When you work in the insurance industry, you need to track KPIs like claim settlement times and customer satisfaction ratings. On one hand, you need to monitor long-term trends in customer activity. At the same time, you need to follow your team’s daily tasks. Without a business intelligence solution you can depend on, keeping track of so many key metrics can seem like an impossible task.
That’s where Bold BI comes in. With our business intelligence solution, your team can access all of the crucial insurance KPIs you rely on in one convenient location and significantly streamline your business processes. Whether you need to study financial metrics or customer retention rates, we can help you achieve your goals.
To get started, check out our sample insurance dashboards. Then, request a demo for a complete walkthrough of Bold BI.
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Insurance Dashboard Examples
Bold BI’s insurance analysis dashboard outlines an agency’s sales and profitability performance metrics. Using this insurance dashboard…
This dashboard provides an overview of a company’s insurance claims metrics. With this dashboard, viewers can answer…
Bold BI for Insurance – Common Metrics
With Bold BI’s user-friendly, fully customizable dashboards, you can track all the key performance indicators that insurance professionals depend on:
- Average time to settle a claim
- Average cost per claim
- Revenue earned per policyholder
- Loss ratio
- Expense ratio
- Customer renewal and retention rates