Insurance

Bold BI brings all your insurance metrics into one place with fully interactive dashboards. Claims teams, underwriters, actuaries, and executives can track performance in real time and make confident, data-driven decisions.

Voice of the Customer dashboard showing customer feedback and satisfaction analytics.

Voice of the Customer Dashboard

Analyze customer feedback across claims to improve retention and CX outcomes.
Insurance Claims dashboard displaying claim volume trends and settlement metrics.

Insurance Claims Analysis

Track premiums, assured amounts, revenue sources, and more
Insurance Performance dashboard showing policy growth and revenue metrics.

Insurance Performance Dashboard

Track customer premiums, policy types, APE, and more

Why Insurance Teams Choose Bold BI

  • Real-time visibility: Track claims volume, settlement times, customer experience ratings, and financial trends in near real time.
  • Risk & performance insights: Identify loss ratios, underwriting leakage, fraud signals, and premium trends sooner than they become problems.
  • Customer-centered analytics: Monitor renewals, churn risk, NPS/CSAT, and customer lifetime value to improve retention.
  • Secure, governed analytics: Use RLS, SSO, RBAC and flexible deployment options to support governance needs.
  • Operational excellence: Assess adjuster workloads, SLA compliance, auto-assignment efficiency, and the age of backlogs.
  • Custom dashboards: Create dashboards for claims, underwriting, customer service, finance, and compliance your way.

What You’ll Track

Bold BI’s customizable dashboards put the insurance KPIs you depend on at your fingertips, making it easy to increase your team’s transparency and efficiency.

    1. Claims management performance: Track the full claims lifecycle, SLA adherence, adjuster productivity, and settlement delays to reduce cycle times and costs.
    2. Underwriting analytics: Analyze quote-to-bind ratios, turnaround times, portfolio risk distribution, and premium profitability.
    3. Customer retention insights: Monitor renewal rates, satisfaction scores, complaint trends, and policyholder lifetime value.
    4. Financial and operational metrics: Measure premium revenue trends, loss and expense ratios, reserve forecasting, and cross-sell or upsell opportunities.

Bold BI for Insurance – Common Metrics

With Bold BI, you can keep an eye on the KPIs that matter most, like:

  • Average claim settlement time
  • Average cost per claim
  • Revenue per policyholder
  • Loss ratio and expense ratio
  • Customer renewal and retention rates
  • Claims frequency and severity
  • Fraud detection indicators
  • Underwriting accuracy and turnaround time
  • Policy growth trends

Whether you work in customer service, underwriting, or claims, every dashboard may be completely customized to meet the workflow of your team.

How It Works (Quick Setup)

  • Connect your data from policy management systems, Excel files, SQL databases, and claims processing systems.
  • Choose an insurance dashboard sample or start from a blank canvas.
  • Blend policy, claims, and financial data. This provides insight into risk exposure, premium trends, and claims ratios. It also helps identify areas impacting profitability and customer satisfaction.
  • Share role-based views for underwriters, claims managers, and executives.
  • Set real-time alerts for risk indicators. Rising claim volumes, fraud detection flags, or policy lapse trends get flagged.
Trusted & recognized

Analytics that wins awards and users.

Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

RECOGNITION

Users Love Us

Visual Studio Reader's Choice - 2025

Leader - Fall 2025

High Performer - Fall 2025 EMEA

Regional Leader - Fall 2025 AMERICAS

TrustRadius Tech Cares

Capterra - 4.9/5

G2- 4.3/5

GetApp - 4.9/5

Software Advice - 4.4/5

Frequently Asked Questions

 By centralizing claim cycle times, workloads, and cost metrics—so you can cut delays, fix   bottlenecks, and build trust.
Absolutely. You can connect your own databases, Excel/SQL, cloud apps, or REST APIs to any dashboard example. Once connected, you can update the visuals, KPIs, and layout to match your exact business needs—no technical setup required.
Yes. With team-specific KPIs, filters, and access controls, each dashboard can be customized.
Yes. Bold BI supports secure embedding with RLS, SSO, and RBAC, and token authentication. You can safely share dashboards with customers, partners, or internal teams without exposing sensitive data.
Just sign up for a free trial, pick a dashboard example, and connect your data. You can customize it immediately to match your KPIs and business goals. No credit card is required start—exploring within minutes.
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