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Description The objective is to improve the agents’ existing knowledge used for agent segmentation in a supervised predictive framework. Problem Statement Scenario: An insurance group consists of 10 property and casualty insurance, life insurance and insurance brokerage companies. The property and casualty companies in the group operate in a 17-state region. The group consists of major regional property and casualty insurer, represented by more than 4,000 independent agents who live and work in local communities through a six-state region. Define the metrics to analyze agent performance based on several attributes like demography, products sold, new business, etc. Below are the Visualization charts that need to be incorporated: a. Summary stats by agency b. Product line: Commercial Line/Personal Line wise analysis c. Agency wise and state-wise distribution of Retention Ratio (Top 10) d. Hit ratio distribution across different Quotes-systems (also by PL/CL) e. Add a few more based on your understanding of the data Growth rates from 2006 to 2013 have to be computed and converted to independent attributes and included in the data for modeling. Compute Hit ratio based on bounds and quotes for each Quotes-system Compute required aggregations at Agency ID, state, and year Decide if binning the data works for this situation
Project ID: 40661001
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With over two decades of experience delivering production-grade systems, I have honed my skills in Data Mining, Data Visualization, Excel, MySQL, and Power BI to address complex data challenges similar to yours. My broad technical expertise ranges from real-time and performance-critical systems to system architecture; a unique combination that allows me to tackle problems comprehensively. Beyond just building features, I design and develop systems that are not only functional but maintainable and scalable. This is essential when dealing with such large data sets as yours. Having worked with notable companies such as Cisco Systems and Qualcomm, I understand the value of every detail provided and will employ them meaningfully for improved agent performance modeling. Notably, my ability to compute growth rates across several years would be especially useful since the project objectives require analysis from 2006 to 2013. I'm committed to owning projects end-to-end and go above and beyond to ensure optimum performance. By selecting me for this task you'll be securing a tested pair of hands ready to take on agency ID-based aggregations as well as state-wise considerations across a variety of parameters. Together we'll not just meet your expectations but exceed them with functional and future-proof results. Let's discuss your project further!
$30 USD in 1 day
3.0
3.0
41 freelancers are bidding on average $135 USD for this job

Hi, I reviewed the project and understand you need a Power BI dataset and visuals to support agent segmentation in a supervised predictive framework, including performance metrics and chart requirements. I’ll compute growth rates from 2006 to 2013, convert them into independent attributes for modeling, and calculate hit ratio using bounds and quotes per quotes-system. I’ll prepare aggregations at Agency ID, state, and year, then incorporate the requested views like summary stats by agency, product line Commercial/Personal analysis, and retention ratio top 10 distribution by state and agency. I’ll also validate whether binning helps and add a few analytics charts based on the data structure and Statistical Analysis needs. I’ll ensure clean, responsive Power BI work with accurate calculations and consistent data modeling for easy validation. Let’s discuss here now.
$150 USD in 7 days
7.7
7.7

POWERBI EXPERT------------I believe I can do this project in an efficient and professional manner---------to improve the agents’ existing knowledge used for agent segmentation in a supervised predictive framework. I am highly proficient to work on this project . I am Passionate PHP/Full stack developer having rich experience with all the latest technologies with so many successful Tasks. I have some queries to give you accurate time and price Please ping me to get started and provide you great results. Thanks!!!
$210 USD in 7 days
7.8
7.8

Hello, I have analyzed the project requirements and understand the need to improve agent knowledge for segmentation in a supervised predictive framework within the insurance group scenario provided. Let's chat and discuss it further. To handle your project, I will start with analyzing the existing data sets to define relevant metrics for agent performance evaluation. Using Power BI, I will create visualizations such as summary stats by agency, product line analysis, retention ratio distribution, hit ratio analysis, and additional charts as needed. I will compute growth rates from 2006 to 2013, include them as attributes, and perform aggregations at the Agency ID, state, and year levels. The deliverables of this project will include a comprehensive Power BI dashboard with the required visualizations and insights for agent segmentation and performance evaluation. Before signing-off my bid, I would like to ask a question, i.e., how often would you require updates to the data analysis and visualizations? Best Regards, Aneesa.
$100 USD in 1 day
6.9
6.9

