Platform

Everything You Need — All in One Place

Powered by Insulytics AI

25+ interactive dashboards with YoY, QoQ, and MoM comparisons covering every aspect of your P&C operations. Plus, an AI analyst that lets any user ask questions, generate charts, and build reports — no SQL or technical skills required.

www.insulytics.com/platform
Insulytics AI — ask questions and get charts generated instantly
Dimension Filters

Dimension Filters

Filter by Underwriter, LOB, Producer, State, and more

Chart Type Switching

Chart Type Switching

Toggle between bar, line, area, horizontal bar, and pie

Full Drill-Down

Full Drill-Down

Click any row to drill into detailed analytics

Merged Scorecards

Merged Scorecards

4-module producer view — submissions, policies, claims, production

Dashboard Library

25+ Interactive Dashboards

Every dashboard features full drill-down, chart type switching, CSV export, and YoY / QoQ / MoM comparisons built in.

Executive

Executive Summary dashboard screenshot

Executive Summary

Company-wide KPIs, trend analysis, and portfolio performance at a glance.

Executive Producer Scorecard dashboard screenshot

Executive Producer Scorecard

Merged 4-module scorecard — submissions, policies, claims, and production per producer.

Submissions & Quoting

Submission Pipeline dashboard screenshot

Submission Pipeline

End-to-end funnel from received to bound with conversion metrics at every stage.

Cycle Time Analysis dashboard screenshot

Cycle Time Analysis

Waterfall breakdown of processing time — received to cleared, cleared to quote, quote to bind.

Quote Analytics dashboard screenshot

Quote Analytics

Quote rates, revision tracking, and competitive win/loss analysis.

Policy & Portfolio

Policy Trends dashboard screenshot

Policy Trends

Multi-year premium trends, retention rates, and book growth analysis with comparison.

Policy Pipeline dashboard screenshot

Policy Pipeline

In-force, new, renewal, cancelled, and expired premium flow visualization.

Claims & Loss

Claims Trends dashboard screenshot

Claims Trends

Severity, frequency, loss ratio trends across accident year and calendar year.

Handler Scorecard dashboard screenshot

Handler Scorecard

Individual claims handler performance with caseload, open claims, and efficiency.

Producer & Agent

Producer Scorecard dashboard screenshot

Producer Scorecard

Combined policy + claims metrics per producer with multi-metric toggle charts.

UW Scorecard dashboard screenshot

UW Scorecard

Underwriter performance across submissions, policies, and claims with drill-down.

Insulytics AI

AI That Understands Insurance

Every user gets an AI analyst that speaks insurance. Ask questions, generate charts, set alerts, and build reports — all in plain English.

Ask Questions, Get Charts

Type a question in plain English and Insulytics AI generates the answer — as a table, chart, or summary. No SQL, no training, no waiting for the analytics team.

  • Natural language to SQL to chart — fully automated
  • Bar, line, area, pie — AI picks the best visualization
  • Available on every dashboard page for every user
  • Token usage tracking and cost transparency
Insulytics AI generating a chart from a natural language question
AI-generated report with custom filter criteria

AI-Generated Reports

Generate comprehensive reports on the fly for any filter criteria. Pick your dimensions, time period, and metrics — AI assembles the narrative and data tables instantly.

  • On-demand reports for any LOB, producer, or underwriter
  • Filter by date range, business unit, state, or coverage
  • Exportable summaries with supporting data
  • No report builder — just describe what you need
AI-powered alert rules configuration

KPI Threshold Alerts

Set rules to monitor any KPI by dimension — get notified when loss ratios spike, hit ratios drop, or cycle times exceed targets. Configure by LOB, producer, underwriter, or state.

AI semantic model that learns your terminology

Learns Your Language

Insulytics AI builds a semantic model of your data — column definitions, business synonyms, and learned query patterns. The more your team uses it, the smarter it gets.

Technology

Next-Gen Insurance Analytics Stack

Built on Microsoft Azure with enterprise-grade security, proven methodologies, and zero experimental technology.

Azure Data Factory

Automated data ingestion pipelines with file format transformation, validation, and secure transfer protocols.

Azure SQL Database

Enterprise-grade relational database with multi-tenant architecture, automated backup, and high availability.

Next.js Portal

Modern React-based dashboard portal with dynamic updates, responsive design, and role-based access.

Insulytics AI Engine

Natural language analytics, AI-generated charts and reports, KPI threshold alerts, semantic model that learns your terminology.

Security Layer

Zero PII ingestion, end-to-end encryption, Azure AD integration, and compliance frameworks.

Expert Architecture

Proven methodologies, no experimental technology, well-thought-out design with zero guesswork.

Security & Compliance

Enterprise Security Without the Complexity

Privacy-first architecture ensures your data is protected at every layer. We never ingest PII, and every byte is encrypted in transit and at rest.

  • Zero PII ingestion — we never store personal data
  • End-to-end encryption (TLS 1.3 + AES-256 at rest)
  • Role-based access control with Azure AD integration
  • Complete data isolation — your data is yours alone
  • SOC 2 compliant infrastructure on Microsoft Azure
  • Automated backup & disaster recovery
Role-based dashboard with dimension filters and access controls

See Your Data Come Alive

Book a free demo and see exactly how Insulytics transforms your insurance data into actionable insights.