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Database Reporting & Analytics for Insurance & Underwriting
Underwrite with confidence using real-time dashboards connecting your policy administration system, claims database, actuarial models and distribution data into one insurance analytics platform.
Insurance Expertise
We understand the specific workflows, data requirements and compliance needs of insurance businesses — ensuring every report and dashboard is built for your real-world operations.
Tailored Reporting
Bespoke reports, dashboards and search tools designed specifically for the insurance sector, aligned with your business processes and connected to your existing data sources.
London Based
Centrally located in the City of London, providing hands-on database reporting development and face-to-face strategy sessions for insurance firms.
What we do
From one-off data pulls to fully automated reporting pipelines — we turn your raw data into actionable business intelligence.
Custom Database Reporting
Connect any PostgreSQL, MySQL or SQL Server database and get bespoke reports built around your business metrics — sales performance, revenue breakdowns, inventory levels, customer activity, financial summaries and any data point you need to track.
Database Search & Lookup
A smart search interface for your connected database. Look up customer records, find specific orders, filter invoices by date range, search product catalogues by any field — all without needing to know SQL or access your database directly.
Live Dashboards & KPIs
Real-time visual dashboards with stat cards, bar charts, line charts, pie charts and data tables — all pulling from your live database. Monitor revenue, orders, stock, customer counts, team performance and any metric at a glance.
Automated Scheduled Reports
Set up reports that run automatically — daily, weekly or monthly — and get delivered straight to your inbox. Sales summaries every Monday morning, stock alerts every evening, monthly financial reports on the 1st. Fully hands-off once configured.
Data Export & Transformation
Export query results to CSV, formatted PDF reports or structured data tables. Transform raw database data into clean, presentable formats for board meetings, client reports, compliance documentation or any business need.
Cross-Platform Analytics
Combine data from multiple sources into unified reports — your database alongside Google Analytics website traffic, Shopify order data, Xero financials, Google Ads performance and more. One dashboard, every data source, the complete picture.
Claims, premium and underwriting intelligence in one view.
Insurance companies manage complex data across policy administration systems, claims databases, actuarial models, broker platforms and regulatory reporting tools. Our custom reporting connects all of these so you can track loss ratios, premium volumes, claims frequency, reserving adequacy and distribution performance — supporting better underwriting decisions and regulatory compliance.
Our Database Reporting for Insurance
Loss Ratio & Claims Dashboards
Real-time dashboards tracking loss ratios, claims frequency, average claim costs and reserving positions by product line, pulling data from your claims and policy systems.
Premium & Underwriting Analytics
Live reports connecting policy data with pricing models and exposure information to show premium volumes, rate adequacy, retention rates and new business conversion.
Cross-Platform Integration
We do not just report from a single database — we combine data from your PostgreSQL, MySQL or SQL Server databases with platforms like Google Analytics, Shopify, Xero and Google Ads, giving your insurance business a unified view of everything.
Insurance businesses turn to us when
Their current IT provider does not understand Solvency II data requirements or Lloyd's market technology
They are struggling to integrate legacy underwriting platforms with modern broker and claims systems
Their claims processing is too slow and manual, and they need technology to automate workflows and reduce handling times
They have experienced a cyber incident or near-miss and their current security posture is inadequate for the data they hold
They are setting up a new Lloyd's syndicate or MGA and need compliant IT infrastructure from day one
Their Solvency II reporting is hampered by data quality issues across disconnected IT systems
They need to modernise their technology stack without disrupting live underwriting and claims operations
Their business continuity arrangements do not meet PRA or Lloyd's expectations for operational resilience
They want strategic IT guidance from a provider who understands the insurance market, not just generic managed services
How it works
A straightforward four-stage process that takes you from disconnected data to actionable business intelligence.
1
Connect
We securely connect to your databases and business platforms — PostgreSQL, MySQL, SQL Server, Google Analytics, Shopify, Xero and any other data source your business relies on. Encrypted, authenticated and read-only.
2
Discover
We map your data structure, understand your reporting needs and identify the metrics, KPIs and insights that matter most to your business. We work with you to define exactly what you need to see and how often.
3
Build
We create your custom reports, dashboards, search tools and automated workflows. Every output is tailored to your requirements — from the data it pulls to the format it is delivered in and the schedule it runs on.
4
Deliver & Automate
Reports land in your inbox on schedule. Dashboards update in real time. Alerts fire when thresholds are hit. Your data works for you continuously — no manual effort, no chasing spreadsheets, no guesswork.
Why choose Cloudswitched for insurance database reporting?
We understand insurance data — from policy administration systems and claims platforms to actuarial databases and bordereaux — and build reports that meet the analytical rigour this industry demands.
Our solutions connect policy admin systems, claims databases, actuarial models, broker platforms and regulatory tools into unified dashboards with appropriate security and access controls.
