Reporting & Dashboards · Insurance
Reporting & Dashboards for Insurance
Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.
Why insurance businesses choose this
Reporting & Dashboards built for insurance
Insurance brokerages and agencies lose revenue when renewal reminders go out late, claims intake is manually triaged, and compliance documentation is scattered across shared drives. During busy periods, new claims queue up while staff categorise and assign them by hand, delaying resolution and frustrating policyholders. Automating claims routing, renewal sequences, and AFSL compliance tracking on Microsoft 365 improves both broker productivity and client retention.
Increase policy renewal rates by 15-20% with automated reminder sequences
Cut claims intake and assignment time from hours to minutes with auto-triage
Maintain audit-ready AFSL compliance files with automated document collection
How it works
What we actually build and deliver
We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.
The problem
What is slowing insurance businesses down
Claims intake and routing still partly manual
New claims arrive by email, phone, and online form. Someone has to read them, categorise them, and assign them — a slow, error-prone process during busy periods.
Renewal follow-up happening too late or not at all
Policy renewal reminders sent from a spreadsheet mean some clients lapse without realising, and brokers lose renewal income silently.
Broker compliance documentation is manual and fragmented
File notes, disclosure documents, and needs analysis forms are saved inconsistently across shared drives. Audit readiness requires hours of manual assembly.
What we build
Reporting & Dashboards use cases for insurance
Claims pipeline and resolution time dashboard
Policy renewal rate and lapse tracking
Broker productivity and compliance status reports
FAQ
Common questions
What data sources can you connect to?
Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.
How often does the data refresh?
Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.
Can different teams see different dashboards?
Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.
Can this connect to our policy management or broking system (WinBEAT, Insight, Applied)?
Power Automate connects via API, email triggers, or CSV exports depending on your system. We confirm compatibility during scoping.
Can automation help with AFSL compliance documentation?
Yes. Power Apps can capture, version, and store all required compliance documents, with automated alerts when documents are due for review.
Is this suitable for a mid-size brokerage of 10–30 staff?
Yes. We deliver focused projects for brokerages this size and scope only what delivers clear ROI.
Explore more
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Ready to automate your insurance business?
We will scope the work, provide a fixed price, and you decide. No obligation.