Driving Real-Time Insights in the Insurance Sector with Power BI

With Centizen’s Power BI solution, we transitioned from outdated spreadsheets to real-time dashboards. It’s now easier to detect fraud, process claims faster, and keep our customers happier than ever.

– Senior Data Analyst

A Leading Insurance Provider

A leading insurance organization delivering a comprehensive range of services, including policy issuance, claims processing, customer service, and fraud detection. Operating across multiple regions, the company is known for its commitment to innovation, regulatory compliance, and customer-centric solutions in a dynamic and competitive insurance landscape.

Onboarding & Requirements Gathering

Centizen’s Power BI consultants were onboarded to understand existing reporting challenges, business KPIs, and data sources. A quick assessment was done to identify opportunities for automation, AI-driven insights, and dashboard improvements.

Data Integration & Model Setup

Data from Azure SQL, internal systems, and third-party platforms was connected using Power BI Dataflows. The team developed clean, optimized data models to support interactive reporting.

Dashboard Development & AI Visuals

Dashboards for tracking premiums, claims, fraud patterns, and customer satisfaction were developed. Features like Key Influencers, Anomaly Detection, and Power BI Copilot were added for predictive analysis and real-time insights.

Report Finalization & Collaboration Tools

Interactive visuals such as Decomposition Trees and Smart Narratives were used to enhance the user experience. Reports were integrated with Teams and SharePoint for easy access, and Row-Level Security was configured to ensure role-based access.

The deployment of Centizen’s Power BI solution led to tangible, cross-functional improvements across the insurance organization:

• Real-time dashboards enabled faster analysis and resolution of claims. Claims handlers could quickly assess status, spot delays, and act promptly, eliminating dependency on static Excel reports.
• AI-powered visuals, such as Key Influencers and Anomaly Detection, made fraud detection more accurate and proactive. Automated alerts and drill-downs supported rapid investigations.
• Sales managers gained full visibility into agent performance across regions and policy categories, uncovering new cross-sell and upsell opportunities.
• Customer engagement improved significantly due to faster claims processing and transparent policy communication, boosting customer satisfaction scores within a short period.
• Underwriters benefited from predictive dashboards that offered risk heatmaps and trend analysis, reducing manual effort and decision-making time.
• Leadership teams were equipped with a centralized, real-time KPI dashboard—accessible across devices—that streamlined executive reporting and improved strategic oversight.

Measurable Improvements

Through a focused partnership with Centizen, the company redefined its reporting landscape—automating insights and boosting efficiency across operations in just two months.