Add to favorite
Insurance – Claims
Purpose of Insurance Claims Dashboards Insurance companies use Insurance Claims Dashboards to give their managers and executives an easy way to monitor the health of claims activities. When used as part of good business practices in Claims and Finance departments, an organization can improve its claims strategies and related bottom line, and it can reduce the chances that leaders don't have a clear picture of claims trends and results.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Claims Managers, Executives, Analysts. Other Reports Often Used in Conjunction with Insurance Claims Dashboards Progressive Claims and Finance departments sometimes use several different Insurance Claims Dashboards, along with claims reports, financial dashboards, financial statements, budget models, forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.
Built for insurance finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.
What is the Insurance – Claims in Solver? The Insurance – Claims is a pre-built xFP&A report template in Solver designed for insurance organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for insurance finance workflows.
Who uses this Solver report template? Finance leaders at insurance organizations — including CFOs, actuaries, and insurance finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.
Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.
To learn more, visit the Resource Library.