Tableau for Industries
Insurance analytics
Create digital-first customer experiences, leverage data-driven insights, and manage risk
Analytics in insurance: how a data-driven culture accelerates leadership and innovation
Discover how Progressive—an insurance leader at the forefront of technology, data, and analytics—established a data-driven culture and accelerated its digital transformation journey through AI-driven insights and business intelligence.
Building consistency, strengthening risk analysis, and transforming insurance with data
Since 1922, USAA has provided insurance and financial services to military and civilian members. Learn how this industry leader has unlocked the power of visual analytics to create a single source of truth to make faster, better decisions, reduce report delivery time, and build success across the organization.
We implemented Tableau in our analytics group and 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.
Alfred MathenaSenior Risk Analyst, USAA
PEMCO fuels business value through fast, accurate claims and seamless server management
Discover how PEMCO, a personal-lines mutual insurance company, uses Tableau to accurately track and monitor all of its ongoing insurance claims, significantly improving closure rates and ensuring high levels of customer satisfaction.
Swiss Life fosters a data culture and improves decision making
A leading provider of life and pensions and financial solutions, Swiss Life has placed data at the center of its business. Learn how they’re driving impactful change, better decision making, and incorporating innovative business practices.
Aon delivers fast, accurate self-serices analytics to employees around the world
Aon is a leading global professional services firm, providing a broad range of risk, retirement, and health solutions. Find out how they improved data trust, reduced time to insight, and cut development times with its flagship embedded platform, powered by Tableau.
Additional resources
Discover new sales opportunities with data-driven analytics
On-demand webinar
Tableau's insurance broker dashboard combines your policy, product holding, and claims data—empowering you with customer insights.
Digital imperative for insurance: A session with Deloitte
Webinar
Empower employees, improve customer experiences, streamline operations, reduce costs, and boost profit margins with a thriving Data Culture.
Transforming and Thriving with Data: Top 5 Dashboards for Insurance
Whitepaper
Accelerate digital transformation to improve operations, customer experiences, and risk management.
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Solutions
Featured Solution
Transform financial services contact centers with data
How can you use data to differentiate your contact center? Learn four strategies that will help you transform your service organization with analytics.
Products and use cases
CRM Analytics
Unlock the power of your data with AI-driven analytics and actionable insights.
Embedded Analytics
Deliver added value to your customers with modern self-service analytics.
Tableau Cloud
Easily share and collaborate with colleagues and customers in the cloud.
Jumpstart analysis with Tableau Accelerators
Get expert-built dashboards to address insurance-specific business needs with Accelerators on the Tableau Exchange.
Financial services webinars
Tableau Partner Network
Need help solving your toughest data challenges? We’ve got you. With more than 1,200 partners—including resellers, services, and technology—it’s easy to get the right support for your business.
Visualize insurance data
Voluntary Group Benefits Employer Portal
Discover how group benefits insurers can power a differentiated experience for employers/plan sponsors that enable self-service, lower the cost of collaboration, and accelerate the path of going from data to insights to action, resulting in higher NPS, higher participation rates, and member retention for the carrier.
Call center and policy renewal
Unlock actionable call center and policy renewal insights that allow you to visualize and better understand customer satisfaction, policy impacts, call volume, and, staffing levels giving you the tools to drive operational excellence and customer success.
Events for Financial Services
Salesforce and Tableau
A complete intelligence platform built on the world’s #1 CRM, Salesforce, CRM Analytics offers insurance companies a native analytics experience. To boost productivity, Salesforce users can surface intelligent, actionable insights—right within their workflow. Explore Salesforce solutions for insurance.
What is revenue intelligence?
CRM Analytics for financial services
Tableau for departments
Departments across organizations worldwide are empowering their people with data. Learn how departments are driving business forward with Tableau.
Technology integrations
Organizations are finding opportunities to integrate Tableau with their existing technologies to drive business forward.