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Data Strategy Accelerator Tool

Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.

Build a Data Strategy for Property & Casualty Insurance – Phases 1-4

Empowers P&C insurers to turn fragmented data into trusted, governed insight that strengthens underwriting, claims performance, and regulatory confidence.

Build a Data Strategy for Property & Casualty Insurance

P&C insurers face growing pressure to improve underwriting accuracy, reduce claims leakage, and meet regulatory expectations while operating with fragmented data. A...

Portfolio Manager: Extend to 48 Months (zip)

This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.

Portfolio Manager: Extend to 48 Months

This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month reporting horizon.

Portfolio Manager: Roll Over to New Year

This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.

Portfolio Manager: Add a Category

This 8-minute video walks through the process for adding a new category column in Portfolio Manager.

Portfolio Manager: Currency Change

This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.

Portfolio Manager: Exceptions

This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.

Portfolio Manager: Galleries

This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.

Data Strategy Accelerator Tool Helps P&C insurers rapidly assess data maturity, identify governance gaps, and prioritize actions needed to build a reliable, business-aligned data strategy.
Build a Data Strategy for Property & Casualty Insurance – Phases 1-4 Empowers P&C insurers to turn fragmented data into trusted, governed insight that strengthens underwriting, claims performance, and regulatory confidence.
Build a Data Strategy for Property & Casualty Insurance P&C insurers face growing pressure to improve underwriting accuracy, reduce claims leakage, and meet regulatory expectations while operating with fragmented data. A...
Portfolio Manager: Extend to 48 Months (zip) This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.
Portfolio Manager: Extend to 48 Months This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month reporting horizon.
Portfolio Manager: Roll Over to New Year This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.
Portfolio Manager: Add a Category This 8-minute video walks through the process for adding a new category column in Portfolio Manager.
Portfolio Manager: Currency Change This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.
Portfolio Manager: Exceptions This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.
Portfolio Manager: Galleries This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.

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