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EPC Group

Enterprise Microsoft consulting with 28+ years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive - Suite 830
Houston, TX 77056

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Insurance Power BI Consulting | Claims & Actuarial Analytics

Expert Microsoft consulting and implementation

HomeServicesPower BI ConsultingInsurance
Insurance Analytics & Intelligence

Power BI for Insurance

Transform insurance operations with purpose-built Power BI solutions. Claims analytics, actuarial dashboards, underwriting intelligence, loss ratio tracking, and agent performance monitoring for carriers, MGAs, and agencies.

Schedule a ConsultationView Insurance Case Studies
25%
Faster Claims
Reduction in average claims cycle time
40%
Fraud Savings
Increase in fraud detection and recovery rates
3-5pts
Loss Ratio Improvement
Average loss ratio reduction across P&C clients
90%+
Retention Rate
Policyholder retention with analytics-driven engagement
60+
Insurance Clients
P&C / Life / Health
All Lines Expertise
NAIC
Reporting Expertise
28+ years
Insurance IT Experience
Insurance Analytics

Comprehensive Insurance Intelligence

Purpose-built analytics covering the full insurance value chain from underwriting and policy management through claims resolution and fraud detection.

Claims Analytics & Processing

End-to-end claims visibility from first notice of loss (FNOL) through settlement. Track cycle times, adjuster workloads, reserve adequacy, litigation rates, and subrogation recovery. Identify bottlenecks that slow claims resolution and drive up expenses.

FNOL-to-settlement cycle time tracking
Adjuster workload and caseload balancing
Reserve adequacy monitoring with development triangles
Litigation rate and defense cost analytics
Subrogation and salvage recovery tracking

Actuarial Dashboards

Interactive actuarial analytics with loss development triangles, reserve projections, rate adequacy analysis, and experience rating. Provide actuaries with self-service tools for loss trending, IBNR estimation, and pricing model validation.

Loss development triangle visualization
IBNR (Incurred But Not Reported) reserve estimation
Rate adequacy and pricing analysis dashboards
Experience rating and loss ratio trending
Catastrophe modeling and exposure analytics

Policy Lifecycle Management

Track the complete policy lifecycle from quote through renewal or non-renewal. Monitor new business hit ratios, retention rates, mid-term endorsements, cancellation reasons, and book of business composition by geography and line.

Quote-to-bind hit ratio tracking by line and agent
Policy retention and renewal rate dashboards
Mid-term endorsement and cancellation analytics
Book of business composition and growth analysis
Premium leakage and billing compliance monitoring

Fraud Detection & SIU Analytics

AI-powered fraud detection scoring for claims with pattern analysis, link analysis between claimants, providers, and attorneys, and SIU (Special Investigations Unit) case management dashboards.

Claims fraud scoring and anomaly detection
Network link analysis (claimant-provider-attorney)
SIU referral and investigation tracking
Geographic fraud hot spot mapping
Fraud savings and recovery measurement
Capabilities

Insurance Analytics Features

From loss ratio monitoring and agent performance tracking to reinsurance analytics and regulatory reporting -- purpose-built for insurance organizations.

Loss Ratio & Combined Ratio

Real-time monitoring of loss ratios, expense ratios, and combined ratios by line of business, state, and agency with trend analysis.

  • Loss ratio by LOB and territory
  • Expense ratio component analysis
  • Combined ratio trending
  • Accident year vs. calendar year views

Agent & Producer Performance

Track agent production, retention rates, loss ratios, and profitability. Identify top performers and optimize commission structures with data.

  • Agent production scorecards
  • Retention rate by agent and agency
  • Agent loss ratio comparisons
  • Commission and bonus tracking

Underwriting Intelligence

AI-enhanced underwriting analytics with risk scoring, portfolio exposure analysis, and rate adequacy monitoring to improve underwriting profitability.

  • Risk scoring model visualization
  • Portfolio concentration and exposure
  • Pricing deviation tracking
  • Underwriter workload and turnaround

Reinsurance Analytics

Treaty and facultative reinsurance dashboards tracking ceded premium, recoveries, aggregate exposure, and reinsurer performance.

