CASE STUDIES
Aon scales better client advice with trusted data.
Aon unified client and workflow data with Reltio to create a stronger foundation for faster service and supervised AI. That helped cut certificate turnaround time by about 74%.
We can't have a smart AI with bad data. As we scale, the priority is accelerating the creation of high-resolution data.
RAJU DEBROY
VP, GLOBAL HEAD OF AI PLATFORM & ENGINEERING
Better client advice required a unified data foundation.
Aon has been on a decade-plus journey to connect their global capabilities, so they can address clients’ top priorities more effectively.
Through Aon’s global expertise across two key areas of need—risk capital and human capital—their clients are better advised within and across their risk and people strategies. United as one firm, they help clients shape business decisions for the better.
Aon believes that businesses thrive when the communities they serve and the people they employ also flourish. They provide their clients with the advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their businesses.
As part of Aon’s global data transformation initiative, they identified these business objectives:
- Create a unified view of the client across business lines and geographies
- Connect policy and servicing workflow data with clear lineage
- Reduce manual work in document-heavy client service processes
- Build a safer foundation for supervised AI in high-value workflows
“Data ingestion, data enhancement, and governance are absolutely crucial. Once the data is enhanced, it’s ready for AI to drive actionable outcomes.”
RAJU DEBROY
VP, GLOBAL HEAD OF AI PLATFORM & ENGINEERING
A trusted data foundation now supports faster service and AI.
Aon launched a global data transformation initiative to unify and govern data across the enterprise. Using a phased approach, it started with high-impact business lines, standardized core processes, and expanded iteratively. The operating model was clear: ingest data from every touchpoint, enhance it, govern it, and activate it for analytics and AI-assisted workflows.
Reltio helped Aon create a unified client foundation with policy and servicing workflow data connected across geographies, business lines, and functions. Better lineage and traceability improved trust in the data, while supervised AI in certificate generation showed how that foundation can speed work today and support broader use cases over time.
Why Aon chose Reltio.
Aon needed a flexible data foundation that could unify critical data, support global scale, and create a safer path to AI.
Phased global rollout.
Needed a cloud-native platform that could start in high-impact business lines, standardize core processes, and expand iteratively across the enterprise.
Trusted, traceable data.
Required clear lineage and governance so teams could trust data in regulated workflows and scale with lower operational risk.
Foundation for supervised AI.
Wanted a unified client foundation that could improve service now and support certificate, claims, and broking workflows as AI use cases grow.
Our solution for Aon to unify client and workflow data.
Connected client and workflow data.
Unified client, policy, and servicing workflow data from multiple systems and documents into one foundation for faster client service.
Clear governance and lineage.
Added traceability back to source so teams can trust what they see and use the data with more confidence in regulated workflows.
Phased enterprise transformation.
Started with high-impact business lines, standardized core processes, and expanded iteratively across regions and functions.
Supervised AI for certificates.
Helped cut certificate turnaround from about 38 minutes to under 10 while keeping humans in the loop for validation and approval.
Ready for next AI workflows.
Created a stronger client data foundation for broker, claims, and risk workflows as adoption, literacy, and governance continue to mature.
