Claims Process Optimization & Data Visualization

Overview The goal of this project was to enhance claims management efficiency and transparency for a mid-sized insurance company. The organization faced recurring delays in claims processing, inconsistent data reporting, and poor visibility into agent performance. The objective was to streamline the workflow, establish accurate data tracking, and develop a unified dashboard for real-time monitoring.

Requirement Gathering: Collaborated with key stakeholders — claims officers, underwriters, and management — to identify workflow bottlenecks and performance KPIs.

Process Documentation: Developed detailed As-Is and To-Be process flow diagrams to capture the transformation path.

Data Preparation: Consolidated and cleaned claims and customer data in Excel and Power Query for consistency.

Wireframing & Design: Created mockups of the claims dashboard layout using Balsamiq to visualize insights flow.

Dashboard Development: Built a Power BI dashboard that visualized metrics such as average claim processing time, approval rates, and customer satisfaction trends.

Insight Reporting: Delivered actionable recommendations to improve process automation and reduce turnaround time.

Process Documentation (As-Is/To-Be models)

Claims Management Wireframe

Power BI Dashboard

KPI Tracking Sheet

Final Report & Recommendations

Impact The optimized claims process and data dashboard enabled management to reduce average claim processing time by 20%, increased team accountability, and improved customer experience through faster, data-backed decision-making.

Tools Used Power BI · Excel · Power Query · Balsamiq · Lucidchart