https://github.com/pngo1997/axa-xl-insurance-bi-dashboard
Provides a comprehensive analysis of insurance submissions, approvals, compliance rates, and profitability for AXA XL Insurance.
https://github.com/pngo1997/axa-xl-insurance-bi-dashboard
bi-analytics bi-dashboard business-analytics data-analysis filtering performance-analysis powerbi segmentation visualization
Last synced: 3 months ago
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Provides a comprehensive analysis of insurance submissions, approvals, compliance rates, and profitability for AXA XL Insurance.
- Host: GitHub
- URL: https://github.com/pngo1997/axa-xl-insurance-bi-dashboard
- Owner: pngo1997
- Created: 2025-02-07T00:18:26.000Z (4 months ago)
- Default Branch: main
- Last Pushed: 2025-02-22T00:41:49.000Z (3 months ago)
- Last Synced: 2025-02-22T01:25:07.271Z (3 months ago)
- Topics: bi-analytics, bi-dashboard, business-analytics, data-analysis, filtering, performance-analysis, powerbi, segmentation, visualization
- Homepage:
- Size: 6.04 MB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
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README
# 📊 AXA Insurance Dashboard
## 📌 Overview
This dashboard provides a comprehensive analysis of insurance submissions, approvals, compliance rates, and profitability for **AXA XL Insurance**. It enables stakeholders to monitor key performance metrics, assess team productivity, and analyze premium distribution across different product types.
## 🔢 Key Metrics
### 📌 **Submission & Approval Overview**
- 📝 **Submission Count**: **10K**
- ✅ **Approval Rate**: **33.73%**
- 📏 **SLA Compliance Rate**: **64.66%**
- ⚠️ **Loss Ratio**: **74.34%**
- 📊 **Capacity Utilization**: **62.54%**
- 💰 **Profitability Indicator**: **$237.36M**
## 🚀 Performance Insights
### 📈 **Team Performance**
- 📌 Box plot visualization of **Submissions Handled** by different teams.
- 📊 Helps identify **productivity patterns** and areas for efficiency improvements.
### 🏆 **Top Performers**
- Displays high-performing agents based on:
- 📑 **Submissions Count**
- ✅ **Approval Rate**
- 📊 **Productivity Score**
- 💰 **Total Premium ($)**
- ⏳ **Avg Handling Time (Days)**
### 📊 **Submission Status**
- Breakdown of **submission outcomes**:
- ✅ **Approved**
- ❌ **Declined**
- ⏳ **In Process**
- **Donut Chart** representation for quick insights.
### 🌍 **Expense, Loss, Profit & Claims by State**
- 📌 **Line Chart** visualizing financial performance across multiple states (**MI, CA, TX, GA, OH, FL, etc.**).
- Tracks **Expense, Loss, Profit, and Claims Ratio**.
### ⏳ **Average Time Spent on Decision-Making**
- Analyzes time spent in different stages:
- 📝 **Initial Reviews**
- ⚠️ **Risk Assessment**
- ✅ **Final Decision**
- Segmented by **Product Type**:
- 💼 **Financial Lines**
- 🏗 **Specialty**
- 🏠 **Property**
- 🚗 **Casualty**
### 📊 **Premium Volume Distribution**
- **Pie Chart** showing **premium allocation** across different **insurance product types**:
- 🚗 **Casualty**
- 🏠 **Property**
- 💼 **Financial Lines**
- 🏗 **Specialty**
### 📏 **SLA Compliance**
- 📌 **Bar Chart** illustrating **SLA (Service Level Agreement) compliance** by product type.
- Differentiates between **on-time** vs. **late** submissions.
## 🎯 How to Use
1. **Filter Data**:
- 📍 Use **sidebar options** to filter by **Region** and **Month**.
- 📊 View performance based on **Product Types, Risk Tiers, States, and Teams**.
2. **Interpret Visuals**:
- 🔍 Identify **approval trends, profitability drivers, and team performance**.
- ⏳ Analyze **decision-making delays** and **compliance trends**.
## 🚀 Future Enhancements
- 🔎 **Drill-down capabilities** for **state-wise premium analysis**.
- 🤖 **Predictive modeling** for **risk assessment**.
- 🎨 **Enhanced visualization** with **interactive filters**.