Power BI dashboards for Insurance teams in Brisbane
Brisbane-based, operator-led reporting support for insurance teams that need clearer KPIs, less manual reporting, and numbers the business can trust.
Live insurance dashboard preview
A working illustration of the reporting we typically build for insurance clients in Brisbane and Queensland. Numbers are illustrative — yours land in the same layout once we connect your data sources.
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Insurance reporting in Brisbane and Queensland
Insurance reporting often spans claims, underwriting, broker performance, service levels, finance, and compliance data that are difficult to reconcile quickly.
Customer retention, board pack cycle time and EBITDA are the figures a board actually asks about, and they are assembled from budget models, SQL databases and SAP. When that assembly is manual, the pack is accurate on the day it is built and stale by the time it is read, and any question that was not anticipated waits until next month.
We model those sources once so the definitions hold across finance, operations and leadership, and insurance, claims, and portfolio teams can follow a number down to the transaction that caused it without commissioning a new report.
The meeting this is built for
The underwriting review meeting. Claims has frequency and severity data from the claims system. Underwriting has pricing data from the rating engine. Finance has combined ratio from the ledger. The CUO cannot see portfolio performance and pricing adequacy in one view. This reporting is built so the underwriting team reviews loss ratio, portfolio mix, and pricing trends in a single dashboard.
Who this reporting is built for
Chief Underwriting Officer
- Cares about
- loss ratio, portfolio mix, and pricing adequacy
- Frustrated by
- underwriting and claims data that require manual consolidation
- Needs to decide
- risk appetite, pricing adjustments, and portfolio management
Claims Manager
- Cares about
- claims frequency, severity, and settlement efficiency
- Frustrated by
- claims system reporting that lacks portfolio and financial context
- Needs to decide
- reserves, settlement authority, and process improvement
CFO / Finance Director
- Cares about
- combined ratio, investment income, and capital adequacy
- Frustrated by
- regulatory and management reporting requiring extensive manual work
- Needs to decide
- capital management, pricing strategy, and regulatory submissions
Distribution / Broker Manager
- Cares about
- broker performance, channel profitability, and growth
- Frustrated by
- production data disconnected from profitability analysis
- Needs to decide
- distribution strategy, commission structures, and broker management
CEO / Managing Director
- Cares about
- portfolio performance and strategic growth
- Frustrated by
- executive reporting that lacks real-time portfolio context
- Needs to decide
- market strategy, product development, and capital allocation
Risk / Compliance Manager
- Cares about
- regulatory compliance, APRA reporting, and risk exposure
- Frustrated by
- compliance data requiring manual assembly from multiple systems
- Needs to decide
- compliance priorities, risk controls, and reporting improvements
What's going wrong now
Each department presents performance differently.
The board pack takes days to assemble from multiple sources.
Definitions change between reporting periods.
The executive team cannot self-serve without requesting analysis.
Financial and operational data never align on first review.
What changes after this is built
Common insurance reporting problems
MYOB and Dynamics 365 Finance each hold part of the same answer and disagree on the total
Cash flow and budget variance are calculated differently by finance and operations, and both are defended
Reporting still depends on Excel workbooks, manual checks and copied values
There is no clean single view by entity, business unit and portfolio
Review meetings lose time validating the data before the decision can start
Working capital arrives after the window in which anyone could have acted on it
Too much of the reporting lives with one person, or in one undocumented workbook
Existing Power BI reports are slow, stale, or quietly not trusted
Managers cannot drill into a number without asking someone to rebuild the report
Assembling insurance reporting takes longer than reviewing it does
Board and investor packs still depend on spreadsheet assembly
Leadership cannot move from the summary to the cause quickly enough
What changes
What this work typically achieves
What that usually looks like in Insurance
What people notice day to day
Used in every board meeting
Leadership self-serves without requesting analysis
Pack preparation is now hours, not days
Book a reporting clarity call
You'll leave with a written action plan: speed issues, KPI drift, governance gaps, and a practical 30-day fix path.
Systems and data sources we connect
Reporting friction often starts because the right data sits across disconnected platforms. We connect the sources that matter for insurance reporting.
Core finance and planning systems
Commercial and operational inputs
Reporting data sources
What we build for insurance teams
Executive scorecards
A sharper leadership view across revenue, margin, cash, operational health, and accountability.
Board reporting packs
Reduce manual preparation and improve consistency across monthly and quarterly packs.
Financial and operational bridge reporting
Bring finance and operating drivers into one reliable view.
Entity, portfolio, or business unit comparison
Make it easier to compare performance on a like-for-like basis.
Forecast versus actual tracking
Expose variance sooner and improve management conversation quality.
KPI governance dashboards
Create a practical structure around definitions, ownership, and accountability.
Key insurance KPIs and decision metrics
Executive performance
- EBITDA
- gross margin
- cash flow
- budget variance
- working capital
- return on capital
Business drivers
- revenue growth
- customer retention
- pipeline value
- operating cost
- service performance
- forecast accuracy
Governance and control
- days to close
- board pack cycle time
- data quality issues
- KPI ownership
- overdue actions
- risk indicators
What becomes easier after implementation
The value is not only in the dashboard or the data model. It is in what changes day to day once reporting stops being a source of friction.
Why Roar Data for insurance reporting
Insurance reporting often spans claims, underwriting, broker performance, service levels, finance, and compliance data that are difficult to reconcile quickly.
That is the environment the reporting has to survive, so we build it around how insurance, claims, and portfolio teams actually work - what gets asked in the meeting, what has to reconcile, and what breaks when one person is on leave.
We are Brisbane-based and work across Queensland and the rest of Australia. For insurance that matters less for proximity than for availability: someone who will sit in the review where the numbers get argued about, rather than only in the handover.
The test is whether the reporting still gets opened six months later without us. If it needs a specialist to maintain, it was built wrong.
Insurance reporting FAQs
Which systems can you connect Power BI to for insurance reporting?
Which insurance reporting metrics do you model first?
Can you fix an existing insurance Power BI setup rather than rebuild it?
Can you report across multiple business units?
Do you need to understand insurance reporting to build it?
Talk through your insurance reporting
If your reporting still depends on manual work, spreadsheet fixes, or numbers people do not fully trust, we can map out a practical way forward.
Our services
Power BI Consulting
Roar Data helps Australian organisations eliminate spreadsheet reporting, unify fragmented systems and deliver real-time executive, financial and operational dashboards using Microsoft Power BI.
Explore servicePower BI Managed Services
Ensure your dashboards stay accurate, secure and performance-ready with proactive Power BI monitoring, optimisation and continuous improvement.
Explore servicePower BI Training Brisbane
Practical Power BI training for Brisbane teams that need reports to be maintainable, commercially useful, and easier to run day to day.
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