Insurance Portfolio Dashboard for Premium and Claims AnalysisInsurance Portfolio Dashboard for Premium and Claims Analysis
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Insurance Portfolio Dashboard - Power BI | $5M Premium Tracking
Client Problem: Insurance agency tracking 10K policies in Excel - no clarity on which age group claims more, which policy type is profitable.
Dashboard I Built:
Premium vs Claim Analysis by Age Group (Junior 6K vs Senior 4K)
Claim Status Breakdown: 44% Settled, 34% Pending, 22% Rejected
Claim Ratio % by Gender
Customers by Policy Type: Travel 41%, Auto 20%, Home 16%, Health 12%, Life 11%
KPIs: Total Customers 10K | Senior 4K | Junior 6K | Premium 5M
Business Impact: Client found Senior Citizens claim 2x more vs Junior, and Travel policy is top seller. Helped them re-price premiums and save $50K in risk.
Tools: Power BI, DAX, Data Modelling, Excel Timeline: 2 Days | For: Insurance Brokers / Agencies.
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