NSBA Leadership Council and Small Business Technology Council

Charlee™ is the insurance industry's first insights engine that delivers patterns, insights and analytics from unstructured data within minutes. Charlee™ Insights are of 2 types: Individual Claim Insights: Red flags / Alerts, litigation prediction and recommendations. These insights can be integrated with any claims management system to manage and automate claims workflow. Comes pre-integrated with Majesco Claims Suite. Insights, predictive Analytics Dashboard: aggregate claims analytics dashboard can be discovered through a simple semantic search.Charlee™ Insights is available via API or Web application. APIs are available through AWS, Majesco and Intellagents Insurance Marketplace. Use cases: Claims automation - workflow management, predictive analytics dashboard, straight through processing, Claims Risk Score for UW renewals and new business - profitably manage portfoliosTechnologies: OCR, NLP, ML/AI, Deep Learning, link analysis, custom built ontologies, NLP models and domain interpretation librariesInsights Engine consumes all varieties and sources of data to provide insights and predictions. Differentiator: 3000+ pre-built and pre-trained over 35M claims for 5 lines of P&C - Commercial and Personal auto, Commercial and personal property (Incld CAT) and GL

Peer to Peer Insurtech Community - mentorships, resources and networking for Insurtech community.

Developed an engine called smartC that could extract and analyze all sources of data - structured, documents, files, 3rd party and social for Insurance. smartC had unified claims data model to help accelerate analytics projects.

A global software company that specializes in RPM (Progress Control Tower with Analytics, BPM, BEP and BTM), RBI (DataXtend, BTM and Sonic ESB) and Open Edge database platform for application development. Industry Solutions Architect, InsuranceSolutions Life-Cycle: Define, manage and lead implementation of functional and non-functional requirements for new industry solutions / existing solution enhancements. Assess gap from solutions to existing product portfolio from Insurance industry perspectiveDevelop MRD's and PRD's for industry solutions.Define industry specific product enhancements, technical solution design for solution acceleratorsWork with engineering team on management & delivery of solutions/POC's/Pre sales demos.Drive go-to-market strategy for solutions, including revenue KPI'sServe as SME and SPOC for solution positioning, differentiation etc in the field.Work with field enablement team on development of strategies/solutions kits for enabling sales and pre-sales staff for selling solutions/products into Insurance. Enable field with technical / solution training as required for winning dealsWork with SI / ISV partners on indirect application partner opportunities around specific industry solutionsParticipate in insurance working groups as insurance industry advocate for understanding any standards that could impact progress product / solutions. Work with IVP and/or Sales/PreSales team on webinars, marketing collateral and customer demo/presentations when sales opportunities arise. Work with core product engineering and pre sales team to design and develop effective concept demos and POC's.Work with sales/account executives during the discovery phase in the sales cycle with the Insurance Industry IVP.

Data Migration, Report Decomposition, KPI Design and reporting, Claim Conversion Design, Architecture & ETL, SAP FIGL and SAP CD reports implementation backend and front end (BO) in SAP BIOffering insurance for workers compensation, automobile, earthquake, and surety bonds through independent Agents/Brokers; Lead FI, CD, CM, BP, and ICM data marts design and development in SAP BW (3.5 and 7.0). Architected the Conversion strategy for converting 10 years of historical claims into SAP BI/CM after doing complete data analysis. Worked with project charter leads/enterprise architects to drive senior management's acceptance of the proposal. This proposal saved ICW approximately $0.5 mil, reduced the project risk, pulled in the project schedule by 3-4 months. This was a big win for ICW on this project. Completed data mapping, translations and converted 10 years legacy claims into SAP BI using flat files. Completed BI data model development/updates needed for conversion. Architected FI GL and CO data models design (including enhancements for open/close periods and project cost center allocations/settlement rules), reports design and Webi Universe design Responsible for gathering requirements for all financial reporting Lead the development team of 3 for developing the data model, including enhancements and reports development using Bex and BO (Webi)Decomposed & Designed of 150+ legacy reports and report specifications, and designed new Accounting BI reports. Gathered requirements and Architected and designed efficient data model in SAP BI for FI, CD, and Claims data marts.Gathered requirements and Architected and designed Business Partner and PD Org (marketing territory information) data models within BIDesigned and developed dashboards KPIS for billing, commissions and claims using xcelsius and live office connected to SQL datamarts.Claims Legacy Conversion, Architecture, ETL and reporting

Senior Business Analyst at Otay Water District, Verizon, Capital Group, Washington Mutual

Implementing efficient cash handling, GL balancing,Branch Campaigns management using Siebel CRM, assisting with technical level 1 support issues

Sales & Marketing, IT services