Insurance Policy Optimization Dashboard

Aparna Muthukrishnan

Hello Everyone,

Please find the Insurance Policy Optimization Dashboard, which leverages historical customer data and predictive insights to analyze risk, claims, and policy opportunities. It provides a structured framework to support data-driven decision-making and helps optimize customer targeting, policy recommendations, and overall business profitability.

Health_Insurance.dva

1. Which dataset did you use?

I used a Health Insurance dataset containing customer demographics, health conditions, and claim history, along with a predictive dataset that includes risk scores, risk categories, and recommended policy types for prospective customers.

2. How did you analyze or prepare the data?

I created derived metrics such as Age Score, Health Score, and Claim Score, and calculated an overall Risk Score. Customers were then segmented into risk categories and mapped to suitable policy types for analysis.

3. Who is the intended audience for your visualization?

The dashboard is designed for insurance analysts, sales teams, and underwriting teams to support decisions related to customer targeting, risk assessment, and policy optimization.

4. What is your visualization about, and what problem does it address?

The visualization focuses on risk segmentation, claims analysis, and opportunity identification. It helps address the problem of identifying profitable customers while minimizing risk exposure.

5. Did you use any Oracle Analytics AI features?

Yes, I explored Oracle Analytics AI feature - AI Agent.

6. Did you upload your visualization image and DVA file?

Yes

Thanks,

Aparna