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Dashboard Overview

This insurance dashboard shows customers by age group along with gender percentage, policy type, and years. They can also compare yearly status and observe the time taken for different types of claim settlements.

The annual premium vs claim vs profit analysis displays the company’s overall progress. It also shows how many claims are open and closed. The month-wise claim section with description and count allows insurance companies to access granular data, helping mid-management to identify opportunities and weaknesses.

This information-rich dashboard offers an at-a-glance view to help ease the decision-making process, formulate growth strategies, and extract insights based on the data.

Note: This is Tableau Data Representation for insurance companies.

Live Dashboard

Main Features

Claims monitoring

Claims Trends

Financial Metrics

Data Analysis by Age, Gender, and Policy Type

Patient Demographics

Policy Performance 

Utilization Rates 

Risk Assessment 

Annual Premium vs Claim vs Profit Tracking

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Goals

Our goal with the Healthcare Insurance Analysis Dashboard was to cater to a wide range of stakeholders within the insurance industry. We aimed to provide critical insights that improve operations, manage risks better, and support strategic planning.

Objectives

Provide insights for tracking overall progress and monitoring key performance indicators.

Facilitate easy assessment of customer data and claim status to boost satisfaction.

Enable trend observation in claim settlements for informed strategic planning.

Target Audience

Insurance Company Executives and Senior Management

Claims Department

Underwriting Team

Sales and Marketing Teams

Risk Management and Actuarial Teams

Customer Service and Support Teams


KPIs

Total Customers

Total Claim Amount

Total Premium Amount

Target Achieved in Current Year

Total Claims by Status

Total Client by State

Annual Premium vs Claim vs Profit

Total Claims by Month and Claim type

Average day Claim Settlement for specific Claim type

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