Insurance Analytics

Accelerate digital transformation with data-driven insights

Insurance organizations across the globe are turning to data to help them manage risk, build a foundation of trust, and empower a culture of learning and sharing throughout their organization. With Tableau, zero in on what matters most. Through robust data governance, security, and data source integration, leverage your analytics to react faster to the needs of the market and continue to provide optimal customer service during this critical time. Tableau is committed to helping your organization use the power of visual analytics to tackle the complex challenges and daily decisions you’re facing. Visit our COVID-19 Data Hub to learn how organizations, large and small across banking, wealth management and insurance, are leveraging Tableau as a trusted resource in this unprecedented time.

TC22 is your destination for data

Join us May 17–19, 2022 for the data event of the year, in person in Las Vegas or virtually from anywhere in the world. Learn from peers and product experts. Discover how data-driven insights can take your business to entirely new heights. Celebrate the power of data and the people who power it. When the #DataFam unites, anything is possible.

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Empowering Digital Transformation

Digital transformation is top of mind for all Financial Services organizations. Watch this video to learn how Credit Suisse, KeyBank, RBC Wealth Management, and Progressive are empowering their teams with data and insights to address ever changing customer expectations and to remain competitive for the long-term.

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Insurance is changing fast. Don't get left behind

The Insurance Imperative for Growth and Resilience

Download this whitepaper to explore how a robust Data Culture empowers employees, improves customer experiences, streamlines operations, reduces costs, and boosts profit margins. With industry-leading research, concrete examples, and compelling case studies, get the bricks and signposts you need on the otherwise overgrown path to building a data-driven organization.

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Digital Imperative for Insurance: A Session with Deloitte

Watch to see how a robust Data Culture empowers employees, improves customer experiences, streamlines operations, reduces costs, and boosts profit margins. You'll hear first-hand from our customer, Lincoln Financial Group, as their VP of Strategic Business Management & Transformation, Life Financial Management shares how to transform raw data into actionable insights to tackle the industry's biggest challenges and gain strategic advantages.

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Webinar Series: The Insurance Vault

Learn from our financial services data experts, customers, and trusted partners as they share how to use your data to respond to the most important elements of the business.

Top 5 Dashboards for Insurance

The insurance industry can’t avoid change. Challenges can strike unexpectedly. To embrace change, an important first step is prioritizing and accelerating digital transformation and data-driven efforts so that you can improve operations, customer experiences, and risk management.

See how insurance companies are using data to better manage claims, quickly detect fraud, improve service to customers.

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Manage risk with trust and speed

Identify, mitigate, and monitor risk with critical data insights. Whether it be ensuring regulatory compliance, tracking insurance fraud, or managing audit processes, leverage powerful analytics to make data-informed decisions.


Detect fraudulent claims and mitigate loss

Quickly assess potential insurance fraud and subsequent loss with annual trend monitoring, geographic hotspots, and type of coverage. Leverage your data to share key KPIs across the organization to enable business users to make data-informed decisions.

Four traits of a data-driven organization

Check out this whitepaper to learn how financial services organizations are using their analytics to manage risk with trust and speed, deliver relevant experiences that customers expect, and drive future success.

We implemented Tableau in our analytics group, and then shared it with the rest of the organization by sharing our visualizations at the executive level. The execs loved them and started asking for deeper-level visualizations, all the way down to individual groups and teams. Getting execs engaged and bought-in was key to our Tableau adoption.

Powerful analytics that drive the customer experience

Leverage powerful analytics to serve customers in a digital-first world. Use your data to better engage with policy-holders, deliver relevant offerings, and create omni-channel experiences that your customers have come to expect.

Digital Transformation is Upending the Insurance Industry

Learn how the insurance industry is being transformed with data analytics to streamline business processes, increase profits and revenues, and positively impact the customer experience.

Monitor call center and policy renewals

Leverage call center and customer renewal data to monitor customer satisfaction. Filter your customers by days until renewal, policy impacts, and agent type to best serve customer needs and take action.

Using analytics to prevent fraud, evaluate risk, and analyze performance

In this three part webinar series you will learn how leading banks, insurers, wealth managers, and capital markets firms are using Tableau to spot fraud, risk, and performance at the speed of thought. Hear from Visa about the latest fraud trends and the best ways to monitor suspicious activity. See how to use Tableau to analyze exposure by risk characteristics, identify predictive indicators to illustrate potential exposure, and visualize risk concentration by risk rating. Finally, hear from UseReady about how to use Tableau to minimize the complexity and simplify the oversight required to properly manage performance at both firm and account levels.

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Let's get technical. Bring IT into the discussion.

The modern approach to business intelligence

Learn the 7 key areas of impact to evaluate when implementing a modern approach to BI.

Evaluation Guide: How to choose the right modern BI & analytics platform

Intended for IT to use collaboratively with business users and analysts to assess modern analytics platforms.

What is Data Culture?

Your missing link to thriving in the data era

Learn more