New: NextGenTemplates Academy - video courses on Excel formulas with AI and Pivot Tables & dashboards. Early-bird: 20% off with code EARLYBIRD20 - first 20 orders only. See the courses →
  • Learn Excel (Free Course)
    • 1. Shortcut Keys
    • 2. Fill & Flash Fill
    • 3. Find & Replace
    • 4. Sort & Filter
    • 5. Formulas & Functions
    • 6. Data Validation
    • 7. Conditional Formatting
    • 8. Basic Charts
    • 9. Advanced Charts
    • 10. Pivot Tables
    • 11. Excel Dashboards
    • 12. VBA Course
    • 13. Excel Formulas with AI
  • Templates
  • Tutorials
    • Charts and Visualization
    • VBA
    • Excel Tips and Tricks
    • Excel Dashboards
    • Power Pivot & DAX
  • Power BI
  • Template Store
    • Ready to Use Templates
  • Courses
  • Academy
    • Excel + AI Mastery: 100 Formulas
    • Excel Pivot Tables & Dashboards
  • About Us
  • Contact Us

PK: An Excel Expert

Transforming Data into Decisions

Tag: Excel Insurance Dashboard

Dashboard Templates

Agri Insurance Dashboard in Excel

August 11, 2026August 11, 2026 PKComments Off on Agri Insurance Dashboard in Excel
Agri Insurance Dashboard in Excel is a ready-to-use reporting template for crop insurance teams that need to monitor premiums, paid claims, sum insured, policy count, insured area, settlement performance, loss
Read More
Dashboard Templates

Peer to Peer Insurance Dashboard in Excel

July 21, 2026July 21, 2026 PKComments Off on Peer to Peer Insurance Dashboard in Excel
The Peer to Peer Insurance Dashboard in Excel helps P2P insurance teams track 5 headline KPIs, 20 analysis charts, 5 dashboard pages, a Data sheet, and a Support sheet from
Read More
Dashboard Templates

Insurance Tech Startups Dashboard in Excel

June 25, 2026June 25, 2026 PKComments Off on Insurance Tech Startups Dashboard in Excel
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
Read More
Dashboard

Insurance Brokers KPI Dashboard in Excel

May 1, 2026May 1, 2026 PKComments Off on Insurance Brokers KPI Dashboard in Excel
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
Read More
Dashboard

Insurance Claim Dashboard in Excel

October 29, 2025October 29, 2025 PKComments Off on Insurance Claim Dashboard in Excel
In today’s fast-moving insurance industry, data is at the heart of every decision. From tracking active policies to monitoring claims and commissions, insurance companies handle thousands of transactions every day.
Read More
  • Learn Excel (Free Course)
    • 1. Shortcut Keys
    • 2. Fill & Flash Fill
    • 3. Find & Replace
    • 4. Sort & Filter
    • 5. Formulas & Functions
    • 6. Data Validation
    • 7. Conditional Formatting
    • 8. Basic Charts
    • 9. Advanced Charts
    • 10. Pivot Tables
    • 11. Excel Dashboards
    • 12. VBA Course
    • 13. Excel Formulas with AI
  • Templates
  • Tutorials
    • Charts and Visualization
    • VBA
    • Excel Tips and Tricks
    • Excel Dashboards
    • Power Pivot & DAX
  • Power BI
  • Template Store
    • Ready to Use Templates
  • Courses
  • Academy
    • Excel + AI Mastery: 100 Formulas
    • Excel Pivot Tables & Dashboards
  • About Us
  • Contact Us
Copyright © 2023 PK-AnExcelExpert.com - Privacy Policy