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📊 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. BI Dashboard

🔢 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.

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Provides a comprehensive analysis of insurance submissions, approvals, compliance rates, and profitability for AXA XL Insurance.

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