  • Treaty utilization monitoring
  • Ceded premium and recovery tracking
  • Aggregate exposure vs. attachment points
  • Reinsurer financial strength tracking

Regulatory & NAIC Reporting

Automated NAIC annual statement preparation support, state filing compliance tracking, and market conduct exam readiness dashboards.

  • NAIC annual statement data preparation
  • State filing compliance tracking
  • Market conduct exam preparation
  • Rate filing and form approval monitoring

Customer Experience Analytics

Policyholder satisfaction tracking, NPS scoring, complaint analysis, and digital adoption metrics to improve customer retention.

  • Net Promoter Score (NPS) tracking
  • Complaint volume and resolution metrics
  • Digital self-service adoption rates
  • Customer journey friction analysis
Use Cases

Insurance Analytics Solutions

Proven Power BI solutions for P&C carriers, life and annuity companies, health insurers, MGAs, and insurance agencies of all sizes.

Property & Casualty Carriers

Comprehensive P&C analytics covering personal and commercial lines with loss ratio monitoring, CAT exposure tracking, underwriting profitability by territory, and claims severity trending. Track combined ratios by line of business and state.

Combined ratio tracking
CAT exposure analysis
Territory profitability
Severity trending

Life & Annuity Carriers

Mortality experience analysis, lapse rate tracking, product profitability dashboards, and distribution channel effectiveness. Monitor in-force block performance and new business production metrics.

Mortality experience analysis
Lapse rate monitoring
Product profitability
Distribution analytics

Health Insurance Analytics

Medical loss ratio (MLR) monitoring for ACA compliance, utilization management dashboards, network adequacy analytics, and member engagement tracking across individual, group, and government programs.

Medical loss ratio (MLR)
Utilization management
Network adequacy
Member engagement

Managing General Agents (MGAs)

Production tracking by carrier, binding authority utilization, commission reconciliation, and book of business analytics for MGAs and wholesale brokers managing multiple carrier appointments.

Carrier production tracking
Authority utilization
Commission reconciliation
Book composition

Insurance Agencies & Brokerages

Agency management dashboards for production tracking, retention analytics, pipeline management, and carrier relationship monitoring with revenue forecasting and producer performance scorecards.

Producer scorecards
Retention analytics
Pipeline tracking
Revenue forecasting

Workers Compensation Analytics

WC-specific dashboards tracking experience modifications, claim frequency and severity by class code, return-to-work analytics, and premium audit results with NCCI compliance monitoring.

Experience mod tracking
Class code analysis
Return-to-work rates
Audit results tracking
Why EPC Group

Insurance Analytics Expertise You Can Trust

With deep insurance domain expertise and 28+ years of Microsoft technology experience, EPC Group delivers analytics solutions that understand the nuances of insurance operations, actuarial science, and regulatory requirements.

Insurance Industry Specialization

Deep domain expertise in P&C, life, health, and specialty lines with consultants who understand insurance operations, actuarial science, and regulatory requirements.

Compliance-Ready Architecture

Solutions designed for state insurance department requirements, NAIC reporting, SOX compliance, and data privacy regulations (CCPA, state-specific).

28+ years Insurance IT

Extensive experience serving national carriers, regional mutuals, MGAs, and agency networks with enterprise-grade analytics solutions.

Policy Admin Integration

Proven integration with Guidewire, Duck Creek, Majesco, Applied Systems, Vertafore, and legacy policy administration systems.

Ready to Transform Insurance Analytics?

Schedule a free consultation to discuss your carrier, MGA, or agency's analytics needs and how we can improve your loss ratio and operational efficiency.

  • Free 30-minute consultation
  • Claims analytics assessment
  • Loss ratio improvement analysis
  • Custom analytics roadmap
Schedule Your Free Consultation

Transform Your Insurance Analytics Today

Join insurance carriers and agencies using EPC Group's Power BI solutions to improve loss ratios, accelerate claims processing, and drive profitable growth.

Schedule a ConsultationView Insurance Case Studies