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 Transforming Insurance Reporting with Power BI | JBI Training Case Study

6 June 2023

Transforming Insurance Reporting with Power BI | JBI Training Case Study

We were approached by an international insurance broker, a prominent player in the industry, with a pressing challenge in their reporting processes. They were in need of a solution to automate financial reporting, reduce manual errors, and consolidate data into a single source of truth. Recognising the potential of Power BI, the insurance broker partnered with JBI Training to transform their reporting practices.

Many firms in the insurance sector relied on manual spreadsheet-based reporting, leading to inefficiencies and a fragmented view of data. The insurance broker recognised the limitations of these processes and sought a modern reporting platform to provide a holistic view across the organisation.

To address the insurance broker's requirements, JBI Training collaborated closely with their team to deliver a comprehensive Power BI training programme. The training encompassed Power BI fundamentals through packaged workshops and bespoke working sessions tailored to the specific needs of the insurance broker.

During the training, JBI experts guided the delegates in developing Power BI dashboards for their clients. These dashboards seamlessly integrated data from various databases, enabling the creation of a unified data model. To meet the insurance brokerage sector's specific reporting requirements, JBI Training demonstrated how to implement complex financial reporting rules using dynamic nested measures in DAX. This allowed the insurance broker to replicate the necessary reporting rules mandated by regulators and accounting practices. With these implementations in Power BI, users gained real-time visibility into their positions, eliminating the need for manual report generation. Additionally, the insurance broker's team acquired the freedom to create customised views to cater to their unique needs.

Thanks to the training provided by JBI Training, the insurance broker now offers a market-leading reporting solution as an integral part of their insurance brokerage platform. The solution empowers users with a single pane of glass, providing all the necessary information in one place. It ensures a single version of the truth, keeping the entire team on the same page. By visualising workflows, users can uncover powerful insights that were previously hidden.

Power BI has enabled the insurance broker to eliminate the reliance on spreadsheets, reduce email traffic, and avoid data input duplication. The right reports are now automatically delivered to the right people at the right time, streamlining operations and enhancing efficiency.

Moreover, JBI Training's expertise has equipped the insurance broker with the knowledge and skills to develop Power BI reports independently. This capability allows them to swiftly create bespoke solutions that meet their customers' specific needs. By combining developer resources and training, JBI Training facilitated the rapid delivery of the enhanced reporting solution to clients while simultaneously building in-house capabilities to develop complex Power BI reports.

Recommended Power BI Courses by JBI Training: Based on our extensive course offerings, we recommend the following Power BI courses that can help you enhance your analytics skills and make the most of Power BI:

  1. Power BI Fundamentals: An introductory course covering the basics of Power BI, including data modeling, visualization, and report creation.

  2. Power BI - Visualisation: Dive deep into the art of data visualization and learn how to create compelling and informative visualizations in Power BI. Discover best practices for designing effective reports and dashboards that communicate insights to stakeholders.

  3. Power BI - Beyond the Basics: Take your Power BI skills to the next level with this advanced course. Learn advanced features and functionalities, including advanced DAX expressions, complex calculations, and performance optimization for large datasets.

  4. Data Analytics with Power BI: Explore the full spectrum of data analytics capabilities in Power BI. From basic data exploration to advanced analytics techniques, this course covers topics such as forecasting, clustering, and sentiment analysis, enabling you to uncover hidden insights and make data-driven decisions.

Here are some valuable resources to help you continue your Power BI adventure. 

Here's some official documentation links that you may find useful:

  1. Power BI Documentation by Microsoft: The official Microsoft Power BI documentation provides comprehensive information, tutorials, and best practices for using Power BI. You can access it at Microsoft Power BI Documentation.

  2. Power BI Blog: Stay up to date with the latest news, updates, and tips from the official Power BI Blog. It covers a wide range of topics related to Power BI and can be found at Power BI Blog.

  3. Power BI Community: Engage with the Power BI community to ask questions, share insights, and learn from others' experiences. The Power BI Community is a valuable resource where you can connect with experts and enthusiasts. Visit the community at Power BI Community.

  4. Power BI YouTube Channel: Explore the official Power BI YouTube channel, where you can find tutorials, demos, and webinars to enhance your Power BI skills. The channel offers a variety of content to support your learning journey. Check it out at Power BI YouTube Channel.

We hope you find these resources helpful in your Power BI journey. If you have any further questions or need additional assistance, feel free to reach out to our team at JBI Training.

About the author: Craig Hartzel
Craig is a self-confessed geek who loves to play with and write about technology. Craig's especially interested in systems relating to e-commerce, automation, AI and Analytics.

+44 (0)20 8446 7555

[email protected]



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