Broker Analysis Dashboard – Excel In Business

Broker Analysis Dashboard

Please select the icon above to run the Dashboard in Full Screen

Benefits & Features

Dashboard provides full analysis of Broker performance by Year of Account, As At Period, Product, Scheme, Region
Analyses includes Premiums, Claims and Loss Ratios (both Written and Earned)
Claims data can be presented and contrasted by either Incident Date (date of loss), Notification Date (from the broker) and Transaction Date (accounting date)
League table enables thorough analysis of Broker performance from either a hero (Underwriting Profit, Written / Earned Premium, Lowest Lost Ratio) perspective or a villain (Claims Incurred, Highest Loss Ratio) perspective

Data Source(s)

Any Policy Administration system from a Premiums perspective
Any Claims system, Third Party Administrator (TPA) system
Premium and/or Claims Bordereau files

MI Platform

Underlying MI Data Warehouse produced by EiB AppStudio in Microsoft Azure cloud
Power BI Models stored as Premium Per User (PPU) or Premium datasets
Excel reporting provided by connecting EiB ReportStudio in Excel 365 to the Power BI Model

Customisation

The Power BI Dashboard whilst shown above for Motor, can be easily produced for Personal Lines, Commercial Lines and other Line of Businesses (LOB)
The Power BI dashboard file will be made available to each Customer so derivatives can be easily developed by those Customers who want to own ongoing development of their Dashboards
JSON file will also be provided, so corporate branding guidelines can be applied
EiB Power BI Template also provided to provide a common methodology for developing new Dashboards