Knowby Knowby Pro Customer Demo
Knowby
Knowby - Marsh Overview
How Marsh Can Transform Risk, Compliance, Onboarding & Claims
How Marsh Can Transform Risk, Compliance, Onboarding & Claims
1
Step 1 of 33

What This Knowby Covers

  • How Marsh can use Knowby to simplify complex information

  • Key benefits across Compliance, Risk, Information Distribution, Onboarding, and Claims

  • How scheduled Knowbys ensure tasks are done correctly and on time

  • How easy and fast it is to create Knowbys (removing the biggest barrier to adoption)

2
Step 2 of 33

Why Marsh Should Use Knowby

Marsh’s core value is expertise. Knowby makes that expertise:

  • Clear

  • Repeatable

  • Measurable

  • Scheduled

  • Easy to follow — internally and for clients

This drives stronger commercial outcomes across the entire risk and insurance lifecycle.

3
Step 3 of 33

COMPLIANCE

4
Step 4 of 33

The Compliance Challenge

  • Dense documentation is hard to interpret

  • Compliance tasks often happen late or inconsistently

  • Audits require proof of correct, timely action

5
Step 5 of 33

How Knowby Helps Compliance

  • Converts complex rules/processes into simple, visual, step-by-step guidance

  • Schedules compliance activities to ensure they happen before deadlines

  • Captures timestamped proof of completion

  • Ensures everyone follows the same repeatable process

6
Step 6 of 33

Outcome for Marsh

  • Stronger audit readiness

  • More consistent adherence to Marsh’s advice

  • Reduced compliance risk for clients

  • Better outcomes for premium negotiations

7
Step 7 of 33

RISK MANAGEMENT

8
Step 8 of 33

The Risk Challenge

  • Clients often misunderstand or inconsistently apply risk controls

  • Hard to prove behavioural improvement to insurers

9
Step 9 of 33

How Knowby Helps Risk Management

  • Breaks risk guidance into digestible actions

  • Schedules recurring risk tasks (monthly, quarterly, annually)

  • Tracks client completion and timing

  • Creates a data asset showing behaviour change over time

10
Step 10 of 33

Outcome for Marsh

  • Demonstrated risk improvement

  • Stronger negotiating position with insurers

  • Deeper client reliance on Marsh’s expertise

11
Step 11 of 33

INFORMATION DISTRIBUTION

12
Step 12 of 33

The Communication Challenge

  • Manuals, PDFs, and long emails are rarely consumed

  • Clients and staff forget steps or misinterpret instructions

13
Step 13 of 33

How Knowby Improves Information Distribution

  • Converts documents into interactive micro-tutorials

  • Delivers the right instructions at the right time

  • Tracks who has viewed or completed each Knowby

  • Reduces confusion and miscommunication

14
Step 14 of 33

Outcome for Marsh

  • Higher engagement

  • Fewer mistakes

  • Reduced support overhead

  • Better-informed clients and teams

15
Step 15 of 33

ONBOARDING

16
Step 16 of 33

The Onboarding Challenge

  • High turnover requires fast, consistent training

  • Relying on shadowing causes variable quality

17
Step 17 of 33

How Knowby Improves Onboarding

  • Provides new staff with clear, step-by-step processes from day one

  • Uses scheduled Knowbys to deliver training in sequence and on time

  • Reduces reliance on senior staff for ad-hoc support

  • Tracks onboarding progress automatically

18
Step 18 of 33

Outcome for Marsh

  • Faster time to competence

  • Lower training cost

  • Consistent output quality across all new hires

19
Step 19 of 33

CLAIMS

20
Step 20 of 33

The Claims Challenge

  • Clients often submit incomplete or incorrect information

  • Claims staff follow inconsistent processes

  • Delays increase workload and reduce client satisfaction

21
Step 21 of 33

How Knowby Improves Claims

  • Guides clients through correct claim submission steps

  • Schedules reminders for missing evidence or deadlines

  • Standardises internal claims workflows

  • Reduces rework, errors, and turnaround time

22
Step 22 of 33

Outcome for Marsh

  • Faster claims

  • Higher accuracy

  • Better client experience

  • Lower operational cost

23
Step 23 of 33

FAST & EASY KNOWBY CREATION

24
Step 24 of 33

The Content Creation Fear

Many companies hesitate to adopt new tools because they assume:

  • It takes time to create content

  • Specialist documentation skills are needed

  • Large teams are required for knowledge management

25
Step 25 of 33

Knowby Removes This Barrier

  • Most teams create their first Knowby in under 10 minutes

  • Drag-and-drop images or videos

  • Automatically generate steps from written instructions

  • Capture workflows as you perform them

  • Anyone can create Knowbys — no training required

26
Step 26 of 33

Outcome for Marsh

  • Rapid rollout

  • Subject matter experts document processes themselves

  • No backlog, no delays, no costly documentation projects

  • Knowledge becomes a living, up-to-date asset

27
Step 27 of 33

WHY SCHEDULING CHANGES EVERYTHING

28
Step 28 of 33

The Importance of Timing

Correct behaviour isn’t enough — for many activities, timing is critical:

  • Compliance deadlines

  • Monthly or annual risk checks

  • Onboarding sequences

  • Claims documentation timelines

29
Step 29 of 33

What Scheduled Knowbys Deliver

  • Guarantees tasks happen when required

  • Sends instructions to the right person or team automatically

  • Provides timestamped proof of timely action

  • Removes manual follow-up and tracking

  • Ensures nothing is forgotten or delayed

30
Step 30 of 33

Outcome for Marsh

Marsh becomes an active enabler of correct, timely execution — not just an advisor.

31
Step 31 of 33

SUMMARY: THE MARSH + KNOWBY ADVANTAGE

32
Step 32 of 33

The Combined Impact

Knowby allows Marsh to:

  • Deliver clearer, simpler instructions

  • Ensure timely completion with scheduling

  • Prove compliance and behavioural change

  • Speed up onboarding and reduce costs

  • Improve claims accuracy and turnaround

  • Reduce client risk and support better premiums

33
Step 33 of 33

Final Result

Marsh’s expertise becomes:

  • Scalable

  • Consistent

  • Measurable

  • Actionable

  • Commercially impactful

Knowby gives Marsh a powerful mechanism to deliver expertise with clarity, accountability, and repeatable excellence.