About This Product
Stop juggling messy spreadsheets and losing sleep over hidden risk indicators. This dashboard brings every critical insurance KPI into one clear, real-time view.
This template eliminates manual reporting by automatically calculating loss ratios, policy counts, risk exposure, and more. It turns fragmented data into a strategic overview, helping you spot trends and make decisions faster — all within Notion.
## What's Included
- Pre-built KPI database with automatic calculations for loss ratio, combined ratio, premium growth, and claims frequency
- Dynamic risk heatmap that color-codes portfolio segments by severity
- One-click report views: monthly, quarterly, and year-to-date comparisons
- Integrated action tracker to log risk mitigation tasks and owner assignments
- Customizable property/damage category fields for any insurance line (P&C, life, health)
Key Features
- Stop juggling messy spreadsheets and losing sleep over hidden risk indicators
- This dashboard brings every critical insurance KPI into one clear, real-time view
- This template eliminates manual reporting by automatically calculating loss ratios, policy counts, risk exposure, and more
- It turns fragmented data into a strategic overview, helping you spot trends and make decisions faster — all within Notion
- ## What's Included
- Pre-built KPI database with automatic calculations for loss ratio, combined ratio, premium growth, and claims frequency
- Dynamic risk heatmap that color-codes portfolio segments by severity
- One-click report views: monthly, quarterly, and year-to-date comparisons
- Integrated action tracker to log risk mitigation tasks and owner assignments
- Customizable property/damage category fields for any insurance line (P&C, life, health)
## Who Is This For
- Insurance brokers who need to present clear portfolio health to clients
- Risk managers tracking exposure across multiple business units
- Underwriters monitoring policy performance and loss trends
- Claims analysts wanting a live dashboard of open claim status and reserve adequacy
## How It Works
Duplicate the template into your Notion workspace, then add your data via the simple input tables or import from CSV
- The dashboard automatically populates with calculated KPIs, charts, and risk ratings — no formulas or coding required
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