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Alteryx for Insurance

 

Accelerate Insurance Reporting and Decision-Making

From claims management to risk analysis, leaders in the insurance industry trust Alteryx for powerful and intuitive data prep and analytics. Empower everyone in your organization to make smarter decisions and scale insights with automated analytics.

 

Solutions for the Insurance Industry

 

It’s transparency which leads to governance which leads to trust. That’s ticking all the boxes for me as head of analytics.

Zurich Insurance

Phil Gould, Head of Analytics

Zurich Insurance

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Discovering Alteryx was a wow moment for us and had an impact on my team. By automating manual processes, we’ve saved thousands of hours and have been able to cut cycle time by a third to a half.

TruStage Financial Group

Steve Konkol, Sr. Manager, Business Experience Reporting and Analytics

TruStage Financial Group

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Alteryx Starter Kits for Financial Services to Insurance

 
 
Starter Kit

Financial Services

Leverage large datasets and analyze disparate datasets in order to detect fraud, predict creditworthiness, and streamline your SEC filings.

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Starter Kit

Office of Finance

Innovate and modernize financial processes with automated self-service analytics.

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Starter Kit

Data Blending

Jumpstart your path to mastering data blending and automating repetitive workflow processes.

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Starter Kit

Tableau

Quickly get started with pre-configured Alteryx workflows and the corresponding Tableau visualizations.

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Alteryx Insurance Industry Partners

Service Partners

  • Banking & Capital Markets
  • Office of Finance
  • Sales
 

Cloud Partners

 

Recommended Resources

 
White Paper
Data Cleansing Tool
As you explore Alteryx during your trial, the Data Cleansing Tool can help you experience the speed and simplicity of automated data preparation.
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Use Case
Demand Forecasting
Empower finance teams to predict demand shifts faster and more accurately with explainable AI, automated workflows, and unified data across ERP, CRM, and planning systems.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Fixed Asset Depreciation Automation
Tax teams replace spreadsheet-heavy depreciation work with governed, AI-supported automation that improves accuracy, speeds close cycles, and strengthens planning confidence.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Loyalty Program Analytics
Unify loyalty, campaign, and purchase data with Alteryx One to measure ROI, forecast retention, and optimize tier performance across every channel.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Customer Story
Accelerating data utilization for financial crime prevention with Alteryx at MUFG
MUFG Bank’s Global Financial Crimes Division used Alteryx to upskill employees, automate data processes, and accelerate analytics-driven decision-making in financial crime prevention.
  • Data Prep and Analytics
  • Financial Services
Learn More
 
Use Case
Transfer Pricing Automation
Automate and standardize transfer pricing workflows with governed data, repeatable logic, and clear audit documentation using Alteryx One.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 

Frequently Asked Questions

 
What value does Alteryx unlock for insurance companies?

Blending Multiple Data Sources

Leverage data from various disparate systems, sources and data structures to make more impactful decisions based on all your data.

Repeatable Workflows

Eliminate repetitive, manual spreadsheet processes by creating automated processes that update dynamically as data changes, thus reducing the repetitive manual processes of excel.

Automation & Scheduling

Speed up time to insights and decisions by automating and scheduling analytic processes, freeing up your time to work on more strategic initiatives.

Improved Accuracy

Reduce manual errors associated with copying and pasting and improve consistency and accuracy.

Auditable Process

Quickly and easily see how the data has changed in your workflow and what is happening at each step of the analytics process.

 
What do we mean by Code-Free and Code-Friendly?
  • Code-free means tackling the most complex analytics and data science scenarios using a drag and drop interface for analytics modeling rather than using a coding language such as Python.
  • Code-friendly means Alteryx integrates with popular notebooks like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.
 
How does the Alteryx platform enable insurance companies to use generative AI in their data analytics processes?

Generative AI makes Alteryx tools easier to use and your data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing the dependence on proper prompt construction or visualization design skills.

 
What are the benefits of Alteryx’s platform for insurance companies?
  • Business risk reduction through eliminating manual processes, consistent access controls, and self-documenting logic.
  • Operational efficiency by automating data preparation, self-service analytics and faster data-driven decisions.
  • Increased governance with centralized data management, inherent auditing capabilities and enforced compliance with policies and regulations.
  • Innovation via collaboration, advanced analytics and rapid prototyping.