Insurance · Power BI template
Insurance Claims Power BI template
Dark Power BI insurance claims dashboard template: open claims, incurred losses, loss ratio and cycle time, a claim-journey funnel and large-loss register.
By Nawaf Sharaf · Founder & Reliability Engineer · Updated
Free for commercial useLight version: same layout, colours re-solved and checked for WCAG AA contrast.
BetaOpens in Power BI Desktop with 6 tables of sample data and every visual bound. See what’s inside
Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).
- Layout
- Gradient band header, 5 KPIs, reported vs closed trend + loss-ratio bars, claim-journey funnel + large-loss register
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- Ocean Deep
Open the sample-data PBIP in Power BI Desktop
Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).
- 1
Unzip to a short path and open the .pbip
Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.
- 2
Select Refresh once
The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.
- 3
Save as .pbix or connect your data
Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.
What’s inside the Insurance Claims sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
320 claims on a fictional general insurer's five personal and commercial lines, reported November 2025 to October 2026, with current stage, incurred and paid amounts, close dates and reopenings, plus monthly earned premium by line and region for the loss ratio. Units: Pounds sterling; cycle time in calendar days.
Tables and columns
Calendar
Date table · 2025–2026, one row per dayDate table generated in Power Query (List.Dates), marked as the model's date table.
- Date (date)
- Year (whole number)
- Quarter (text)
- Month (text)
- Month Name (text)
- Week Start (date)
- Weekday (text)
- Fiscal Year (text)
Line of Business
Dimension · 5 rowsInsurance lines.
- Line of Business (text)
Region
Dimension · 4 rowsClaims-handling regions.
- Region (text)
Claim Stage
Dimension · 5 rowsClaim journey stages in order.
- Stage (text)
- Stage Order (hidden, used by DAX) (whole number)
Claims
Fact · 320 rowsOne row per claim. Closed Date and Cycle Days are blank while the claim is open; Incurred = paid + outstanding reserve.
- Claim No (text)
- Date (date)
- Line of Business (text)
- Region (text)
- Stage (text)
- Stage Order (whole number)
- Incurred (decimal)
- Paid (decimal)
- Closed Date (date)
- Cycle Days (whole number)
- Reopened (whole number)
Earned Premium
Fact · 240 rowsMonthly earned premium per line and region.
- Month (date)
- Line of Business (text)
- Region (text)
- Earned Premium (decimal)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Claims[Date] → 'Calendar'[Date]
- Claims[Closed Date] → 'Calendar'[Date](inactive)
- Claims[Line of Business] → 'Line of Business'[Line of Business]
- Claims[Region] → Region[Region]
- Claims[Stage] → 'Claim Stage'[Stage]
- 'Earned Premium'[Month] → 'Calendar'[Date]
- 'Earned Premium'[Line of Business] → 'Line of Business'[Line of Business]
- 'Earned Premium'[Region] → Region[Region]
DAX measures
All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.
Claims ReportedClaims notified (by reported date).
Claims Reported =
COUNTROWS ( Claims )Format string: #,0
Claims ClosedClaims closed, counted in the month they closed (inactive Closed Date relationship).
Claims Closed =
CALCULATE ( COUNTROWS ( Claims ), USERELATIONSHIP ( Claims[Closed Date], 'Calendar'[Date] ) )Format string: #,0
Open ClaimsClaims not yet settled.
Open Claims =
CALCULATE ( COUNTROWS ( Claims ), ISBLANK ( Claims[Closed Date] ) )Format string: #,0
Incurred LossesPaid plus outstanding reserves.
Incurred Losses =
SUM ( Claims[Incurred] )Format string: £#,0
Earned PremiumPremium earned in the period.
Earned Premium =
SUM ( 'Earned Premium'[Earned Premium] )Format string: £#,0
Loss RatioIncurred losses over earned premium.
Loss Ratio =
DIVIDE ( [Incurred Losses], [Earned Premium] )Format string: 0.0%
Avg Cycle DaysDays from notification to settlement for closed claims.
Avg Cycle Days =
AVERAGE ( Claims[Cycle Days] )Format string: 0
Claims Reaching StageClaims that reached this stage or a later one (funnel).
Claims Reaching Stage =
VAR StageNo = MAX ( 'Claim Stage'[Stage Order] )
RETURN
CALCULATE ( COUNTROWS ( Claims ), REMOVEFILTERS ( 'Claim Stage' ), Claims[Stage Order] >= StageNo )Format string: #,0
Reopened %Closed claims later reopened.
Reopened % =
DIVIDE ( SUM ( Claims[Reopened] ), [Claims Closed] )Format string: 0.0%
What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| Line of businessSlicer | Slicer | 'Line of Business'[Line of Business] |
| RegionSlicer | Slicer | Region[Region] |
| Open claimsCard | Card | [Open Claims] |
| Incurred lossesCard | Card | [Incurred Losses] |
| Loss ratioCard | Card | [Loss Ratio] |
| Avg cycle time (days)Card | Card | [Avg Cycle Days] |
| Reopened claims %Card | Card | [Reopened %] |
| Claims reported vs closedLine chart | Line chart | Calendar[Month], [Claims Reported], [Claims Closed] |
| Loss ratio by lineBar chart | Bar chart | 'Line of Business'[Line of Business], [Loss Ratio] |
| Claim journeyFunnel | Funnel | 'Claim Stage'[Stage], [Claims Reaching Stage] |
| Large-loss registerTable | Table | Claims[Claim No], 'Line of Business'[Line of Business], Claims[Stage], Claims[Date], [Incurred Losses] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- Are claims being closed as fast as they are reported?
