Management Dashboard
Portfolio insights and forecasts for managers
The Onesurance Management Dashboard provides instant insight into the composition, performance and development of your insurance portfolio. Whereas the Portal focuses on individual customer actions (such as churn prevention or cross-sell), the dashboard is intended for strategic and tactical steering.
The dashboard is available by default in the Onesurance and provides interactive visualizations of AI output, revenue development, customer value, retention and risk profiles.
1. Understanding the composition of the portfolio
The dashboard shows:
The breakdown of your customer portfolio by segment, region or insurance type
The proportion of profitable (feeders) and loss-making customers (bleeders)
The development of average Customer Lifetime Value (CLV).
Distribution of valuable customers within the portfolio
These insights help with commercial and operational choices: which customer groups contribute to sustainable growth, and where are risks?
2. Understanding customer retention and churn risk.
The dashboard provides insight:
The proportion of customers at increased risk of termination
Trends in churn risk over time (e.g., month or quarter)
Customer value within the risk group (what should you really pay attention to?)
Effect of retention actions on actual retention
This allows you as a manager to make timely adjustments, based on substantiated signals.
3. Turnover and premium development
The dashboard provides transparency into:
Total premium volume per month, quarter or year
Premium development by insurance type or customer segment
Net premium versus claims costs
Commission income (if available)
These insights make it possible to map and link commercial performance to customer value and risk.
4. Understanding additional sales opportunitiesTop Sales).
The dashboard provides an overview of:
Average number of insurance products per customer (policy density)
Number of successful Next Best Product actions
Missed opportunities: customers with high probability of additional products not yet approached
Differences in commercial opportunities by segment or region
Ideal for sales teams and executives to plan targeted sales actions.
5. Identifying duty-of-care risks
For quality and compliance monitoring, the dashboard shows:
Customers with increased duty of care scores
The underlying causes of this signaling (e.g., damages, many mutations)
Numbers of reports by team or region
Trends in more complex customer files
This prevents vulnerable clients from falling between the cracks, and the service remains demonstrably responsible.
6. Use and impact of AI models.
The dashboard also shows how AI is being deployed:
Number of predictions per model per period
Number of actions followed up by account managers or AI Assistant
Conversion rates of actions (e.g., contact made, customer retained, product closed)
Differences in usage and results by team or department
This information is valuable in training, change management and process optimization.
7. Flexible filters
You can filter the dashboard by:
Time (e.g., month, quarter, year)
Customer segment (private, business, internal, external)
Insurance type or product group
Value profile (high/low)
Region or office
Account manager or team
Each user can thus retrieve insights that fit his or her responsibilities.
8. Exportable and integrate with own reporting
The dashboards are exportable as PDF or Excel files. In addition, Onesurance supports integrations with external BI tools (such as Power BI or Tableau) or internal dashboards via API links.
Conclusion
Onesurance 's Management Dashboard combines insights from data, AI models and user actions. It provides clear steering information on customer retention, customer value, sales opportunities and quality - all in one central place.
Questions about the dashboard or suggestions for additional reports? Contact your Customer Success Manager.