Finance · Finance
Broker Portfolio
Created with underwriters in mind, these dashboards allow users to see who the biggest players are, which brokers incur the biggest costs and greatest returns, and how brokers compare when internally benchmarked across a series of key KPIs. This dashboard provides a comprehensive overview of an insurance broker portfolio. It tracks key metrics such as total premium, renewal rates, and the number of brokers, while also identifying top-performing policies. This tool is invaluable for portfolio managers and underwriters to benchmark broker performance, analyze policy trends, and make data-driven decisions to optimize their portfolio and improve returns.
Questions this dashboard answers
- How does the overall portfolio's NILR (Net Interest Loss Ratio) for this quarter compare to the NILR percentage of prior year’s quarter?
- Which brokers are the most effective at retaining business, according to their Renewal Retention Volume (RRV %)?
- How does a specific broker rank across GWP (Gross Written Premium), Live Policies, NILR, and RRV?
At a glance
Built withTableau
SectorFinance
Views448
Published2026
financeinsurance
Powered by Tableau
Questions this dashboard answers
- How does the overall portfolio's NILR (Net Interest Loss Ratio) for this quarter compare to the NILR percentage of prior year’s quarter?
- Which brokers are the most effective at retaining business, according to their Renewal Retention Volume (RRV %)?
- How does a specific broker rank across GWP (Gross Written Premium), Live Policies, NILR, and RRV?
At a glance
Built withTableau
SectorFinance
Views448
Published2026
financeinsurance
