Another example, she said, comes when agency owners use embedded analytics to identify cross-selling opportunities. “When a customer has two kinds of policies with us, the agency owner can talk to them about also signing up for a third policy, or other value-added offering,” Malack said.
Also, with modernization comes the opportunity for professional development from interacting with data dashboards and visualizations, often for the first time. “For people who are just learning about data, this can be very new territory,” said Derek Alsup, Business Analytics Analyst IV at AmFam. “That can further enhance the owner's mindset. I won't even say it's the future anymore—this is the reality that we live in now.”
That learning curve will continue to apply in future scenarios, Alsup emphasized, as AI and other developments can broaden users’ workflow even further. “Right now, we give them the information to help them make timely and relevant decisions,” he said. “In the future, we really want the data to help guide that decision making, to say: This is what we think you should do based on these conditions and what we're seeing right now with your customers.”