Sample Tableau Dashboards for Property & Casualty Insurance

 This list provides a comprehensive list of Tableau dashboard concepts tailored for a Property & Casualty (P&C) insurance company as developed by our consulting staff. Each dashboard is designed to enhance visibility, optimize operations, and support data-driven decision-making across underwriting, claims, finance, and customer experience functions. 

🏠 Underwriting & Risk Analytics Dashboards

Underwriting Performance Dashboard

Track underwriter performance and policy risk portfolios.

Key Metrics: Quote-to-bind ratio, loss ratio, exposure by line of business, premium written vs. earned.

Audience: Chief Underwriter, Risk Managers. 

Risk Exposure & Aggregation Dashboard

Visualize exposure concentration by geography and policy type.

Key Metrics: Total insured value (TIV), catastrophe risk distribution, reinsurance exposure.

Audience: Risk & Reinsurance Teams, Executive Management. 

Policy Portfolio Profitability Dashboard

Measure profitability by product, region, or agent.

Key Metrics: Combined ratio, loss ratio, renewal rate, profitability trend.

Audience: CFO, Product Managers. 

💡 Claims Management Dashboards

Claims Lifecycle Dashboard

Monitor end-to-end claim process and identify bottlenecks.

Key Metrics: Claims opened vs. closed, settlement time, backlog by adjuster.

Audience: Claims Director, Operations Manager. 

Fraud Detection & Alert Dashboard

Identify potentially fraudulent claims using data signals.

Key Metrics: Claim frequency by claimant, anomalous claim amounts, high-risk patterns.

Audience: SIU, Risk Managers. 

Catastrophe (CAT) Event Impact Dashboard

Assess claim volume and losses after catastrophic events.

Key Metrics: Claim count, insured loss, reinsurance recovery, loss heatmaps.

Audience: Claims Leadership, Actuarial Teams. 

📊 Financial & Actuarial Dashboards

Loss Ratio & Reserve Adequacy Dashboard

Provide actuaries real-time insight into reserve levels and trends.

Key Metrics: Loss ratio, IBNR changes, severity/frequency trends.

Audience: Actuarial Analysts, Finance Teams. 

Premium Forecasting & Revenue Dashboard

Track premium trends and forecast revenue.

Key Metrics: Written vs. earned premiums, renewal rates, product mix.

Audience: CFO, Product Management. 

👥 Customer & Agent Performance Dashboards

Agent Productivity & Retention Dashboard

Evaluate agent performance and retention.

Key Metrics: Policies sold, loss ratio per agent, retention rate.

Audience: Sales Directors, Distribution Managers. 

Customer Satisfaction & Retention Dashboard

Monitor customer experience and renewal trends.

Key Metrics: NPS, churn rate, claims satisfaction.

Audience: CX Managers, Marketing Team. 

⚙️ Operational & Compliance Dashboards

Operational Efficiency Dashboard

Optimize internal processes and resource utilization.

Key Metrics: Average handling time, SLA adherence, claim backlog.

Audience: Operations Leadership, PMO. 

Regulatory & Compliance Monitoring Dashboard

Ensure compliance with insurance regulations.

Key Metrics: Complaints per policy, audit findings, reporting delays.

Audience: Compliance Officers, Legal Department. 

🔮 AI & Predictive Insights Dashboards

Predictive Loss Modeling Dashboard

Visualize AI-driven forecasts for future losses.

Key Metrics: Predicted vs. actual loss ratio, risk classification, confidence intervals.

Audience: Data Science, Actuarial, Risk Management. 

Customer Lifetime Value (CLV) & Cross-Sell Dashboard

Identify profitable customers and cross-sell opportunities.

Key Metrics: CLV, renewal probability, cross-sell conversion rates.

Audience: Marketing, Product Teams. 

Executive Summary Dashboard

Provide a high-level view of enterprise KPIs.

Key Metrics: Combined ratio, claims volume, customer retention.

Audience: CEO, COO, Board Members. 

Add-On Dashboards