Case Study: Aon achieves 160 hours/month time savings and automated cross-sales identification with Alteryx

Identifying Cross-Sales Opportunities on the Insurance Market

Aon’s Centre for Innovation and Analytics (ACIA) faced a common enterprise problem: client teams relied on slow, error-prone Excel processes to identify cross‑sell opportunities—tasks that took ~7–8 hours per monthly report. With 20 colleagues running these reports, the firm was spending about 160 hours a month (≈2,000 hours a year) on repetitive work, hindering scalability and the wider adoption of modern analytics across the 200+ employee organisation.

ACIA built and published an Alteryx app (using In‑DB queries to Redshift, reusable macros, chained apps for dynamic selections, and a standardized reporting macro) that automates the cross‑sales logic and produces C‑Suite-ready reports in seconds. After a few days of development and testing, the app cuts each broker’s monthly effort by 7–8 hours, conservatively saving 160 hours/month across the business, while boosting Alteryx skills, adoption and ROI through multinational knowledge sharing.

Aon

Carlos Amaral

AON