Updated insurance templates for Qlik Sense


BizXcel just recently rolled out our latest update to the Insurance Templates for Qlik Sense.  With this latest release, the suite of Insurance Templates for Qlik Sense increases to 4 applications delivering 46 sheets of insurance information incorporating 170 visualizations to assist property and casualty insurance companies in turning their raw insurance data into knowledge that becomes actionable.

In this latest release, the users of Insurance Templates for Qlik Sense now have access to:

  • Agent/Broker Performance
  • Policies in Force (PIF) Analysis,
  • Earned Premiums
  • Large Loss Analysis
  • Claim Analysis with Claims Frequency, Severity and Incurred
  • Profitability Analysis
  • Discounts and Charges Analysis
  • Pending Renewals Workflow.

Application Overviews

Governance: A high level overview of key financial and insurance metrics that would be of interest to Board of Director members and Executives.  With this application’s metrics such as Gross and Net Loss Ratios, Expense Ratios, Net Income and Surplus, the financial health of the company can be monitored and analyzed.  In addition, policy count changes,  new and cancelled policies and policies in force retention rates the growth of the company can be monitored.

Insurance Operations: With this application, management and staff can analyze and monitor their insurance operations.  It focuses on business retention and growth, the impacts of discounts and charges, policies in force, profitability analysis and diagnostics, claims analysis including large loss analysis.

Agent/Broker Performance:  The Agent/Broker Performance application focuses on metrics for monitoring and managing the performance of your sales force.  Whether you are preparing for a meeting with the agent or broker or performing regular review and sending out status reports, the Agent/Broker Performance application provides focused analytics and information to get the job done.

Workflow:  The Workflow application allows for the monitoring and planning of pending work.  Understand how many renewals have been processed and how many are remaining.