Marsh USA Inc.

Robert Howe

Kabir Syed

Alejandro Zarate Santovena

Anneloes Hesen

A system and method that performs a similarity calculation to identify insurance accounts having similar characteristics. The similarity calculation may be based on an existing insurance account or a synthetic insurance account that has user defined characteristics. The system and method may store account information for a plurality of insurance accounts that is normalized to a coordinate system. Parameters of a similarity account are identified and a similarity calculation is performed to identify a subset of the plurality of insurance accounts that match the similarity account. The similarity calculation includes calculating a distance between the similarity account and each of the plurality of insurance accounts and determining the subset of the plurality of insurance accounts that satisfy a predetermined similarity threshold based on the distance.

System and method for risk matching clients with insurance companies

Systems and methods for providing insurance companies with historical data indicating their placement results versus peer insurance companies with a broker and proactively identify upcoming policy opportunities from a broker. The systems and methods configured to store placement information for insurance policies, receive policy criteria selection information from a user, wherein at least a portion of the policy criteria selection information is unique to an insurance company associated with the user, determine opportunity information based on the policy criteria selection information, the opportunity information including data for insurance policies that are one of scheduled to expire and scheduled for submission to insurance companies within a predetermined time frame, determine historical information based on the policy criteria selection information, the historical information including performance metrics for the insurance company and average performance metrics for peer insurance companies and provide the opportunity information and historical information to the user.

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New York, NY, United States of America

Robert Howe