Tuesday, October 21, 2014

Lets look at insurance claims

Hey there!  It's been a little while since my last blog, but I've been busy moving to Myrtle Beach, SC. We've been here for a couple of weeks, and we're getting settled in.  I took a week off work during our first week here, and things are starting to get back to normal with my going back to work..well going back to work when you work at home just means getting up earlier, and doing work work.

Since I've moved to Myrtle Beach, I wanted to join a Tableau User Group (TUG), as before I left Ohio, the Columbus TUG has an Iron Viz Competition that I missed, but was really interested in participating in, so I looked and there weren't any close, so I've started a new Myrtle Beach TUG and now seeing members to join.  If you're in the area and want to join me, the Group page is here:  http://community.tableausoftware.com/groups/myrtle-beach

Anyway, one of my first dashboards I posted on my Tableau Public site was an Claims dashboard. At the time I wasn't writing blogs, and it's gotten like 20 hits (most of them are probably me), so I thought I'd talk about it a little bit, since I haven't had a lot of time to create something new (I have some ideas for new viz's).

In my day job, in working with insurance, we handle claims for our clients.  For the privacy, those clients have been changed, but this viz breaks down the claims to many different views from one of our Servicing Centers down to a by state, and by client view.  The map is my favorite piece of this as it really gives you that visualization of where the claims are.

I think this is a pretty straight forward dashboard, in that there really isn't anything tricky going on.  There are a couple Dashboard Actions that allow you to filter based on the State or the Cause of loss, and 3 quick filters to allow you to get down to a finer level of detail.   My Operations folks like the tooltip, as it keeps the viz simple and clean, but with a quick hover, they can get more details.

The real world version of this is much larger (many more pages, and views, with over 12 million records), resides on our Tableau server and is updated every morning with the previous days work.  It's very beneficial to our Operations  team as they can quickly see how they are doing.

I hope you find this viz interesting, and I hope to have something fun in the near future.

Until next time,

Todd



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