This initiative combines a data-driven 360 degree customer view, with predictive analytics, and an AI/ML engine to enable the insurer's financial planners to present customers with a report based on the customer’s current product portfolio and on the portfolio of a data-based "someone like you"

The initiative combines:

• A well-defined business purpose.
• Extensive use of over 1,000 customer attributes.
• Use of advanced artificial intelligence/machine learning capabilities to create a succinct production gap analysis report for uniquely identified customers across products and lines of business.
• Solid adoption and new business revenue metrics.