Smriti Taneja

Corporate Agency Portal
> Designed corporate agency portal, dashboards and analysis portal.
> Pioneered creation of standalone returns portal separate from organization's Business Analytics Portal (BAP)
which saved $400k in cost of building portal with BAP

Regulatory Returns Reports and Analysis
> Designed user friendly returns formats for corporate agents and reports for team and senior management
Increased life insurance renewal rates for corporate agents by 110% by using data driven insights to train
corporate agents

Approval Process Improvement
> Improved standard approval procedures for corporate agency and telemarketer applications resulting in
reduction of approval TAT by 50%.
> Created automatic approval functionality for sales persons of corporate agents by integrating approval portal
with examination and training portals making process instantaneous as opposed to one week.

Alternative Framework creation
> Developed alternative frameworks to eliminate regulatory bottlenecks for approvals of mergers of state owned
banks, ensuring minimum impact to policyholders.