End to End Recommendation System and Customer Segmentation

Atul Ranjan

Data Scientist
Cloud Infrastructure Architect
AI Developer
AWS
Python
TensorFlow

Describing CloudTech Services

CloudTech Services is a leading technology company that powers a US-based insurance e-commerce platform handling over $20 million in transactions monthly. Specializing in the development and operation of robust platforms, CloudTech enables seamless online insurance sales, delivering innovative solutions to meet the dynamic needs of the insurance industry.

Objective

The primary objective was to design and implement AI-driven recommendation systems to enhance the operational efficiency of insurance reps on the CorEnroll platform. These systems aimed to streamline the process of identifying and suggesting the best insurance products for customers, considering state laws and specific requirements. By reducing the time spent searching for suitable plans, the project sought to maximize sales during the limited enrollment period, improve customer satisfaction through personalized recommendations, and drive long-term customer loyalty by ensuring the right products were consistently offered to the right customers.

Project Scope

Design and deploy tailored recommendation systems for top trending, similarity-based, and complementary products.
Develop scalable data pipelines and business intelligence tools for analytics.
Provide MLOps integration for seamless deployment and monitoring.

Solution

Implemented three recommendation models:
Top trending products by sales and state-specific insurance types.
Similarity-based recommendations for personalized customer needs.
Complementary product suggestions for cross-selling.
Built a robust data lake and streamlined data transformations.
Delivered low-latency models with advanced optimization techniques.
The Machine learning workflow:
Machine Learning Workflow
Machine Learning Workflow

Delivery

Deployed scalable APIs in AWS for real-time recommendations.
Provided analytics dashboards and documentation.
Conducted knowledge transfer sessions for CloudTech's team.
Reference: Data foundation workflow:
Data Foundations workflow
Data Foundations workflow

Impact

Increased revenue by improving sales and expanding product portfolio visibility.
Reduced insurance reps' workload with faster, accurate recommendations.
Enhanced customer satisfaction through personalized product suggestions.
Delivered advanced analytics for better decision-making and operational efficiency.

We were looking for expert technical partner for meeting our client's demands in the AI/ML domain. Gott Data has been a perfect partner for us and we have now worked closely with Atul. He has built custom AI solutions for our client,and also collaborated with our dev team to ensure smooth deployment and knowledge transfer. Highly recommend Gott Data and Atul! - Kishor Kundan (Managing Director at Cloudtech)

Concluding Notes

To learn more about this project, go to the blog here:
To view more of my work:
Partner With Atul
View Services

More Projects by Atul