{"id":12396,"date":"2021-08-13T19:39:17","date_gmt":"2021-08-13T11:39:17","guid":{"rendered":"https:\/\/www.finereport.com\/en\/?p=12396"},"modified":"2025-09-04T14:16:13","modified_gmt":"2025-09-04T06:16:13","slug":"insurance-dashboard","status":"publish","type":"post","link":"https:\/\/www.finereport.com\/en\/dashboard-tools\/insurance-dashboard.html","title":{"rendered":"Insurance Dashboard Design: KPIs, Analytics &#038; Examples"},"content":{"rendered":"\n<p>Insurance companies offer risk management through insurance contracts, highlighting the growing concern for industry-specific, comprehensive, and reliable <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/management-reporting.html\" target=\"_blank\">data management<\/a><\/strong> and presentation in the insurance sector. Among the various methods, the insurance dashboard is one of the most commonly used for data display.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard.jpg\"><img loading=\"lazy\" width=\"1024\" height=\"590\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard-1024x590.jpg\" alt=\"insurance dashboard\" class=\"wp-image-12204\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard-1024x590.jpg 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard-300x173.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard-768x443.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard-1536x886.jpg 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/07\/insurance-dashboard.jpg 1790w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Insurance Dashboard (by <a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote\"><p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Note: The report and dashboard examples in this article are all built-in templates made by&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a>, the leading BI&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\">reporting tool<\/a>&nbsp;in the Asian-Pacific region.<\/span><\/strong><\/p><\/blockquote>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<div id=\"toc_container\" class=\"toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#1_What_is_the_Insurance_Dashboard\">1. What is the Insurance Dashboard?<\/a><\/li><li><a href=\"#2_Types_of_the_Insurance_Dashboard\">2. Types of the Insurance Dashboard<\/a><ul><li><a href=\"#21_Insurance_Claims_Dashboard\">2.1 Insurance Claims Dashboard<\/a><\/li><li><a href=\"#22_Insurance_KPI_Dashboard\">2.2 Insurance KPI Dashboard<\/a><\/li><li><a href=\"#23_Insurance_Sales_Dashboard\">2.3 Insurance Sales Dashboard<\/a><\/li><\/ul><\/li><li><a href=\"#3_Insurance_Dashboard_Software\">3. Insurance Dashboard Software<\/a><\/li><li><a href=\"#4_Conclusion_of_the_Insurance_Dashboard\">4. Conclusion of the Insurance Dashboard<\/a><\/li><\/ul><\/div>\n<h2><span id=\"1_What_is_the_Insurance_Dashboard\">1. What is the Insurance Dashboard?<\/span><\/h2>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Insurance dashboards, as one kind of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/dashboard-tools\/digital-dashboard.html\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/dashboard-tools\/digital-dashboard.html\" target=\"_blank\">digital dashboard<\/a>, are using <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/bi-tools\/business-intelligence-analytics.html\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/bi-tools\/business-intelligence-analytics.html\" target=\"_blank\">BI and analytics <\/a>to provide essential insights to empower the insurance business.<\/span><\/strong> Insurance dashboards can collect and extract relevant data from multiple sources and display them on one screen. It helps agents and brokers track progress, and monitor incomes and expenses.<\/p>\n\n\n\n<p>There are lots of benefits of insurance dashboards:<\/p>\n\n\n\n<ul><li>Monitor claims and develop a smooth claim management process<\/li><li>Analyze the risk and detect fraud&nbsp;<\/li><li>Access and control the costs<\/li><li>Display historical data in a real-time manner<\/li><li>Compare performance<\/li><\/ul>\n\n\n\n<p>Considering these, insurance dashboards are often used in business and come in different types, from <a href=\"https:\/\/www.fanruan.com\/en\/blog\/top-predictive-analytics-tools\" target=\"_blank\" rel=\"noreferrer noopener\">predictive analysis<\/a>, customer and claims analysis, <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/marketing-reports.html\" target=\"_blank\">marketing analysis<\/a><\/strong>, <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-analysis\/sales-analysis.html\" target=\"_blank\">sales analysis<\/a><\/strong>, and organization management.<\/p>\n\n\n\n<h2><span id=\"2_Types_of_the_Insurance_Dashboard\">2. Types of the Insurance Dashboard<\/span><\/h2>\n\n\n\n<h3><span id=\"21_Insurance_Claims_Dashboard\">2.1 Insurance Claims Dashboard<\/span><\/h3>\n\n\n\n<p>The insurance claim dashboard helps organizations monitor the claim handling process and trends. This kind of dashboard reports the primary claim status and analyzes the process.<\/p>\n\n\n\n<h3><span id=\"22_Insurance_KPI_Dashboard\">2.2 Insurance KPI Dashboard<\/span><\/h3>\n\n\n\n<p>An insurance <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/kpi-report.html\" target=\"_blank\">KPI dashboard<\/a><\/strong> is to measure the performance and efficiency of insurance agents. These KPIs include contract rate, bind rate, <a href=\"https:\/\/www.fanruan.com\/en\/blog\/retention-analysis-to-boost-business\" target=\"_blank\" rel=\"noreferrer noopener\">retention rate<\/a>, and so on. By using these Insurance KPIs and metrics business leaders can learn how to balance the risks and rewards that direct the future insurance business.\u00a0<\/p>\n\n\n\n<h3><span id=\"23_Insurance_Sales_Dashboard\">2.3 Insurance Sales Dashboard<\/span><\/h3>\n\n\n\n<p>The insurance <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/sales-dashboard\" target=\"_blank\">sales dashboard<\/a><\/strong> gives the leader a clear picture of key performance metrics. Most of them contain information on sales revenue and net income collected from different products.<\/p>\n\n\n\n<h2><span id=\"3_Insurance_Dashboard_Software\">3. Insurance Dashboard Software<\/span><\/h2>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\"><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/free-and-open-source-dashboard-software.html\" target=\"_blank\">Dashboard software<\/a> helps insurance institutions build <a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/interactive-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">interactive dashboards<\/a> to track the critical performance of different departments, different product lines, and different teams.