To improve agent segmentation in your predictive framework, I would focus on defining and analyzing key metrics such as demographics, products sold, and business growth rates. Using Excel or Google Sheets, I can create detailed data visualizations including summary statistics, retention ratios, and hit ratio distributions tailored to your agency and state requirements. I am also open to adapting my approach to integrate Power BI for enhanced visualization capabilities. With a 4.9-star rating across 200 client reviews and 220 projects completed, I ensure high-quality deliverables. What specific data sources are available to analyze the agent performance metrics you outlined?
$200 USD in 10 days
6.8
6.8

I propose deploying advanced analytics techniques to refine agent segmentation by developing a predictive model using machine learning algorithms. Custom visualization charts will be created to provide intuitive insights into agent performance, including summary stats, product line analysis, retention ratios, and hit ratios. Growth rates from 2006 to 2013 will be integrated for robust modeling, along with hit ratio calculations based on defined bounds. Data aggregations at different levels will capture nuanced trends, and the option of binning data will be analyzed. With my expertise in data analytics and insurance, I am confident we can enhance agent segmentation and predictive modeling to drive sustainable growth for your insurance group.
$225 USD in 5 days
6.6
6.6

AVAILABLE TO START IMMEDIATELY..,,. I will deliver a robust Power BI dashboard with all specified visualizations, agent performance metrics, growth rates, and hit ratio computations, supported by thorough data preparation and aggregation in Excel. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$51 USD in 1 day
6.6
6.6

Hi, I got that you are looking to enhance agent segmentation knowledge in a supervised predictive framework for an insurance group with 10 companies and 4,000 agents. This is what I can help you with, let's chat. My approach is to utilize Power BI to analyze agent performance metrics based on demographics, products sold, new business, etc. By implementing advanced data visualization techniques, I will create summary stats by agency, analyze Commercial Line/Personal Line products, and showcase Retention Ratio and Hit ratio distributions. Additionally, I will compute growth rates from 2006 to 2013, include independent attributes for modeling, and aggregate data at Agency ID, state, and year. Binning the data will be considered for optimal analysis. As final deliverables, you will receive detailed Power BI dashboards with interactive charts, performance metrics, and growth rate analysis for informed decision-making. One thing I'd like to confirm before we start: Do you have specific preferences for the visualization style or any additional metrics to include? Let's discuss further to ensure a successful project execution. Regards, Imran
$90 USD in 1 day
5.1
5.1

With my multifaceted expertise and profound understanding of Data Analytics, Visualization & Microsoft PowerBI, I stand equipped to add immense value to your project from its inception till its completion. My commitment lies in transforming data into actionable insights, and in the context of your insurance group’s task, where we aim to enhance agent segmentation using supervized predictive framework, my skills can be a game changer. Having worked for years with major players across industries, I've developed an exceptional ability to combine diverse data points and draw meaningful patterns. With respect to the complex 17-state region scenario your property & casualty companies operate in, I'll leverage PowerBI's intuitive visualizations to present summary stats by agency, analyze product lines(personal/commercial), state-wise distribution and hit ratio distribution based on benchmarks (across quote systems) among others.
$140 USD in 3 days
5.0
5.0

Hi there! To enhance your agent segmentation, I propose a structured approach using Power BI that incorporates comprehensive metrics for analysis, such as retention ratios and product line performance. My experience with data visualization and predictive modeling will help in defining and computing the necessary metrics effectively. I'll ensure that the visualizations align with your expectations, incorporating growth rates and necessary aggregations for deep insights. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Regards, Ali
$140 USD in 1 day
4.5
4.5

