This is a Financial Insurance Company Balanced Scorecard Report, it is one of reports that Balanced Scorecard Designer can generate for Financial Insurance Company scorecard. With this software you can also design your own KPIs, Balanced Scorecards and metrics.


Financial Insurance Company Scorecard

Report includes: 1 month(s) 49 day(s), from 26.11.2008 to 14.01.2009

  Name Start value End value Dynamic Contains
Root Financial Insurance Company Scorecard  53,3 % 42,03 % -11,27 %
Financial Perspective(58,1%, 1,97%Up)
Underwriting Risk Perspective(47%, 11,35%Up)
Investment and Credit Risk Perspective(19,4%, -34,47%Down)
Client Handling and Performance(52,5%, -23,65%Down)

Graph for Financial Insurance Company Scorecard

Graph for Financial Insurance Company Scorecard

Data for Financial Insurance Company Scorecard

DatesValue
26.11.200853,3
03.12.200854,43
10.12.200842,58
17.12.200852,77
24.12.200845,36
31.12.200858,84
07.01.200948,56
14.01.200942,03


Financial Perspective

  Name Start value End value Dynamic Parent Contains
Root Financial Perspective  56,15 % 58,12 % + 1,97% Financial Insurance Company Scorecard
Indicators
Premium Revenue Growth
% increase in operating profits
Market coverage
% increase in Reserve for claims *
* - Information for this metric is limited in sample report Description This perspective helps in getting an overview of the financial aspects of the financial insurance company.

Graph for Financial Perspective

Graph for Financial Perspective

Data for Financial Perspective

DatesValueWeight
26.11.200856,152
03.12.200843,342
10.12.200848,362
17.12.200836,022
24.12.200839,712
31.12.200862,692
07.01.200963,62
14.01.200958,122


Premium Revenue Growth

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Premium Revenue Growth  77,76 77,06 -0,7 % Maximize Financial Perspective
Description It indicates the growth in the premium revenues earned by the company over the year.

Graph for Premium Revenue Growth

Graph for Premium Revenue Growth

Data for Premium Revenue Growth

DatesWeightMinMaxValue
26.11.20083108077,76
03.12.20083108041,43
10.12.20083108065,58
17.12.20083108033,24
24.12.20083108011,54
31.12.20083108027,99
07.01.20093108053,61
14.01.20093108077,06


% increase in operating profits

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in operating profits  19,54 48,88 + 29,34 % Maximize Financial Perspective
Description It indicates the % increase in the operating profits of the company over the last 1 year.

Graph for % increase in operating profits

Graph for % increase in operating profits

Data for % increase in operating profits

DatesWeightMinMaxValue
26.11.20083107019,54
03.12.20083107012,46
10.12.20083107030,52
17.12.20083107015,64
24.12.20083107023,98
31.12.20083107060,52
07.01.20093107056,26
14.01.20093107048,88


Market coverage

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Market coverage  60,94 10,18 -50,76 % Maximize Financial Perspective
Description It shows the % of financial insurance market covered by the company. In other words, it also be known as the market share of the company.

Graph for Market coverage

Graph for Market coverage

Data for Market coverage

DatesWeightMinMaxValue
26.11.200821010060,94
03.12.200821010091,63
10.12.200821010015,76
17.12.200821010079,93
24.12.200821010066,16
31.12.200821010077,77
07.01.200921010054,46
14.01.200921010010,18


Underwriting Risk Perspective

  Name Start value End value Dynamic Parent Contains
Root Underwriting Risk Perspective  35,62 % 46,97 % + 11,35% Financial Insurance Company Scorecard
Indicators
Expense Ratio
Reserve Adequacy level
Retention Ratio/ Reinsurance Ratio
% of policies for which loss assessment modeling is done *
* - Information for this metric is limited in sample report Description Underwriting risk is an important element of financial insurance. This perspective shows how well the underwriting risk is managed by the company.

Graph for Underwriting Risk Perspective

Graph for Underwriting Risk Perspective

Data for Underwriting Risk Perspective

DatesValueWeight
26.11.200835,623
03.12.200853,543
10.12.200852,113
17.12.200861,653
24.12.200843,653
31.12.200863,593
07.01.200932,233
14.01.200946,973


Expense Ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Expense Ratio  32,685 9,865 -22,82 % Minimize Underwriting Risk Perspective
Description It indicates the efficiency of the company to control the expenses in a way that it can effectively meet its obligations.

Graph for Expense Ratio

Graph for Expense Ratio

Data for Expense Ratio

DatesWeightMinMaxValue
26.11.2008354032,685
03.12.2008354031,355
10.12.2008354032,055
17.12.2008354010,075
24.12.2008354031,355
31.12.2008354028,765
07.01.2009354030,27
14.01.200935409,865


Reserve Adequacy level

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Reserve Adequacy level  2,719 1,162 -1,557 Score Maximize Underwriting Risk Perspective
Description It implies the reserve adequacy level maintained by the company (on a scale of 1 to 10).

Graph for Reserve Adequacy level

Graph for Reserve Adequacy level

Data for Reserve Adequacy level

DatesWeightMinMaxValue
26.11.200821102,719
03.12.200821104,573
10.12.200821108,992
17.12.200821105,644
24.12.200821102,215
31.12.200821109,901
07.01.200921101,684
14.01.200921101,162


Retention Ratio/ Reinsurance Ratio

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Retention Ratio/ Reinsurance Ratio  72,21 58,42 -13,79 % Maximize Underwriting Risk Perspective
Description It refers to the reinsurance level of the insurance policies initiated and maintained by the company.

