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Insurance Analytics Dashboard — Power BI

Business Problem

PRISM Insurance Pvt. Ltd. needed a single view of their policy portfolio, claim performance, and customer demographics to make faster, data-driven operational decisions.

Dashboard Preview

Insurance Dashboard

Open the PDF above to view the full dashboard

Key Metrics at a Glance

Metric Value
Total Premium Collected ₹5.98M
Total Coverage Amount ₹600.55M
Total Claim Amount ₹16.91M

Key Insights

  • Auto and Health policies contribute the highest share of premium income
  • Claim settlement rate reveals operational bottleneck in pending approvals
  • Adult age group (31–60) accounts for the largest claim burden
  • Gender distribution is roughly equal — no significant gender bias in claims
  • Pending claims in Life and Travel segments need priority attention

Business Questions Answered

  1. Which policy type generates the most premium revenue?
  2. How efficient is the company at settling claims?
  3. Which age group drives the highest claim amounts?
  4. What is the gender breakdown of policyholders?
  5. How do claim approvals vary across policy types?

Tools & Techniques

Tool Usage
Power BI Desktop Dashboard, KPI cards, donut and bar charts
DAX Claim rate, settlement % measures
Power Query Data transformation
Excel / CSV Source data — InsuranceData.csv

Files in this Repo

  • InsuranceData.csv — raw dataset
  • Insurance analysis.pbix — Power BI source file
  • Insurance analysis.pdf — dashboard export

Author

Mehul Prajapati — BTech CSE, Dr. Ram Manohar Lohia Awadh University (2026) LinkedIn Portfolio


Power BI DAX Insurance Analytics KPI Dashboard Claims Analysis

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Power BI dashboard for PRISM Insurance — tracks ₹5.98M premium, ₹600.55M coverage & ₹16.91M claims across Auto, Health, Life, Travel and Home policies

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