Sample Insurance Reports Using Tableau

1. Total Premium vs Total Claims - Stacked Bar Chart

Below is Stacked Bar Chart that shows relation between Total Premium and Total Claims (on X-Axis) each year (on Y-Axis). Hover on any bar to get exact figures.

2. Total Premium vs Total Claims - Side by Side Bars

Here is another way to represent the Premium vs Claims data with side by side bars. This probably simplifies the view for clear visibility.

3. Total Premium vs Total Claims - Side by Side Bars with Year as Filter

This is Premium vs Claims data with side by side bars along with Year as filter so that you can see data of only years of interest.

4. Total Premium vs Total Claims - With State as Filter (Checkboxes)

This is Premium vs Claims data per state with State as filter so that you can see data of only States of interest. You can select/deselect checkboxes or click over the bar (with Ctrl key for multiselect). Click anywhere outside the bars in the graph to reset to initial view.

5. Total Premium vs Total Claims - With State as Filter (over the Map)

This is Premium vs Claims data per state with State as filter inside the Map. You can see data of states of interest by clicking over the map or bar (with Ctrl key for multi-select in map as well as bars). Click anywhere outside the bars in the graph to reset to initial view.

6. Total Premium Each Month over Entire Data

If you want to see which month was giving you how much premium collection across all the past years of business this graph does exactly the same - Like January's total across all years, February's total across all years and so on)

7. Total Premium and Claims Each Month over Entire Data with Year Filter

If you want to see which month was giving you how much premium collection along with claims made in that very month across all the past years of business this graph shows visualization of the same - Like January's total premium and claims across all years, February's total premium and claims across all years and so on). In this graph you can also apply filter on the years.

8. Running Total Premium

This graph is of Running Total of Premium collected in each state every 2 months in 2017 (by default). You can select All years or view data for a particular year.

9. Outstanding Receivables

This simple pie chart shows Outstanding Receivables for an insurance agency from Insurance Carriers and Customers.

10. Business Per Carrier

This set of pie charts below show business done by agency per carrier - Total Revenue, Received and Outstanding Receivables for each carrier (hover to see exact figure).

11. Revenue vs Expenses

Left bar chart below shows revenue of agency per year and trend line in the middle shows expenses. Right bar chart shows running total year over year to get a feel of how the company is doing over a long period or probably to calculate net worth.

12. Outstanding Producer Payments

You can switch to Pie Chart or Bar chart below to see payable producer figures.

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