Valuation Process Assessment

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New Challenges and Opportunities in Actuarial Valuation due to LDTI and IFRS17

Are you confident that you are getting everything out of your LDTI, IFRS17, or valuation automation project(s) that you could be? Is your company realizing all the benefits it should be from these transformational projects? At Lenalysis we think that these projects are a great opportunity for companies to reduce risk and increase the impact that your solutions are providing the Enterprise.

Valuation Process Assessment

As a stakeholder of a valuation process, you understand the need for automation, data management, and efficient collaboration between groups. Please take a few minutes to complete this brief assessment. We will then make ourselves available for a no-cost consultation to discuss your responses.

1. How satisfied are you with the visibility into your end-to-end valuation process?

Very satisfied
Satisfied
Not satisfied
Not sure

2. Does your valuation process allow you to quickly understand unexpected changes in results?

Yes
Yes, but it could be better
No
I don’t know

3. Are you satisfied with the overall total cost of ownership (TCO) of your end-to-end valuation process?

Very satisfied
Satisfied
Not satisfied
I’d rather not say

4. How confident are you that you will be able to meet the data management requirements of LDTI or IFRS17 (e.g., full retrospective)?

Very confident
Somewhat confident
Not confident
I don’t know

5. How satisfied are you with the ability to efficiently share data between organizations within your company (e.g., between actuarial and accounting)?

Very satisfied
Satisfied
Not satisfied
Not sure

6. What percentage of data validation is automated vs. manual in your valuation process?

Near 100% automated
Most of it automated
Some of it automated
Little or no automated data validation
I don’t know

7. What percentage of your actuaries’ time are spent on non-actuarial activities?

Much more than is reasonable
Some
Very little
I don’t know

8. What is your level of confidence in your model governance process?

Very confident
Somewhat confident
Not confident
I don’t know

9. What is your level of confidence in your data governance process?

Very confident
Somewhat confident
Not confident
I don’t know

10. How comfortable are you with the level of operational risk of your valuation process?

Very comfortable
Comfortable
Not comfortable
I’d rather not say

11. How satisfied are you with the efficiency of communication between your actuarial/financial experts and your technology experts?

Very satisfied
Satisfied
Not satisfied
I don’t know

12. Do you feel like you are making the most of emerging technologies (e.g., cloud, data lakes, advanced analytics, machine learning, AI)?

Yes
No
I don’t know

13. What is the availability of resources to assist you in improving your valuation process?

Very available
Somewhat available
It’s very hard to find resources
I don’t know

14. Do you have anything else you would like to share regarding your valuation process or supporting technology?

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Company *

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Home
Thinking
Actuarial and Financial
Start Ups
Cloud
Application Development
Data and Analytics

Home
Thinking
Actuarial and Financial
Start Ups
Cloud
Application Development
Data and Analytics