Graph for Retention Ratio/ Reinsurance Ratio

Graph for Retention Ratio/ Reinsurance Ratio

Data for Retention Ratio/ Reinsurance Ratio

DatesWeightMinMaxValue
26.11.200833010072,21
03.12.200833010087,89
10.12.200833010054,64
17.12.200833010083,9
24.12.200833010095,52
31.12.200833010097,34
07.01.200933010060,17
14.01.200933010058,42


Investment and Credit Risk Perspective

  Name Start value End value Dynamic Parent Contains
Root Investment and Credit Risk Perspective  53,86 % 19,39 % -34,47% Financial Insurance Company Scorecard
Indicators
% increase in Investment returns
Investment Leverage
Insurance duration
Liquidity Level *
* - Information for this metric is limited in sample report Description This perspective takes into account the investment and credit risk insurance services provided by the company.

Graph for Investment and Credit Risk Perspective

Graph for Investment and Credit Risk Perspective

Data for Investment and Credit Risk Perspective

DatesValueWeight
26.11.200853,863
03.12.200855,673
10.12.200820,743
17.12.200852,823
24.12.200836,593
31.12.200859,513
07.01.200960,563
14.01.200919,393


% increase in Investment returns

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % increase in Investment returns  47,32 21,21 -26,11 % Maximize Investment and Credit Risk Perspective
Description It indicates the % increase in the investment returns over a period of one year.

Graph for % increase in Investment returns

Graph for % increase in Investment returns

Data for % increase in Investment returns

DatesWeightMinMaxValue
26.11.2008307047,32
03.12.2008307038,36
10.12.200830709,17
17.12.2008307032,48
24.12.200830706,02
31.12.2008307032,76
07.01.2009307030,52
14.01.2009307021,21


Investment Leverage

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Investment Leverage  7,264 2,107 -5,157 Score Maximize Investment and Credit Risk Perspective
Description It refers to the level of investment leverage provided by the company. It also indicates the stress testing done in case of write downs (on a scale of 1 to 10).

Graph for Investment Leverage

Graph for Investment Leverage

Data for Investment Leverage

DatesWeightMinMaxValue
26.11.200821107,264
03.12.200821109,118
10.12.200821101,612
17.12.200821106,058
24.12.200821105,014
31.12.200821106,625
07.01.200921101,693
14.01.200921102,107


Insurance duration

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Insurance duration  37,698 18,258 -19,44 months Maximize Investment and Credit Risk Perspective
Description It shows the duration for which financial insurance cover is provided by the company.

Graph for Insurance duration

Graph for Insurance duration

Data for Insurance duration

DatesWeightMinMaxValue
26.11.2008266037,698
03.12.2008266051,954
10.12.200826606,972
17.12.2008266057,354
24.12.2008266043,368
31.12.2008266056,706
07.01.2009266056,328
14.01.2009266018,258


Client Handling and Performance

  Name Start value End value Dynamic Parent Contains
Root Client Handling and Performance  76,14 % 52,49 % -23,65% Financial Insurance Company Scorecard
Indicators
Frequency of complaints
% of service level agreements monitored
Number of insurance programs offered
Number of consulting and risk management services offered *
* - Information for this metric is limited in sample report Description This perspective shows the client side operations and their related performance.

Graph for Client Handling and Performance

Graph for Client Handling and Performance

Data for Client Handling and Performance

DatesValueWeight
26.11.200876,142
03.12.200865,012
10.12.200855,282
17.12.200856,132
24.12.200866,732
31.12.200846,862
07.01.200940,012
14.01.200952,492


Frequency of complaints

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Frequency of complaints  0,05 9,13 + 9,08 yearly Minimize Client Handling and Performance
Description It indicates the frequency with which complaints are received by the company from the customers.

Graph for Frequency of complaints

Graph for Frequency of complaints

Data for Frequency of complaints

DatesWeightMinMaxValue
26.11.200830100,05
03.12.200830101,25
10.12.200830101,96
17.12.200830103,11
24.12.200830100,07
31.12.200830109,31
07.01.200930101,82
14.01.200930109,13


% of service level agreements monitored

  Name Start value End value Dynamic Measure units Optimization method Parent
Root % of service level agreements monitored  99,3 97,295 -2,005 % Maximize Client Handling and Performance
Description It refers to the % of service level agreements monitored by the company with due diligence.

Graph for % of service level agreements monitored

Graph for % of service level agreements monitored

Data for % of service level agreements monitored

DatesWeightMinMaxValue
26.11.200829510099,3
03.12.200829510099,245
10.12.200829510096,145
17.12.200829510096,755
24.12.200829510098,195
31.12.200829510097,5
07.01.200929510096,99
14.01.200929510097,295


Number of insurance programs offered

  Name Start value End value Dynamic Measure units Optimization method Parent
Root Number of insurance programs offered  18,155 18,05 -0,105 # Maximize Client Handling and Performance
Description It indicates the number of insurance programs offered by the company to suit specific needs of insurance customers.

Graph for Number of insurance programs offered

Graph for Number of insurance programs offered

Data for Number of insurance programs offered

DatesWeightMinMaxValue
26.11.2008352018,155
03.12.200835207,28
10.12.2008352017,06
17.12.2008352011,18
24.12.200835208,48
31.12.2008352016,265
07.01.200935208,045
14.01.2009352018,05
Created by: AKS-Labs
Report created with Balanced Scorecard Designer at 19.12.2008 22:04:32

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