Excel for Insurance Archives - PK: An Excel Expert

Insurance Tech Startups Dashboard in Excel

June 25, 2026June 25, 2026 PKComments Off

Insurance Tech Startups Dashboard in Excel is a ready-to-use workbook for tracking insurtech startup funding, policies sold, active policies, claims processed, claim payouts, premium revenue, operating cost, burn rate, and

VBA

Travel Insurance Request Tracker in Excel

May 5, 2026May 5, 2026 PKComments Off

Managing corporate travel insurance requests across a busy team often turns into a tangle of email threads, shared spreadsheets, and missed renewals. The Travel Insurance Request Tracker in Excel replaces

Dashboard

Insurance Brokers KPI Dashboard in Excel

May 1, 2026May 1, 2026 PKComments Off

The insurance brokerage industry manages over $300 billion in annual premiums globally, yet most brokerages with 5 to 200 employees still rely on manual Excel tracking or expensive agency management

Dashboard

Reinsurance KPI Dashboard in Excel

April 14, 2025April 14, 2025 PKComments Off

Reinsurance is a crucial component of the insurance industry, designed to help insurance companies manage risk. One of the most efficient ways to track and manage the performance of a