Insurance ← Back to Software List

Data Warehouse & BI Dashboards — Insurance

Single source of truth for Life, Health, and P&C: curated data models (policy/claim/billing), near‑real‑time pipelines, semantic layer, governed metrics, self‑service dashboards, AI‑assisted insights, and data sharing — with lineage and privacy controls.

Trusted MetricsGoverned, consistent KPIs
Faster DecisionsNear‑real‑time pipelines
Self‑ServiceDashboards & ad‑hoc for users

Standard Features

Domain Data Models

Subject areas for policy, claims, billing, commissions, reinsurance, and finance.

Pipelines & CDC

Batch/stream ingestion, change‑data‑capture, and late‑arriving handling.

Semantic Layer

Business views, reusable metrics, and row/column security.

Dashboards Library

Sales, underwriting, claims, billing, solvency/RBC, and provider scorecards.

Ad‑Hoc Analytics

Explore, pivot, drill‑through/anywhere, and saved queries.

Data Quality & SLAs

Rules, alerts, quarantines, and freshness/completeness SLAs.

Lineage & Catalog

End‑to‑end lineage, glossary, ownership, and documentation.

AI‑Assisted Insights

Anomaly detection, narratives, and automated alerts.

Data Sharing & APIs

Secure data products for partners/regulators and API access.

Security & Privacy

Masking/tokenization, consent, and audit trails.

Ops & Cost Control

Workload/compute governance, usage dashboards, and budgets.

Integrations

PAS/Claims/Billing, CRM, finance/GL, market data, and external data.

Business Benefits

Executive & Finance

Board‑ready KPIs, RBC/solvency views, premium & loss analysis, expense monitoring.

Distribution & Marketing

Agent performance, campaign ROI, lead‑to‑policy funnel, cross‑sell & lapse risk.

Underwriting

Price adequacy, risk mix, hit ratio, loss ratios by segment, referral/turnaround times.

Claims & Health

Frequency/severity, leakage & recovery, provider scorecards, turnaround & customer outcomes.

Operations & Service

SLA compliance, backlog heatmaps, complaint trends, and staffing insights.

Risk & Compliance

Audit‑ready lineage, access controls, retention rules, and regulator reporting packs.

Technology & Integration

ETL/ELT & Streaming Semantic Layer BI Tools Catalog & Lineage Security/Masking API‑First & SSO

What You Get

Free customization (models & KPIs) Trial access until go‑live Annual maintenance incl. change requests Migration/import tools & training On‑prem or cloud
Ready to customize
Make decisions on trusted, fresh data—company‑wide.
Share your current KPIs and sources — we’ll stand up the warehouse schema and initial dashboards for a pilot.
Request Free Customization