Data Maturity Tool

Introducing the Data Maturity Assessment

Are you held back by legacy systems and manual, disparate processes?

Our experts in Data Analytics have developed a tool to help you discover where your organisation sits on the data maturity curve. Using a few simple questions, the tool will assess your position across key areas including:

Data management
Data sources
Portfolio & regulatory reporting
Finance & actuarial processes
Analytics

The assessment tool will determine your current position. We'll then highlight what's next on your unique digital journey and be in touch with more detailed insights based on your results.

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Name *

Company *

Job Title

Location

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I am

A Broker

A Carrier

An MGA

Do you use existing Sequel products?

Yes

No

Do you have multiple sources of data that need to be analysed?

Yes

No

Do you feed source system data into downstream data marts, data lake or a data warehouse?

Yes - Self-managed

Yes - Managed by a third party

No

Where is your downstream data mart, data lake or a data warehouse hosted?

On premise

Data Maturity Assessment Tool

Introducing the Data Maturity Assessment

Thank you

I am

A Broker

A Carrier

An MGA

Do you use existing Sequel products?

Yes

No

Do you have multiple sources of data that need to be analysed?

Yes

No

Do you feed source system data into downstream data marts, data lake or a data warehouse?

Yes - Self-managed

Yes - Managed by a third party

No

Where is your downstream data mart, data lake or a data warehouse hosted?

On premise

In the cloud (Self-managed)

In the cloud (Managed by a third party)

N/A

What is the refresh frequency of the downstream data solution?

Overnight

Multiple times per day

Near real-time

Other

Can you view portfolio level information across your systems?

Yes

No

Where are your operational and regulatory reports produced?

Automated from a source system

Automated from a data mart, data lake or data warehouse

Manually collated

N/A

What financial planning tools do you use?

Anaplan

Prestwood Truth

MoneyGuidePro

Inhouse (Excel/Access Db)

Other or N/A

Which actuarial reserving tool do you use?

RESQ

Arius Enterprise

Anaplan

Exemplar

Microsoft Excel/Access

Other or N/A

How many policies do you write per year?

<10,000

10,000 to 25,000

25,000 to 50,000

>50,000

How many historic years of account do you have in your source system and/or downstream data solution?

0 - 3

3 - 10

10 - 20

20+

Do you have any predictive analytics or AI models?

Yes

No

Don't know