Swati Daga (AIII)
Business Analyst – Insurtech & Customer Experience
Mumbai
Summary
Dynamic Digital Transformation & MarTech professional with 6+ years of experience in general insurance, specializing in agency distribution, digital sales, and process automation. Proven track record in leading end-to-end program management across lead generation, onboarding, and training initiatives. Strong in business analysis, system workflows, and stakeholder management, with expertise in GTM strategy, communication, and content-led engagement. Energetic and organized professional with strong managerial and communication skills, driving adoption and business impact.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Chief Manager - Digital Enablement
ICICI Lombard GIC
Mumbai
03.2025 - Current
- Digitized the agency onboarding journey through end-to-end automation and self-service deployment, cutting onboarding turnaround time by 25% and accelerating licensing and onboarding of over 36,000 agents across India.
- Conceptualized and implemented the 'Agent Training & Feedback Automation System' on the i-Partner Pro (Partner App), automating invitation scheduling and feedback capture for 200+ training sessions quarterly, and enabling 30,000+ agents to access digital training sessions seamlessly.
- Led the 'KYP (Know Your Partner)' initiative, establishing 15+ partner profiling parameters to capture agents' backgrounds, experiences, and specializations via the ILONEFORCE App.
- Revived 0-90 days inactive agents by driving a data-led reactivation program, leveraging Adobe Analytics, WhatsApp journey automation, and IVR marketing tech solutions; executed targeted communication, refresher training, and digital support initiatives, resulting in a 20% month-on-month increase in agent activation and productivity.
- Promoted on a fast-track basis within two years for a high-impact digital go-to-market strategy for product launch delivery; currently leading a two-member team responsible for project execution, adoption management, and stakeholder collaboration across distribution channels.
- Introduced an agentic AI-based Partner Activation Probability Score at the onboarding journey, resulting in a 30% month-on-month productivity uplift among newly onboarded partners.
- Worked with cross-functional teams for the launch of the 'YUVA Knowledge Bot' to centralize partner learning and provide 24×7 assistance, achieving 93% adoption among over 80,000 field partners and resolving more than 10,000 real-time queries monthly, strengthening nationwide training and product support.
- Led requirement gathering, UATs, and adoption management for the ILONEFORCE (Employee App) in collaboration with tech, ops, and distribution teams, ensuring a stable rollout to over 4,000 active users and enabling digital prospect tracking, meeting traction, and partner mix, boosting field productivity by 20%.
- Drove 'Shiksha Abhiyan,' a national enablement program delivering pan-India digital learning and achieving 90% adoption of digital tools among over 100,000 partners, transforming traditional training into scalable digital capability.
- Oversaw the development of innovative products or services, positioning the company as an industry leader.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
Senior Manager - Digital Enablement
ICICI Lombard GIC
11.2022 - 03.2025
- Designed and deployed the i-Buddy Lead Generation System, integrating partner lead flow, and generating over 10,000 qualified leads from Meta Platforms, improving digital quote-to-sales conversion by 40%.
- Managed vendor lifecycle and governance, ensuring 100% compliance with a 45-day SLA for billing, onboarding, and renewals, improving vendor turnaround, and project delivery efficiency.
- Assisted in the deployment of the Premium Calculator BOT within the B-Care app, eliminating manual quote creation, saving over 2,000 man-hours per month, and improving quote accuracy for more than 15,000 active VO Location Partners.
- Built a data-driven cross-sell model between Health and SME portfolios, unlocking ₹3 crore+ in incremental annual premium, and enabling data-backed decision-making for sales leadership.
- Developed executive-level business presentations and tech strategy decks for CXO and shareholder meetings, synthesizing data insights, project outcomes, and digital roadmaps. Demonstrated strong expertise in PPT storyboarding, GTM strategy design, rollout planning, and quarterly performance reviews, ensuring alignment between business and technology objectives.
Deputy Manager - Centre of Excellence
Bajaj General Insurance Company
Pune
07.2019 - 11.2022
- Designed and deployed the i-Buddy Lead Generation System, integrating partner lead flow, and generating over 10,000 qualified leads from Meta Platforms, improving digital Quote-to-Sales conversion by 40%.
- Managed vendor lifecycle and governance, ensuring 100% compliance with a 45-day SLA for billing, onboarding, and renewals, improving vendor turnaround, and project delivery efficiency.
- Assisted in the deployment of the Premium Calculator BOT within the B-Care app, eliminating manual quote creation, saving over 2,000 man-hours per month, and improving quote accuracy for more than 15,000 active VO location partners.
- Built a data-driven cross-sell model between Health and SME portfolios, unlocking ₹3 crore+ in incremental annual premium, and enabling data-backed decision-making for sales leadership.
- Implemented digital lead flow systems, tracking the movement of over 10,000 high-quality leads through more than 500 partners.
- Developed executive-level business presentations and tech strategy decks for CXO and shareholder meetings, synthesizing data insights, project outcomes, and digital roadmaps.
- Demonstrated strong expertise in PPT, Video creation, storyboarding, GTM strategy design, rollout planning, and quarterly performance reviews, ensuring alignment between business and technology objectives.
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
Education
Master of Business Administration (MBA) - Insurance
National Law University
Jodhpur, Rajasthan01-2019
Master of Economics & Finance - Business Finance & Communication
Jai Narayan Vyas University
Jodhpur01-2017
Bachelor of Commerce - Accounts & Business Communication
Jai Narayan Vyas University
Jodhpur01-2015
Skills
- JIRA
- Figma
- MS Office Suite
AI Tools (RetellAi, Grok, Lyndiai)
Stakeholder Management & Cross-functional Collaboration
Agile / Scrum Methodology
Customer Experience (CX) Design & Journey Mapping
Video Content Creation & Training Modules
WhatsApp / IVR Journey Design
Cross-functional collaboration
Certification
Certified Scrum Manager
Professional And Tech Skills
- Project Lifecycle Management
- Data-driven Reporting
- Stakeholder Management
- Requirement Gathering
- Agile & Waterfall
- Insurance Distribution & Operations
- User Acceptance Testing
- JIRA
- Figma
- MS Office Suite
- LMS
- CRM Platforms
Timeline
Certified AI Generalist
11-2025
Chief Manager - Digital Enablement
ICICI Lombard GIC
03.2025 - Current
Certified Scrum Manager
11-2024
Senior Manager - Digital Enablement
ICICI Lombard GIC
11.2022 - 03.2025
Certified Instructional Designer
09-2022
Deputy Manager - Centre of Excellence
Bajaj General Insurance Company
07.2019 - 11.2022
Master of Business Administration (MBA) - Insurance
National Law University
Master of Economics & Finance - Business Finance & Communication
Jai Narayan Vyas University
Bachelor of Commerce - Accounts & Business Communication
Jai Narayan Vyas University