1. Define Dashboard Goals
For a Health Insurance analytics dashboard, the focus is on understanding performance, claims, and risk profiles:
What’s the breakdown of policy types, claims, and premiums?
Which customer segments generate the highest claims ratio?
How do claim amounts and approval times vary across plans?
Are there trends in fraudulent or repeated claims?
What’s the overall financial health of the insurance portfolio?
2. Data Wrangling
Insurance claim and policy data (from CSV or SQL databases) is cleaned and aggregated.
We remove duplicates, handle missing values, and classify claims by type, region, and customer group.
Visual dashboards then reveal claim frequency, loss ratios, and performance metrics — enabling smarter risk management and portfolio optimization.
3. Communicate Insights
The health insurance dashboard is presented to analysts and decision-makers with visual summaries of claims, premiums, and loss ratios.
Interactive charts allow users to explore customer segments and identify emerging claim trends or anomalies.
4. Enable Action & Ongoing Improvement
These insights inform underwriting policies, pricing strategies, and claims process improvements.
Regular dashboard updates help insurers monitor portfolio health, detect inefficiencies, and strengthen risk management strategies.