Hello, I appreciate the opportunity to propose my services for your project aimed at enhancing agent segmentation in a predictive framework for the insurance group. I understand your goal is to define performance metrics based on various attributes and visualize the data effectively. With over five years of experience in data analytics and predictive modeling within the insurance sector, I have successfully implemented similar projects that involved agent performance analysis and data visualization. I am proficient in tools like Python, R, and Tableau, allowing me to handle complex datasets and create meaningful visualizations. To achieve your project objectives, I would take the following approach: - Analyze existing data to identify key performance metrics across demographics and product lines. - Compute growth rates and necessary aggregations at different levels (Agency ID, state, year) to enhance model accuracy. - Develop visualizations, including agency performance summaries and retention ratios, to clearly communicate insights. - Assess data binning methods to determine their effectiveness for your specific scenario. I am eager to start this project and confident in delivering quality results that meet your needs. I would love to discuss further details at your convenience. Thank you for considering my proposal.
$30 USD in 7 days
4.1
4.1

Hello, As a result of a detailed review of your project requirements, I fully understand the scope and expectations. I have experience with insurance-focused data analysis, KPI design, statistical modeling, Power BI, Excel, SQL, and supervised predictive workflows, and I'm available to start right away. For this project, I would first aggregate the data by Agency ID, state, and year, then calculate 2006–2013 growth rates as independent modeling features. I’ll also derive Hit Ratio from bounds/quotes for each quote system and compare performance across Personal and Commercial Lines. The Power BI dashboard will include agency summary statistics, PL/CL analysis, Top-10 retention views by agency/state, quote-system Hit Ratio distributions, and additional metrics such as premium growth, new-business conversion, retention trends, and product mix. For binning, I would test it only where continuous variables show nonlinear relationships or significant outliers, then validate whether it improves predictive performance rather than applying it blindly. My estimated cost is $180–$220 USD, depending on dataset size and final modeling requirements. I have a couple of quick questions. • What is the source format and approximate size of the dataset? • Do you require only feature preparation/dashboarding, or also a trained segmentation/prediction model? I would be glad to discuss further details and am ready to start immediately. Best regards, Carlos
$30 USD in 7 days
4.2
4.2

Hello I can assist you in analyzing, transforming, and modeling the agent-performance data to strengthen your supervised predictive segmentation framework. I’ll develop agency, state, product-line, retention, and hit-ratio metrics, including quote-system analysis, required aggregations, and 2006–2013 growth-rate attributes. I’ll also create the requested visualizations and identify additional meaningful insights, while evaluating whether binning improves model performance and interpretability. Thanks Brian
$100 USD in 3 days
3.9
3.9

Thank you for the detailed scope. I can help build the Power BI solution and the modeling dataset for agent segmentation. I will organize the work around the key business questions: - Summary statistics by agency - Commercial vs. Personal line analysis - Agency-wise and state-wise retention ratio distribution, including top 10 views - Hit ratio across quote systems, split by product line - Additional insights such as growth trends, quote-to-bind conversion, and state/product performance For the supervised predictive framework, I will compute the required aggregations at agency ID, state, and year level, then engineer growth-rate attributes from 2006 to 2013. I will also evaluate whether binning improves model performance and interpretability for the available data. The final deliverable can be structured for both analytics and modeling use, with clean measures, calculated columns, and dashboard-ready visuals in Power BI. If needed, I can also help define the metric logic so the outputs remain consistent across agencies, states, and years. Best regards.
$250 USD in 4 days
2.6
2.6

Hi, I understand you're looking to enhance agent segmentation using a supervised predictive framework for an insurance group. With experience in MySQL and data mining, I can assist in achieving this goal. Could you clarify the specific data sources or databases you plan to utilize for this project?
$52 USD in 7 days
2.2
2.2

Hi, I am a data analyst who will analyze your agent performance data by defining metrics (retention, hit ratio, growth, product mix), computing aggregations by agency/state/year, and delivering visualizations (summary stats, PL/CL breakdown, top 10 retention, hit ratio by quotes system, plus additional trends). I will compute growth rates (2006‑2013) and prepare the dataset for predictive modeling. Please share your data. I can start immediately. Regards, Sadaf
$100 USD in 1 day
1.7
1.7