<\/span><\/strong> Business people need a professional, simple, and flexible dashboard production tool to improve efficiency and reduce production costs.<\/p>\n\n\n\n<p>To meet these requirements, the <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/data-visualization\/free-and-open-source-dashboard-software.html\" target=\"_blank\">dashboard tool<\/a><\/strong> must meet at least the following requirements.<\/p>\n\n\n\n<ul><li><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Easy to Use<\/span><\/strong><\/li><\/ul>\n\n\n\n<p>Easy-to-use tools can reduce the learning cost of users and are therefore more conducive to promotion in the organization, considering that not every employee in the company understands code. For example, the Excel-like interface and drag-and-drop mode make <strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/strong> a powerful helper for most newbies.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface.png\"><img loading=\"lazy\" width=\"1024\" height=\"534\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface-1024x534.png\" alt=\"Dashboard Design Interfac\" class=\"wp-image-12398\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface-1024x534.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface-300x156.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface-768x400.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface-1536x801.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/08\/FineReport-dashboard-design-interface.png 1913w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption><a href=\"https:\/\/www.finereport.com\/en\/dashboard-tools\/dashboard-design-2.html\" target=\"_blank\" rel=\"noreferrer noopener\">Dashboard Design<\/a> Interface-<a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/figcaption><\/figure>\n\n\n\n<ul><li><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Allow Interactive Display<\/span><\/strong><\/li><\/ul>\n\n\n\n<p>I have introduced some benefits of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/interactive-report.html\" data-type=\"post\" data-id=\"11713\" target=\"_blank\"><strong>interactive reports<\/strong><\/a>. Now for the dashboard, it is mostly the same. Through parameter or data filtering, FineRport uses data tips, interactive highlighting, series interaction, online switch, coordinate scaling, and automatic refresh to realize interactive analysis.<\/p>\n\n\n\n<ul><li><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Allow Eye-Catching Visual Effect<\/span><\/strong><\/li><\/ul>\n\n\n\n<p>You can easily track KPIs from multiple business systems on the big screen and TV dashboards through various graphs and charts and gain insight into these data after analysis. <strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/strong> was born for the production of large-screen dashboards. There is no need to do additional customized development, and the cool <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/dashboard-tools\/management-dashboard-new-assistant-of-modern-management.html\" data-type=\"URL\" data-id=\"https:\/\/www.finereport.com\/en\/dashboard-tools\/management-dashboard-new-assistant-of-modern-management.html\" target=\"_blank\"><strong>management dashboards<\/strong><\/a> made by FineReport can be displayed on <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/features\/tv-dashboard\" target=\"_blank\"><strong>large screens or TV dashboards<\/strong><\/a> in various scenarios.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/Cool-visualization-Effects.gif\"><img loading=\"lazy\" width=\"570\" height=\"356\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/03\/Cool-visualization-Effects.gif\" alt=\"Visualization Widgets and Components\" class=\"wp-image-11684\"\/><\/a><figcaption>Rich visual effects-<a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/demo\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\"> Download the Template<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2><span id=\"4_Conclusion_of_the_Insurance_Dashboard\">4. Conclusion of the Insurance Dashboard<\/span><\/h2>\n\n\n\n<p>This article introduces the types of dashboards commonly used in the insurance industry: claim dashboard, insurance <a href=\"https:\/\/www.fanruan.com\/en\/blog\/kpi-dashboard-benefits-for-business\" target=\"_blank\" rel=\"noreferrer noopener\">KPI dashboard<\/a>, and insurance sales dashboard. In addition, this article introduces a useful tool. <strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">FineReport has a variety of built-in templates, and you can produce cool insurance dashboards with simple operations. If you are interested, feel free to download and try it.<\/span><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" width=\"1024\" height=\"337\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png\" alt=\"Free Trial of FineReport\" class=\"wp-image-13464\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-300x99.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-768x253.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1536x505.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en.png 1720w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This article introduces the different types of insurance dashboards commonly used and useful dashboard tools. Click to read more.<\/p>\n","protected":false},"author":1,"featured_media":12398,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6927],"tags":[],"yst_prominent_words":[280,2604,249,5148,922,185,209,2112,402,1980],"_links":{"self":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/12396"}],"collection":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/comments?post=12396"}],"version-history":[{"count":15,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/12396\/revisions"}],"predecessor-version":[{"id":19809,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/12396\/revisions\/19809"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media\/12398"}],"wp:attachment":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media?parent=12396"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/categories?post=12396"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/tags?post=12396"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=12396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}