2 free templates · Insurance

Insurance dashboard templates for Power BI

Insurance pages follow a policy from quote to claim: written premium and hit rate for underwriters, then claim counts, cycle time and severity for the claims floor. These templates put the loss ratio and the open-claims queue on top and the line-of-business breakdown underneath.

Insurance templates

Each template downloads as a background image, a theme JSON and a PBIP project; the ones marked with sample data open in Power BI Desktop with bound visuals.

More insurance layouts are on the way. Browse all templates or start from a blank page in the Design Studio.

What a insurance dashboard should answer

  1. What is the loss ratio by line of business, and is it moving?
  2. How many claims are open, and how long have they been open?
  3. Which quotes convert to bound policies, and at what price?
  4. Where are large losses coming from?

Layout advice

Separate frequency from severity: a loss ratio that worsens because of three large claims needs a different page from one driven by many small ones. Show claim ages in bands and keep reserves out of the same chart as paid amounts.

Check any layout with the Design Check in the Design Studio (contrast, grid, gutters), and pick a contrast-checked theme to match.

Beyond the template

Custom visuals and dashboard recipes for the same team.

Templates for other departments

Keep exploring

Make a insurance page your own

Open a template in the Design Studio to change colours, fonts, logo and layout, then export the background, theme JSON and PBIP project.

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