- Which line of business has the worst loss ratio this year?
- Where do open claims stall between notification and settlement?
- Which large losses need a reserve review?
About this dashboard layout
A claims operations page has to show flow as well as cost. The trend line compares claims reported with claims closed each month; when the closed line sits below the reported line for a few months, the open inventory is growing and cycle times will follow. Closed claims are counted in the month they closed through an inactive relationship on the close date, switched on with USERELATIONSHIP inside the measure.
The five cards cover inventory (open claims), cost (incurred losses and the loss ratio against earned premium), speed (average days from first notification to settlement) and quality (the share of closed claims later reopened). Loss ratio by line of business sits next to the trend, sorted worst first.
The funnel follows the claim journey from first notification of loss (FNOL) through triage, assessment and an offer to settlement. Its measure counts claims that reached each stage or a later one, so the funnel narrows the way a journey does instead of showing where claims sit today. The large-loss register lists claims by incurred value for the weekly reserve review.
Sample data: 320 claims on a fictional insurer's motor, home, commercial property, travel and pet lines, with monthly earned premium by line and region for the loss ratio.
Visuals on the page
Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.
| Visual | Type | X | Y | Width | Height |
|---|---|---|---|---|---|
| Line of business | Slicer | 888 | 24 | 176 | 40 |
| Region | Slicer | 1080 | 24 | 176 | 40 |
| Open claims | Card | 40 | 112 | 168 | 64 |
| Incurred losses | Card | 296 | 112 | 160 | 64 |
| Loss ratio | Card | 544 | 112 | 160 | 64 |
| Avg cycle time (days) | Card | 792 | 112 | 160 | 64 |
| Reopened claims % | Card | 1040 | 112 | 160 | 64 |
| Claims reported vs closed | Line chart | 40 | 224 | 704 | 208 |
| Loss ratio by line | Bar chart | 792 | 224 | 448 | 208 |
| Claim journey | Funnel | 40 | 480 | 456 | 200 |
| Large-loss register | Table | 544 | 480 | 696 | 200 |
Custom visuals for this layout
Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.
Slot: Open claims
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn)
Slot: Claim journey
Funnel ChartSales pipeline: leads → MQLs → SQLs → opportunities → closed won
Already have a report?
Brand Makeover tries Insurance Claims first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.
Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).
Restyle my report into thisSwap a slot for a custom visual
Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.
Generate one that fits this layout.
Card · 168×64 px · bound to [Open Claims]
1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.
A Power BI card visual titled "Open claims". It sits in a 168×64 px slot on a designed report page. Match the report's brand: data colours #2DD4BF, #E8C77D, #F97A6A, #60A5FA, #A78BFA, #86EFAC; background #0E2733; text #E8F4F8; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Open Claims]; keep the same data roles so the fields drop straight in.
Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.
Colours and theme
Dark teal-blue Power BI theme with aqua, sand and coral data colours for logistics, maritime, utilities and environmental monitoring dashboards.
Use the background in an existing report
Prefer to keep your own report? Apply the design to it instead of opening the PBIP.
- 1
Download the background
Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.
- 2
Set the canvas background
Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.
- 3
Import the theme
Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.
- 4
Place your visuals
Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.
Questions about this template
Does the Insurance Claims template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 6 tables and 9 DAX measures, and every visual on the page is already bound to it. The sample: 320 claims on a fictional general insurer's five personal and commercial lines, reported November 2025 to October 2026, with current stage, incurred and paid amounts, close dates and reopenings, plus monthly earned premium by line and region for the loss ratio. The data is written into each table's Power Query step, so there is no data source or sign-in.
Is it a .pbix file?
It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.
What visuals are in the Insurance Claims template?
The page has 11 visual areas: 2 slicers, 5 cards, 1 line chart, 1 bar chart, 1 funnel, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.
Which theme does the Insurance Claims template use?
It ships with the Ocean Deep theme (dark tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.
Is there a light version of the Insurance Claims template?
Yes. Switch the preview to Light and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a light page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.
How do I use the background image in Power BI Desktop?
Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.
Can I open the PBIP project in Power BI Desktop?
Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.
Build guides for this dashboard
Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.
Dashboard job
Best Power BI Visuals for an Insurance Claims DashboardThe best Power BI visuals for insurance claims — severity distributions, pipeline Sankeys, catastrophe event…
Team
Power BI for financeVariance bridges, balance-sheet smalls, scenario sliders — the finance visuals Power BI's native waterfall and cards don't cover.
KPI cards for this layout
Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.
Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.
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Make the Insurance Claims template yours
Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.
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