
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)
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.
COMPLIANCE
The Compliance Challenge
Dense documentation is hard to interpret
Compliance tasks often happen late or inconsistently
Audits require proof of correct, timely action
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
Outcome for Marsh
Stronger audit readiness
More consistent adherence to Marsh’s advice
Reduced compliance risk for clients
Better outcomes for premium negotiations
RISK MANAGEMENT
The Risk Challenge
Clients often misunderstand or inconsistently apply risk controls
Hard to prove behavioural improvement to insurers
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
Outcome for Marsh
Demonstrated risk improvement
Stronger negotiating position with insurers
Deeper client reliance on Marsh’s expertise
INFORMATION DISTRIBUTION
The Communication Challenge
Manuals, PDFs, and long emails are rarely consumed
Clients and staff forget steps or misinterpret instructions
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
Outcome for Marsh
Higher engagement
Fewer mistakes
Reduced support overhead
Better-informed clients and teams
ONBOARDING
The Onboarding Challenge
High turnover requires fast, consistent training
Relying on shadowing causes variable quality
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
Outcome for Marsh
Faster time to competence
Lower training cost
Consistent output quality across all new hires
CLAIMS
The Claims Challenge
Clients often submit incomplete or incorrect information
Claims staff follow inconsistent processes
Delays increase workload and reduce client satisfaction
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
Outcome for Marsh
Faster claims
Higher accuracy
Better client experience
Lower operational cost
FAST & EASY KNOWBY CREATION
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
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
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
WHY SCHEDULING CHANGES EVERYTHING
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
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
Outcome for Marsh
Marsh becomes an active enabler of correct, timely execution — not just an advisor.
SUMMARY: THE MARSH + KNOWBY ADVANTAGE
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
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.