Insurance Complaint Procedures | Pre Audit Report| Power BI Report
In this video, I showcase a Power BI report I developed for a large insurance company preparing for an internal audit focused on their complaint procedures. With the audit looming, management needed insights into the most recent two years of complaint data to ensure compliance and highlight areas of concern.
This report provides key insights, including:
Trends in Complaint Status Changes: Tracks how complaint statuses have evolved over time, identifying any delays or patterns that require attention.
Breakdown of Complaints by Dimensions: Analyzes complaints across various dimensions such as regions, products, and other relevant categories to uncover patterns and areas needing improvement.
Client Satisfaction Analysis: Evaluates client satisfaction trends over the past two years, helping to assess the effectiveness of the company's complaint resolution process.
Identification of Worst Offending Brokers: Pinpoints brokers with the highest number of complaints, enabling targeted interventions and process improvements.
This report is an essential tool for the company as they prepare for the audit, offering actionable insights that drive better decision-making and compliance.