When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau for Insurance Professionals
In this specialized Tableau course, insurance professionals will master the art of using Tableau to transform raw policy, claims, and risk data into actionable insights. Learners discover how to...
Read MoreOverview
In this specialized Tableau course, insurance professionals will master the art of using Tableau to transform raw policy, claims, and risk data into actionable insights. Learners discover how to create dynamic visualizations that reveal trends in premiums and losses, pinpoint high-risk policyholders, and track claim frequency and severity, as well as uncover hidden patterns and drivers of churn and fraud. Whether you are interested in underwriting, claims, product development, or analytics, this course gives you the skills to make smarter, data-driven decisions that drive business success.
Skills Gained
- Master Tableau Fundamentals to visualize insurance data effectively, including policy, claims, and risk data
- Connect to various insurance data sources, such as policy administration systems and claims databases
- Build a variety of basic charts to represent insurance data clearly and effectively, such as claim frequency and severity charts
- Segment Policyholders: Categorize policyholders by geography, risk tier, or claim history to gain deeper insights
- Create Calculated Fields: Develop custom fields to support key performance indicators (KPIs) like loss ratio, retention rate, and average claim payout
- Filter and Drill Down: Understand how and when to use filters to drill into high-risk regions, fraud indicators, or coverage gaps
- Build Interactive Dashboards: Design dashboards that support underwriting decisions, claims management, and business performance reviews
- Share Insights Securely: Learn best practices for sharing insights across teams while ensuring sensitive data is handled appropriately
Course Details
Technical requirements and prerequisites
- Internet-connected laptop with Chrome or Firefox installed
- Microsoft Excel 2010 or later (2013 or later recommended)
- Tableau Desktop
- Tableau Server, Online, or Cloud, with at least one project learners can publish workbooks to
Course Outline
Tableau Fundamentals (Day 1)
- From Premiums to Payouts: Visual Analytics for Smarter Insurance Decisions
- Understanding the Main Tableau Interface: Navigate Tableau's user-friendly interface with ease
- Building Simple Visualizations: Create basic visualizations to get started with data analysis
- Saving Options: Learn how to save and manage your work efficiently.
- Understanding and Utilizing “Show Me”: Discover how to use the "Show Me" feature to quickly generate visualizations
-
Dimensions vs. Measures and How They Affect a Viz:
- What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
- Continuous vs. Discrete Variables: Understand the difference and how to use them effectively
-
Basic Dates:
- Setting the Fiscal Year: Learn how to set and manage fiscal years in your data
-
Basic Aggregations:
- Hierarchies: Organize your data hierarchically for better analysis
- Sorting: Sort data to highlight key insights
- Grouping: Group data for more meaningful analysis
-
Formatting:
- Color: Use color to enhance data visualization
- Size: Adjust the size of visual elements for clarity
- Labels: Add labels to provide context
- Detail: Include detailed information for deeper insights
- Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook: Learn best practices for formatting
- Building an Effective Claims Dashboard: Create dashboards that provide actionable insights
-
Labeling, Annotations, Tooltips and Data Highlighting:
- Axis Labels: Add axis labels for clarity
- Annotations: Use annotations to provide additional context
- Tooltips: Create informative tooltips for interactive visualizations
- Using the Data Highlighter: Highlight data points for better focus
- Quick Filters
- Context Filters: Apply context filters to refine your data
-
Dashboard Objects:
- Navigation Button: Add navigation buttons for easy access
- Download Button: Enable users to download data
- Publishing and Sharing: Learn how to publish and share your dashboards securely
Visual Best Practices and Visual Analytics (Day 2)
- Connecting to Policy Administration Systems: Integrate Tableau with your policy administration systems
- Live vs. Extract Connections – The Basics: Understand the differences between live and extract connections
- Reshaping and Formatting Data for Tableau: Learn how to prepare and format your data for optimal visualization in Tableau
- Managing Multiple Data Connections in a Single Workbook: Efficiently manage and integrate multiple data sources within a single workbook
- Cross Database Filters: Apply filters across different databases for comprehensive analysis
- Cross Database Joins & Data Blending: Combine data from multiple sources to gain a holistic view
- Understanding the Navigation Menu: Navigate Tableau's menu system to access advanced features
-
Calculated Fields:
- Basic Calculations: Perform fundamental calculations to enhance your data analysis
- If/Then Logic to Flag High-Risk Claims or Customer Tiers: Use conditional logic to identify high-risk claims and customer segments
- Case/When Statements for Risk Band or Product Grouping: Group data using case/when statements for better categorization
- Date Calculations for Policy Duration, Time to Claim, and Claim Lag: Perform date calculations to analyze policy and claim timelines
-
Showing Trends or Change Over Time:
- Line Charts to Track Claim Volume, Premiums, or Payouts by Month: Use line charts to visualize trends over time
- Moving Averages and Rate of Change to Smooth Volatility in Claims: Apply moving averages to smooth out data volatility
- Running Totals and Forecasting to Model Future Loss Exposure: Use running totals and forecasting to predict future trends
-
Part to Whole and Ranking Analysis:
- Bar, Stacked Bar, and Side-by-Side Charts for Region, Coverage Type, or Risk Tier: Create bar charts to compare different segments
- Pie Charts (Used Selectively) for Claim Type or Policy Distribution: Use pie charts sparingly for clear distribution visualizations
- Creating Dual Axis Charts and Combo Charts: Combine different chart types for comprehensive analysis
- Using Measure Names and Measure Values to Build a Data Table: Create data tables to display detailed information
- Totals and Subtotals: Include totals and subtotals for clear summaries.
-
Using Maps and Spatial Analysis:
- Map Zooming and Filtering to Drill into Regional Claim Hotspots: Use maps to identify and analyze regional trends
-
Showing Relationships between Numbers:
- Scatter Plots to Explore Claim Severity vs. Vehicle Age or Driver Age: Use scatter plots to visualize relationships between variables
- Trend Lines, Reference Lines, and Regression to Model Claim Likelihood: Apply trend lines and regression analysis to predict claim likelihood
- Quadrant Charts to Compare Regions or Segments by Risk vs. Cost: Use quadrant charts to compare different segments
-
Distributions:
- Heatmaps and Highlight Tables for Risk Category or Coverage Type Comparison: Create heatmaps and highlight tables for clear comparisons
- Histograms to Show Distribution of Claim Sizes, Policyholder Tenure, or Vehicle Value: Use histograms to visualize data distribution
- Box Plots and Percentiles to Identify Outliers in Claims or Premium Behavior: Identify outliers using box plots and percentiles
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
This was a good program to get prepared for the solutions architect associate exam.
Instructor was great, course was mostly very good except for too much focus on pricing
You get detailed labs to guide you through the technical material giving you a hands on method of learning otherwise difficult material.
Good training. A lot to take in for the short amount of time we have though
Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.
