A brief outline of how we'd like to use retool to drive claims processes

Introduction

I run a few small insurance platforms www.insuredbyus.com and www.agileunderwriting.com and we're looking to use retool to replace our mounting costs through Tableau. This is a discrete test-project to see retool is the right tool to replace Tableau. If so, we have buckets of reports we want to create and migrate from Tableau... no insurance person has ever asked for less reports.

About us

Both of my companies are bootstrapped and remote-first. We are on a journey to simply and improve the way insurance is sold by creating niche products that satisfy real customer needs. All together we've sold over 2 million policies and we're on an exponential growth curve.

Primary objective

We have a claims system that uses Zendesk* to process insurance claims. At the end of the month we need to create a report (in insurance jargon called a bordereau) that shows the claims activity during the month. For a sample of this bordereau with Jan and April examples go here ›

This is a way for the underwriter and insurer to help manage the performance of the portfolio and they're specifically interested in:

• number of new claims within a given period (usually monthly but could be any period)
• number of open claims within a given period
• number of closed claims within a given period
• number of paid claims within a given period
• total $ amount paid within a given period
• total $ in fees within a given period
• total $ in reserves within a given period (reserves are guesses at the $ amount the claims agents think we'll have to pay on any claim)
• open vs closed claims within a given period