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](https://www.youtube.com/watch?v=0YdpfI1S82I)

### 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

Insurance Claims