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AI and compliance analytics: driving value for insurance carriers

Four key takeaways can help bring an artificial intelligence (AI)-led, analytics-driven approach to insurance compliance risk management.


In brief
  • An EY survey found that insurers on average are still in the early stages of compliance analytics maturity.
  • Challenges include data accessibility, strategic vision, data-fluent compliance talent, buy-in and investment from senior leadership.
  • Compliance leaders are exploring ways to embed analytics or use emerging capabilities, such as AI and generative AI (GenAI), in their compliance activities.

Traditionally, regulatory compliance has been a human-centric endeavor, relying on individuals deeply versed in the intricacies of securities and insurance regulations. However, with the increasing complexity of financial solutions and products, technological advances and the expanding market, the approach to compliance risk management has started to evolve through the power of artificial intelligence (AI) and data-driven analytics.

The appeal of leveraging AI and an analytics-driven approach is clear. Insurers are facing internal pressures to maximize efficiency and increase the coverage of risk across the enterprise. Externally, regulators are paying close attention to how firms are leveraging AI and analytics. At the same time, regulators are increasingly using these tools to conduct regulatory oversight.

Leveraging data analytics reduces the manual effort involved while proactively identifying areas of risk. Yet many companies have been reluctant to invest in data and analytics to enable their compliance functions, which are viewed as a nonrevenue-generating function. An EY survey suggests that firms take a closer look, as companies that embrace a comprehensive, AI-led data analytics compliance program can generate substantial value across business activities and risk management.

The survey evaluated compliance analytics maturity among insurance carriers in the following categories:

  • Comprehensive strategy and vision, as well as the ability to execute in terms of methodology
  • Skilled talent
  • Accessibility and quality of data
  • Use of technology

Firms then received a rating in the data analytics maturity framework, ranging from Stage 1, which is a reactive approach, to Stage 4, which is an AI-led, real-time, 360-degree view across compliance, operations, technology and other functional areas. The average analytics program maturity score in the survey neared Stage 2 with a point-in-time approach.

Data and analytics transformation journey


The EY survey offers four key takeaways:

 

1. Support from leadership matters. The organizations that scored the highest had buy-in from senior compliance leaders. Leadership support aligned with having a comprehensive vision and strategy and a level of investment that allowed for high-quality data and skilled team members. These served as key accelerators and outweighed other considerations, such as team size and technology stack, in driving success.

 

2. Analytics programs are evolving toward risk-based, data-driven compliance enablement. Organizations in the early stages of maturity are focused on automating repeatable functions to reduce manual efforts. More advanced programs employ regular monitoring dashboards and data-based risk assessments across a range of areas, including complaints, financial crimes, testing and monitoring, agent risk ranking, licensing and registration. As analytics programs mature, companies are developing more sophisticated use cases, such as leveraging AI and machine learning tools to assess agent behavior. There is also an increasing interest in incorporating analytics into nonfinancial risk management, including operational risk.

 

3. Proximity of the data and analytics team matters. Organizations reported having compliance analytics teams that ranged in size from three to 13 members and had a mix of experience in technical, compliance and business knowledge. Compliance functions with dedicated data analytics teams accelerated their programs more effectively than those that relied on a shared data service team. More successful compliance functions recognized the importance of cross-training to bridge the knowledge gap in analytics functions.

 

4. The most common roadblock is access to data. Disparate data sources are an ongoing challenge. Organizations are focusing on standardizing their data-sourcing methods to better operationalize analytics. Establishing data lakes can improve availability and lineage. Digital enablement of business processes through e-applications and electronic deliveries is streamlining the collection of customer data and policy information, reducing the barriers to data sourcing.

 

Conclusion

By investing in the power of AI and data analytics, risk and compliance leaders can transform compliance and broader risk management, making more efficient use of talent, increasing risk coverage and managing external regulatory pressures. A strategic, analytics-driven approach will allow companies to shift from a reactive mindset to a proactive one that creates value and enables an agile risk response.

Summary

Compliance in insurance is shifting from a personnel-driven endeavor to one that harnesses AI and data analytics. Creating a robust, comprehensive, AI-led, data analytics-enabled compliance program can lead to a more strategic risk management approach that adds value.

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