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Quick Guide

Explore Syndicate financial performance indicators, ratios, and key metrics using an interactive Qlik Sense dashboard. Analyze key financial KPIs, ratios, and trends among Syndicates for informed decision-making.

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Quick Guide

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  1. Quick Guide Syndicate Financial Performance 30/09/2019 Esc Esc to stop at any time CLICK to start guide Insights Hub guidance

  2. CLICK TO CONTINUE BACK TOCONTENT Content What & Where? Dashboard structure Discovery journeys Analyse a country Analyse a Lloyd’s class Insights Hub guidance

  3. CLICK TO CONTINUE BACK TOCONTENT 1 2 3 4 5 6 7 ANIMATION STEPS: 7 DATA ACCESSIBILITY Data available via Statistics Relating to Lloyd’s LLOYD’S DATA GRANULARITY Syndicate level DATA AUDIENCE For Managing Agents, Strategy & MI teams SYNDICATE FINANCIAL PERFORMANCE Syndicate key financial performance indicators and ratios SYNDICATE FINANCIALSprovides key financials for all Lloyd’s Syndicates DATA DISCOVERY interactive Qlik Sense dashboard • NOTIONAL MARKETanalysis of whole market performance of a syndicate with similar business mix DASHBOARDS WHAT Core parameters include Gross Written Premiums, Claims paid (incl. Reinsurance), Profit for financial year before Tax, balance on technical account, total recognised gains and losses, financial investments, total assets and liabilities acrossSyndicates on calendar year basis. METRICS Premiums by class and Syndicate are sourced from Lloyd’s Quarterly Monitoring Report – Part A (QMA). SOURCES Available to Lloyd’s Managing Agents via the Lloyd’s Insights Hub or as PDF & Excel via the Statistics Relating to Lloyd’s page WHERE INSIGHTS HUB

  4. CLICK TO CONTINUE BACK TOCONTENT 1 2 3 ANIMATION STEPS: 3 Dashboard structure Account trendsshowing core financial KPIs for all Syndicates including gross premiums, claims paid, profit, financial investments, assets and liabilities Ratio trendsprovides premium retention, combined ratio as well as operating expenses, priory year movements as well as reinsurer’s share of incurred claims for any syndicate Abouthighlighting sources and key definitions used in this dashboard

  5. CLICK TO CONTINUE BACK TOCONTENT Sample data discovery journeys Analyse key financial performance indicatorsComparing syndicate key financial performance indicators Analyse key ratios amongst syndicates Comparing syndicate key ratios / indicators

  6. CLICK TO CONTINUE BACK TOCONTENT 1 2 3 4 ANIMATION STEPS: ANIMATION STEPS: 4 Analyse key financial performance indicators Comparing syndicate key financial performance indicators OPEN dashboard The Syndicate Financial Performance dashboard opens on the Account Trends page which provides a comprehensive overview of the following KPIs: Gross premiums written, claims paid, profit, balance on technical account, total recognized gains & losses, financial investments, total assets and liabilities.

  7. CLICK TO CONTINUE BACK TOCONTENT 1 2 3 ANIMATION STEPS: ANIMATION STEPS: 3 Analyse key ratios amongst syndicates • Comparing syndicate key ratios / indicators SELECTKey Ratios The Syndicate Financial Performance dashboard opens on the Account Trends page. Select the Key Ratios tab to start comparing ratios among Syndicates.

  8. BACK TOCONTENT 1 2 3 ANIMATION STEPS: ANIMATION STEPS: 3 Analyse key ratios amongst syndicates Comparing syndicate key ratios / indicators SELECTa Syndicate & view key ratios / indicators The Ratio trends section of this dashboard allows you to view and compare key ratios including gross claims incurred, premium retention, operating expenses as well as combined ratios between any syndicates. Choose key ratio / indicators

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