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.