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Data Strategy Assessment

A national P&C insurer needed clarity on why its three-year-old enterprise Data & Analytics (D&A) organization was struggling to meet expectations. Business leaders across underwriting, claims, actuarial, and national accounts felt the team lacked strategic direction, consistent delivery, and transparency. PremiumIQ was brought in to assess both the organization and its analytics strategy, evaluate portfolio performance, and chart a path toward stronger execution and scalable value.

The result was a fact-driven view of organizational health, capability gaps, and a strategic roadmap designed to elevate performance, governance, and alignment.


The Challenges: Fragmented Delivery and No Unified Strategy


Stakeholders viewed the D&A organization as talented but unfocused. Core issues included:


  • Projects initiated without a cohesive enterprise strategy or strategic prioritization

  • Limited ability to scale solutions into full production

  • Overloaded teams with no clear portfolio governance

  • Competing projects with conflicting approaches, e.g., build vs buy

  • Disconnected solutions developed outside business workflows

  • A lack of visibility into how decisions were made or what was strategically most important


While the perception was “underperformance,” the deeper truth was strategic misalignment and structural gaps that made predictable delivery almost impossible.


The Solution: A Two-Track Strategy and Organization Assessment


PremiumIQ conducted a structured assessment focused on both strategic alignment and operational effectiveness.


Strategy-Focused Stakeholder Interviews

Leaders from underwriting, claims, actuarial, national accounts, and peer IT teams provided insight into expectations, pain points, and future needs. These conversations highlighted the absence of a unifying analytics strategy, inconsistent communication, and uncertainty about how analytics supported enterprise goals.


Strategic Portfolio Analysis of 110 Projects

A deep review of active and planned projects revealed patterns in where strategy broke down:


  • Projects weren’t linked to enterprise strategic priorities

  • “Limited production” deployments were being counted as strategic wins

  • Benefits weren’t tracked, meaning strategy execution couldn’t be measured

  • High-value advanced analytics initiatives existed but lacked the strategic scaffolding to scale


This analysis separated actual performance issues from strategic blind spots and clarified how the organization needed to evolve.


The Impact: A Clear Strategy and Path to Scalable Value


PremiumIQ delivered a unified strategy and organizational recommendations to reset expectations, rebuild trust, and advance enterprise analytics maturity.


Key outcomes included:


  • A clarified D&A strategy tied to business priorities

  • A revised operating model designed for predictable, scalable delivery

  • A more disciplined definition of “full production” and how to enforce it

  • Stronger governance for prioritization, ROI tracking, and portfolio management

  • Identification of existing strengths, including talent depth and advanced analytics capabilities

  • A leadership roadmap aligned to the strategic vision


With a validated strategy and clear organizational recommendations, the insurer finally had the foundation needed to scale analytics value across the enterprise.


Why It Matters


Enterprise analytics succeeds when delivery, governance, and strategy move together. By grounding its analytics organization in a clear strategic direction and a modernized operating model, the insurer is now positioned to:


  • Improve decision-making

  • Strengthen trust in analytics

  • Deploy solutions that actually reach production and produce measurable value


The assessment created a practical blueprint for turning analytics investments into business outcomes.


“Our goal was to separate noise from reality and build a strategy that matched the organization’s ambition. Once we identified where delivery and strategy were misaligned, the path forward was clear. This assessment gave the client a strategic lens and an operational plan to scale analytics confidently.”
– PremiumIQ Engagement Lead
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