Insurance Metrics, Predictive Analytics & Dashboard Training
A Data analytics Course for Insurance Officials

Course Duration: 5 Days (Full-Day Workshop)

Interactive, hands-on, and practical.

Tools: Advanced Excel | PowerBI | Tableau 

Program Overview:

This training focuses on using data analytics to understand, measure, and predict insurance performance. Participants will learn how to analyze key insurance metrics, apply predictive analytics for risk and claims forecasting, and build interactive dashboards using tools such as Power BI and Tableau. The course is practical, industry-focused, and designed to support data-driven decision-making in the insurance sector.


1. What you will learn 

>> Understand and track key insurance KPIs and performance metrics 

>> Analyze claims, premiums, loss ratios, and customer data 

>> Apply predictive analytics to assess risk and forecast trends 

>> Build interactive dashboards and reports for management insights

>> Use data to support underwriting, pricing, and operational decisions


2. Target Audience

>> Finance Managers & Officers 

>> Insurance professionals (Underwriters, Claims Officers, Actuaries)

>> Data analysts and business analysts

>> Finance and risk management professionals

>> Managers and decision-makers in insurance companies


3. Methodology

>> 70% hands-on practical exercises

>> Real-world datasets and case studies

>> Step-by-step guided exercises in Excel, Power BI, and Tableau

>> Group project and presentation