An interactive Power BI dashboard designed for an Insurance Company to analyze premium collections, policyholder details, claims, payouts, and investments — all in one place.
This project showcases the power of data analytics, visualization, and business intelligence in driving strategic decisions.
This Power BI report provides a complete analytical view of an insurance company’s performance.
It helps business leaders, financial teams, and analysts make data-driven decisions by tracking KPIs such as premium trends, customer demographics, claim ratios, and investment outcomes.
It visualizes crucial KPIs such as:
- Total Premium Collected
- Policy Count by Category
- Payout & Claim Ratios
- Investment vs Maturity Returns
- Annual Premium vs Protection Value
- Sales Performance by Hierarchy
- Policyholder Demographics & Details
This dashboard enables management and analysts to identify business trends, assess financial performance, and optimize strategies for better growth and customer retention.
A high-level summary of the company’s performance, showing total premium, active policies, payout ratio, and claims data.
Breakdown of policyholders by gender, location, and age group for customer segmentation.
Compares investment values with maturity amounts to assess financial performance.
Evaluates protection plans and coverage levels relative to customer premium payments.
Displays premium trends across time periods, regions, and policy types for better forecasting.
Visualizes the sales team’s structure and performance metrics using charts and matrix views.
| Aspect | Details |
|---|---|
| Tools Used | Power BI, Microsoft Excel |
| Visual Types | Pie Chart, Donut Chart, Tree Map, Stacked Bar, Area Chart, Clustered Column Chart, Line & Combo Chart, Table, and Matrix |
| Data Source | Excel datasets (included in repository) |
| Purpose | Insurance Premium and Payout KPI analysis for performance tracking and strategic insights |
| File | Tru Secure CreDebit Dashboard.pbix (can be downloaded for interactive exploration) |
- The Investment-to-Maturity ratio highlights efficiency in fund utilization.
- Top agents and branches can be identified quickly via the Sales Hierarchy view.
- Customer segmentation aids in targeted product offerings.
- Annual Premium vs Protection ratio reveals gaps in product value delivery.
This report supports:
- Strategic decision-making for product design and pricing.
- Identification of high-performing customer segments.
- Improved investment planning and payout management.
- Enhanced visualization for stakeholders and clients.
- Data Cleaning & Transformation (Power Query)
- Data Modeling & Relationships
- DAX Measures & Calculations
- KPI Visualization & Dashboard Design
- Business Intelligence & Reporting
This dashboard transforms raw insurance data into actionable insights — empowering insurance companies to make data-driven, profitable, and customer-centric decisions.
Created by: Paramesh Mandapaka
📧 mandapakaparamesh9@gmail.com
⭐ If you find this project helpful, give it a star on GitHub!