Use Case — Insurance
Dashboards & Visualization
Transform operational reporting into real‑time executive intelligence.
We help insurance organizations eliminate spreadsheet chaos and deliver governed, real‑time dashboards that empower leaders to make faster, more confident decisions across underwriting, claims, operations, and distribution.
The Challenge
Insurance carriers rely on timely, accurate reporting to manage risk, optimize operations, and support underwriting and claims decisions. Yet this organization was drowning in spreadsheets — each team maintaining its own reports, metrics, and data sources.
This created:
- Massive manual reporting workloads across underwriting, claims, and operations
- No real‑time visibility into performance or emerging risks
- Conflicting metrics and inconsistent definitions across teams
- Slow, error‑prone reporting cycles that delayed decision‑making
Leadership lacked a single, trusted view of the business — making it difficult to respond quickly to market changes or operational bottlenecks.
Insurance Reality:
When reporting lives in spreadsheets, leaders operate with blind spots — and opportunities slip through the cracks.
When reporting lives in spreadsheets, leaders operate with blind spots — and opportunities slip through the cracks.
What We Found
Our assessment uncovered several root causes behind the organization’s reporting challenges:
- Dozens of disconnected spreadsheets used as primary reporting tools
- No governed semantic layer to standardize metrics across teams
- Underwriting, claims, and operations each maintaining their own data logic
- Limited automation, resulting in hours of manual data manipulation
- No real‑time dashboards to support proactive decision‑making
These issues prevented the organization from scaling analytics, improving operational efficiency, or delivering timely insights to executives.
Our Approach
We modernized the organization’s reporting ecosystem by building governed semantic models and executive‑ready dashboards that delivered real‑time visibility across underwriting, claims, and operations.
Executive Dashboards
We designed dashboards that delivered real‑time visibility into underwriting performance, claims trends, operational bottlenecks, and financial metrics.
These dashboards provided:
- Real‑time KPIs for underwriting, claims, and operations
- Drill‑through views for root‑cause analysis
- Trend analysis for loss ratios, claim cycle times, and premium growth
- Executive scorecards aligned to strategic priorities
Leaders gained the ability to make faster, more informed decisions.
Why It Matters:
Dashboards aren’t just visuals — they’re decision systems. When built correctly, they eliminate blind spots and accelerate performance.
Dashboards aren’t just visuals — they’re decision systems. When built correctly, they eliminate blind spots and accelerate performance.
Semantic Models
We built governed semantic models that standardized metrics across underwriting, claims, and operations — eliminating conflicting definitions and ensuring every dashboard told the same story.
This included:
- Standardized dimensions and facts across insurance domains
- Consistent business rules for underwriting, claims, and financial metrics
- AI‑ready, flattened semantic views for dashboards and automation
- Data quality checks and lineage transparency
These models became the foundation for scalable, trustworthy reporting.
The Outcomes
With governed semantic models and real‑time dashboards in place, the organization transformed its reporting capabilities:
- Manual reporting reduced by more than half
- Real‑time visibility into underwriting, claims, and operations
- Standardized metrics adopted across business units
- Faster, more confident decision‑making at every level
The organization moved from spreadsheet‑driven reporting to a modern, scalable analytics ecosystem.
Ready to Modernize Your Reporting?
If your insurance organization is struggling with spreadsheets, inconsistent metrics, or slow reporting cycles, we can help you build real‑time dashboards and governed semantic models that accelerate performance.