Every dashboard is built around insurance-specific KPIs: combined ratio, loss ratio, expense ratio, rate adequacy and reserving metrics.
We provide ongoing support with regulatory awareness, adjusting reports for Solvency II, IFRS 17 and evolving FCA reporting requirements.
Why Cloudswitched for database reporting?
We combine deep database expertise with practical business understanding to deliver reporting that genuinely helps you make better decisions.
Deep database expertise
We understand databases at an infrastructure level — indexing, query optimisation, schema design, replication. Our reports are fast and efficient, even on large datasets.
100% custom reports
Every report is built from scratch for your business. Your metrics, your format, your schedule. No generic templates or one-size-fits-all dashboards.
Secure, read-only access
We never modify your data. Encrypted connections with read-only access ensure your database stays safe. No data copying, no third-party storage.
Multi-platform integration
PostgreSQL, MySQL, SQL Server plus Google Analytics, Shopify, Xero and more. We bring all your data sources together into unified views.
Fully automated delivery
Set it and forget it. Reports run on schedule, alerts trigger automatically, dashboards update in real time. No manual work once configured.
No SQL knowledge needed
Your team gets reports, dashboards and search tools with friendly interfaces. No database expertise required to access or understand your data.
AI-powered analysis
Ask questions about your data in plain English and get instant answers. Our AI translates natural language into database queries and presents results visually.
Scales with your business
Start with one report and scale to dozens. Add new data sources, new dashboards and new team members as your reporting needs grow. No limits.
IT company DNA
We understand infrastructure, networking, security and cloud at a deep level. Your data is in the hands of engineers who know how to handle it properly.
Industry
Database Management for Insurance
Insurance database management
Reliable database management for Insurance organisations covering administration, optimisation, security, and disaster recovery for insurance data.
Frequently Asked Questions
Got questions about database reporting and analytics for insurance businesses? We have answered the most common ones below.
Do you understand the Lloyd's market and syndicate technology requirements?
Yes. We support Lloyd's syndicates, managing agents, and coverholders across London. We understand Lloyd's market messaging, placing platforms, and the specific technology standards Lloyd's requires, including the ongoing Blueprint Two modernisation programme.
Can you help with Solvency II data and reporting requirements?
We ensure your IT infrastructure supports accurate, timely data aggregation for Solvency II reporting. This includes maintaining data integrity across underwriting, claims, and finance systems, implementing proper backup and retention policies, and supporting your actuarial and finance teams with reliable technology.
How do you handle legacy system migration in insurance?
We plan and execute phased migrations that modernise your technology without disrupting live underwriting or claims operations. We maintain parallel running periods, comprehensive data migration testing, and rollback plans to ensure business continuity throughout the transition.
What insurance-specific cyber threats should we be concerned about?
Insurance firms face targeted phishing campaigns exploiting policy and claims data, ransomware attacks aimed at disrupting operations, and data theft targeting the sensitive personal, medical, and financial information you hold. We implement layered security controls addressing these specific threat vectors.
Platforms we connect to
Your business data lives across multiple systems. We connect to all of them and bring the data together.
PostgreSQL
The world's most advanced open-source database. We connect to PostgreSQL instances on any cloud or on-premises infrastructure and query your data securely.
MySQL
The most widely used open-source relational database. We connect to MySQL databases powering your CRM, website, ERP or any custom application.
SQL Server
Microsoft's enterprise database platform. We connect to SQL Server databases running on Azure, AWS or your own servers for reporting across your Microsoft stack.
Google Analytics
Combine your GA4 website traffic data with your database records. Correlate page views, conversions and user journeys with actual sales and customer records.
Shopify
Pull Shopify order data, product performance, customer segments and inventory levels into unified reports alongside your other business data.
Xero
Connect your Xero accounting data for financial reporting. Revenue, expenses, profit margins, outstanding invoices and cash flow — combined with your operational data.
Google Ads
Combine Google Ads spend, impressions, clicks and conversions with your actual sales data. See true ROI on your ad campaigns, not just platform metrics.
Custom APIs & More
Any platform with an API or database connection can be integrated. CRMs, ERPs, ticketing systems, marketing platforms — if it stores data, we can connect to it.
Free data consultation for your insurance business!
Discover what insights are hiding in your databases. We will review your data sources, identify reporting opportunities and recommend the best approach for your insurance business — completely free.
Start making data-driven decisions today
Whether you need automated reports, live dashboards, database search tools or cross-platform analytics, our team is ready to connect your data and deliver the insights your insurance business needs.
What you will get
- ✓ Full data source audit
- ✓ Reporting opportunity assessment
- ✓ Dashboard and search tool recommendations
- ✓ Automation and scheduling plan
- ✓ Custom solution proposal
Submit your details and one of our friendly team members will be in touch with you shortly