professional reports and visualizations, including PDF generation for easy sharing and presentation.

Integrated Research & Document Retrieval: The Research and RAG Agents supplement analytics with external knowledge and document-based information, providing a holistic view for users.

Effective Integration: Connects directly to relational databases, document repositories, and web sources, providing up-to-date and comprehensive data coverage.

Inputs

Business user questions related to insurance data (e.g., sales, commissions, policies, agents)

Underlying databases, document repositories, and web sources

Outputs

Data-driven analysis and answers to user queries

Reports, graphs, and output files (e.g., PDFs)

Recommendations on data management, business questions, and output interpretation

Potential Benefits

Accelerated Decision-Making: Enables faster, more informed decisions by delivering real-time insights and reports.

Improved Data Quality: Proactively identifies and addresses data issues, ensuring reliable analytics.

Operational Efficiency: Automates manual reporting and analysis tasks, freeing up valuable staff time.

Enhanced Accessibility: Makes advanced analytics available to non-technical users, supporting a culture of data-driven decision-making.

Scalable & Flexible: Adapts to various insurance business needs, from executive dashboards to operational reporting.

Typical Users

Insurance Executives and Managers

HR and Finance Analysts

Operations Analysts

Insurance Agents and Brokers

Use Cases

Policy and Commission Analysis: Quickly analyze policy performance, commission structures, and agent productivity.

Data Quality Monitoring: Continuously profile and monitor data health to maintain high-quality datasets.

Regulatory and Compliance Reporting: Automate the creation of reports required for compliance and regulatory submissions.

Sales and Performance Dashboards: Generate real-time dashboards for sales, renewals, and agent performance.

Ad Hoc Business Queries: Empower users to ask custom questions and receive immediate, actionable insights.

This professional service utilizes Amazon Bedrock, Bedrock Agents, Strands Agents, Lambda and OpenSearch.