Insurance Claims

by Tableau



The Tableau Accelerator for Insurance Claims gives you a jumpstart to data-driven insights into your claims activities.

Claims managers can use this Accelerator to gain visibility into the claims-handling process for easier tracking of KPIs and greater transparency into agent activities.

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

  • Open Claims #
  • Claims #
  • Agents #
  • Closed Claims #
  • Reimbursed Claims #
  • Reimbursement %
  • Open Claims per Agent
  • Average Days to Close
  • Open Since (days)
  • Total Outstanding Damages
  • Total Damages
  • Total Paid
  • Deductible Amount

Required attributes

  • Claim Number (string)
  • Event Date (date)
  • Open Date (date)
  • Close Date (date)
  • Claim Status (string) ← expected values: 'Reimbursed', 'Rejected'
  • Claim Reason (string)
  • Policy Number (string)
  • Policy Holder (string)
  • Policy Type (string)
  • Business Line (string)
  • Agent (string)
  • Agent Group (string)
  • Is Closed Flag (string) ← expected values: 'Y', 'N'. 'Y' means that the claim is closed.
  • Is Reimbursed Flag (string) ← expected values: 'Y', 'N'. 'Y' means that the claim is reimbursed.
  • Damages Amount (numeric)
  • Claim Paid Amount (numeric)
  • Deductible (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year

Latin America

  • Five Acts - 3 times Partner of the Year Latin America, Five Acts has the resources to deliver the best analytics solution to your business
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal