Kaustubh Jain

Kaustubh Jain

Projects & Case Studies

Projects & Impact

A selection of key projects delivered at EXL Service, showcasing impact across GenAI, automation, BI, and strategic enablement.

GenAI

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.

Prompt Engineering LLM Sales Strategy
Automation

L&A Claims Automation

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.

Power Automate Process Design BPMN
Copilot

Complaint Response Automation

Excel-driven mapping + Copilot automation to draft structured complaint response letters for reinsurance clients. Streamlined content generation and reduced response turnaround time.

Microsoft Copilot Excel GenAI
BI

C-Suite Business Intelligence Solution

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.

Power BI Power Query KPI Design
Workflow

Contact Center KPI Automation

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.

Power Automate Power BI Outlook
Strategy

RFP Strategic Enablement

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.

RFP Writing CBA GTM Strategy
BCM

TPA & Business Continuity

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.

Lean Six Sigma Process Mapping BCM
Analytics

Offshore Operations Optimization

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.

Data Analysis Excel Modelling NPS