Forum Discussion
Sample Insurance Template / Report?
Hi rscivetti
You're right to think that the Power BI website's "Solutions > Industries > Insurance" section suggests industry-specific templates or examples, but unfortunately, Microsoft does not provide an official sample dataset or pre-built Power BI template specifically for the insurance industry in the same way they do for sales, finance, or retail (like the AdventureWorks or Financial sample). That section is more of a marketing showcase, highlighting how Power BI can be used in the insurance sector, rather than offering downloadable content.
However, you're not out of options. Many users and consultants have shared community-created templates, dashboards, and datasets tailored for insurance use cases—such as claims analysis, policy tracking, customer retention, and risk profiling—on sites like Microsoft AppSource, GitHub, or Power BI Community forums. You can search these platforms for terms like “insurance dashboard Power BI sample” to find starter files. Alternatively, you can build your own by starting with generic data models (like customer and transaction tables) and tailoring them to insurance logic.
If you're just starting out, try sketching a simple structure with mock tables like Policies, Claims, Customers, and Agents, and use Excel to simulate data. This can be a great learning exercise while you search for more industry-specific templates.