Insurance Claims

This Tableau Accelerator allows you to:

• Assess your performance handling claims
• Pinpoint most impactful open claims
• Identify most effective agents
• Improve process effectiveness
• Drill-back at “Claim #” level of detail, directly in your Claim Application and take immediate actions

Demo video

Answer key business questions

• What is our total volume of claims, and how many are currently open?
• On average, how long does it take to close a claim?
• Which agent group handles the largest volume of claims?
• How many claims are closed per month broken down by agent group?
• How does the reimbursement percentage evolve per month by agent group?

Monitor and improve KPIs

Claims

• Nb Claims: Total number of claims that were created over the period
• Nb Open Claims: Total number of claims that are currently open
• Nb Closed Claims: Total number of claims that were closed over the period
• Nb Reimbursed Claims: Total number of claims that were reimbursed to customers over the period
• Claims Reimbursed %: Share of claims that were reimbursed on the total number of closed claims (expressed in %)

Damages

• Total Damages: Total amount of damages as estimated in the claims (expressed in currency)
• Total Outstanding Damages: Total amount of damages for open claims (expressed in currency)
• Total Deductible: Total amount the insured is responsible for paying toward an insured loss (expressed in currency)
• Total Paid: Total amount paid to the policy holders for their claims (expressed in currency)

Agents

• Agents #: Total number of agents that were working on claims over the period
• Nb Open Claims per Agent: Average number of claims opened over the period per working agent

Durations

• Average Days to Close: Average time it takes to close a case. It determines the effectiveness in handling claims (expressed in days)
• Open Since (days): Average number of days since claims were opened (open claims only; expressed in days)

Required attributes

• Claim Number (string): Claim unique identifier
• Event Date (date): Date when the event to which the claim relates occurred
• Open Date (date): Date the claim was opened
• Close Date (date): Date the claim was closed. Null if the claim is not closed yet
• Claim Status (string): Current status of the claim. Expected values: “Reimbursed”, “Rejected” or Null if the Claim is not closed yet
• Claim Reason (string): Reason given for the claim
• Policy Number (string): Policy unique identifier
• Policy Holder (string): Policy holder identifier
• Policy Type (string): Type of the Policy (Auto, Residential, Commercial, ...)
• Business Line (string): Business Line of the insurance product (Professional, Property, Technology, Vehicle, ...)
• Agent (string): Agent working on the claim
• Agent Group (string): Grouping of Agents processing the claims (Back Office, Front Office, Fraud, Inspection experts,...)
• Is Closed Flag (string): Indicates whether the case is closed or not. Expected values: “Y”, “N”. “Y” means that the claim is closed
• Is Reimbursed Flag (string): Indicates whether the amount claimed has been refunded. Expected values: “Y”, “N”. “Y” means that the claim is reimbursed
• Damages Amount (numeric): The amount of damage to which the claim relates
• Claim Paid Amount (numeric): Total paid amount by the insurance provider for the claim
• Deductible (numeric): Amount the insured is responsible for paying toward an insured loss