Hello The hardest part is usually aligning data quality, evaluation, and production monitoring with real-world latency and compliance constraints. Integration with existing systems and clear ground truth often drive most of the early risk. What does the current stack look like for ingestion and deployment? Are there SLAs or compliance boundaries I should plan around? Is the work batch-only or does it require real-time inference? Looking forward to learning more about the architecture.
$155 USD in 7 days
0.0
0.0

I understand the need to improve agent segmentation for the insurance group, focusing on metrics like demography, products sold, and new business. I will incorporate visualization charts such as summary stats by agency, product line analysis, retention ratio distribution, hit ratio analysis, and additional charts based on data insights. Using Power BI, I will compute growth rates from 2006 to 2013, convert them to independent attributes, and include them in the data for modeling. I will also calculate hit ratios based on bounds and quotes for each Quotes-system, perform required aggregations at Agency ID, state, and year, and assess if binning the data is suitable for this scenario. - Analyze existing data for agent segmentation - Create visualization charts for key metrics - Compute growth rates and hit ratios for modeling I can start immediately and work flexibly to meet your requirements effectively. Zhiping
$200 USD in 7 days
0.0
0.0

Hi, Once this segmentation model is live, the thing that'll actually worry you is whether it holds up when 2014+ data comes in with different growth patterns than the 2006-2013 window it was trained on. I'd build in a check for that so the model doesn't quietly go stale on you. For the build itself, I'll pull the agency, product line, and quote-system data together, compute the growth rates and hit ratios you listed, and roll everything up to agency, state, and year. Then I'll test a few binning approaches on the continuous variables and pick whichever holds up best for segmentation, before building the four charts plus a couple more that make sense once I see the retention and hit ratio patterns. I've done this kind of agent performance segmentation before, and the retention ratio breakdown is usually where the real story is. One question: do you want the visualizations in a dashboard tool like Tableau or Power BI, or is a report format fine? That changes how I build the last piece. I can have this done in a day. Best, Emrah
$118 USD in 71 days
0.0
0.0

Hello, I can develop the complete agent-performance analysis and supervised segmentation workflow using Python, pandas, scikit-learn, and Power BI or Tableau. The work will include: * Data cleaning, validation, and feature preparation * Aggregations by Agency ID, state, year, and product line * Growth-rate calculations from 2006–2013 * Hit-ratio calculation using quotes and bounds for each quote system * Retention, new business, premium, product-mix, and demographic metrics * PL vs. CL performance analysis * Top-10 agency and state retention analysis * Additional charts for profitability, growth trends, conversion, and agent segments * Evaluation of whether binning improves model accuracy and interpretation * Supervised predictive model with performance metrics and feature importance * Interactive dashboard and documented source code I will first audit the dataset, define reliable performance KPIs, engineer the required attributes, and then compare models with and without binning to select the strongest approach. Estimated delivery: 7–10 days. Best regards, Adam
$140 USD in 7 days
0.0
0.0

Hi, I’ve worked on similar data-ops for insurance analytics, turning disparate agent and policy data into a practical BI view that supports segmentation and retention analysis in BI dashboards. Execution approach: I’d start by validating the current data flow from source to Power BI dataset, then isolate gaps in the agent-state-year aggregations and build reproducible measures for retention, hit ratio, and growth rate calculations; validate against historical patterns and provide incremental dashboards with drill-down capabilities. Then I’d implement data quality checks and a lean QA pass with stakeholders. One technical risk / key challenge: Data quality and late-arriving fields could delay the accuracy of year-over-year growth. Two clarification questions: 1) What are the expected roll-up levels for the top 10 retention by state and agency (exact fields to group)? 2) How should we handle missing growth data for 2006 or 2013 when forming independent attributes? If we're aligned, I can outline the implementation phases before kickoff. Best regards, Brandon
$100 USD in 1 day
0.0
0.0

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