GenAI Retirement Sales Demo
Generates AI-driven win strategies using market intelligence and historical deal patterns. Led prototyping, demo scripting, and stakeholder alignment for retirement product sales enablement.
A selection of key projects delivered at EXL Service, showcasing impact across GenAI, automation, BI, and strategic enablement.
Generates AI-driven win strategies using market intelligence and historical deal patterns. Led prototyping, demo scripting, and stakeholder alignment for retirement product sales enablement.
End-to-end automation for intake, triage, and audit with human-in-the-loop review. Reduced manual reviews and accelerated exception handling for life & annuity claims processing.
Excel-driven mapping + Copilot automation to draft structured complaint response letters for reinsurance clients. Streamlined content generation and reduced response turnaround time.
Interactive Power BI dashboards and KPI frameworks with auto-refresh functionality. Reduced data latency from weekly reporting to under one hour for executive decision-making.
Built automated workflows with Power Automate to extract contact center KPIs from Outlook and visualize them in Power BI. Implemented version tracking and compliance workflows.
Created 20+ client proposals and RFP decks contributing $2.35M+ in revenue. Led proposal for a major insurer's front-end claim UI impacting 39M+ customer experiences.
Led business impact assessments and BCM refresh for a reinsurer, reducing execution time by 50% through lean methodologies. Created process maps and customer journey flows.
Analyzed key offshore operations data for a L&A client to reduce AHT by 25%, lower CPC by 15%, and improve NPS ratings through data-driven insights.