The challenge
Policies written across APAC, LATAM, and North America each came with their own paper company, currency, and regulatory requirements. Booking them into the policy administration system and reporting on them was slow, manual, and hard to reconcile across regions.
What I did
- Owned the full product lifecycle of a global booking and reporting platform, integrating Salesforce CRM with the policy administration systems to automate policy import across all three regions.
- Designed statement-of-values (SOV) location data ingestion, with address validation and geocoding, feeding catastrophe modelling in Moody's Underwrite IQ (PML/EML curves, AAL, and aggregate exposure).
- Delivered end-to-end reinsurance cession workflows: Treaty (Quota Share, Surplus, per-risk and per-occurrence XoL with reinstatement premium) and Facultative, including sliding scale and profit commission and automated bordereau generation.
- Implemented coinsurance participation tracking with automated premium apportionment across co-insurer panels.
The result
Policy booking processing time fell by 90%, saving about $500K a year, with exposure and cession data flowing straight to the underwriting and actuarial teams.