Alteryx & Power BI for Insurance Management Controllers
Learn how to structure powerful management control processes using Alteryx and Power BI. This specialized training allows you to effectively process your data, automate reporting and build dynamic dashboards adapted to the insurance sector. In 2 days, master the key tools to make your financial analyses more reliable, save time and better manage your business.
What you are going to learn
Automate data preparation and cleaning with Alteryx.
Automate data preparation and cleaning with Alteryx.
Create dynamic dashboards in Power BI to track margins, ratios, and portfolios.
Optimize recurring reporting processes with visual and reusable workflows.
What profiles is the training aimed at
You are a management controller in the insurance sector and want to automate your reporting.
You handle complex Excel tables and want to be more reliable with Alteryx.
You build dashboards to monitor profitability, premiums, or claims.
You want to structure a data-based management approach in a regulated environment.
Immerse yourself in the heart of the key tools of modern data
This course combines the power of Alteryx to automate the processing of accounting and actuarial data, and the flexibility of Power BI to provide clear, dynamic, and interactive indicators.
Speakers of this session
At Prime Elevate, our trainers are more than just teachers. Above all, they are active BI consultants and Business Analysts, with concrete experience in the Banking, Insurance and Finance sectors. Their mission: to share real, applicable knowledge, and aligned with the business challenges of our customers.
The strengths
- 100% insurance-oriented sectoral training.
- Concrete examples from real management cases (technical results, management ratios, portfolio fees, etc.).
- Approach equipped with Alteryx for production + Power BI for feedback.
- Reusable and logical templates adaptable to other financial functions.
Training program
1. Introduction to the challenges of enhanced management control
2. Getting started with Alteryx Designer
3. Building an automated reporting process
4. Introduction to Power BI as a visualization tool
5. Restitution, collaboration and sharing
6. Quiz, feedback and validation of knowledge
A training course that can be financed 100% via OPCO
Our organization is Qualiopi certified, which allows you to benefit from total or partial support for your training.
Several mechanisms can finance your skills development:
OPCO, Pôle Emploi, company training plans, or even public subsidies.
Need help identifying the right solution for your situation?
Contact us, we will guide you step by step.
Our learners talk about Prime Elevate
A day that transformed my vision of data analysis. Thank you to the entire Prime Elevate team for their pedagogy, their kindness and this great energy.
Data Analyst
SportsTech
Training: Data & Alteryx
Congratulations to the trainers, who are very educational and have mastered their subjects. The session was of a high quality, and very interactive. Thanks!
Financial director
Bank
Training: Power BI for financial decision makers
Quality training, presenting a lot of innovation in periodic reports.
Management controller
Insurance
Training: Business KPIs and Process Automation
Formation intra-entreprise sur mesure
Nos programmes sont disponibles en inter ou intra-entreprise, et adaptables à vos enjeux métier. Une opportunité concrète pour faire grandir vos collaborateurs… et votre entreprise.
Why Prime Elevate?
Prime Elevate is much more than a training catalog: it is a strategic lever for transformation for your teams. We combine field expertise, tailor-made support and active pedagogy to sustainably anchor skills. Thanks to a hybrid, concrete and certified approach, we train professionals who are operational, autonomous and ready to meet the challenges of tomorrow.
Fast transformation
Our courses are designed to respond to the accelerated changes in the market, by developing skills that can be directly mobilized.
Need for agility
We offer modular and flexible formats, designed to adapt to your operational challenges and your organization.
Autonomy required
We make your employees change agents, capable of mastering the tools and initiating the transformation of their practices.
Qualiopi certification
Our processes are Qualiopi certified, guaranteeing a high level of educational requirements and simplified access to OPCO funding.
Our other Data & AI courses
Do you want to go further or train other profiles in your team?
We offer a catalog of complementary training courses, designed to quickly develop operational skills.
Power BI - Beginner Level
Understand the basics of BI, create interactive dashboards, and manage your data independently
Alteryx Designer - Beginner Level
Automate data processing without coding, thanks to an intuitive interface and visual workflows.
Excel VBA for Financiers
Create tailor-made tools in Excel, automate your complex files and save time on a daily basis
We will get back to you as soon as possible.
Please try again or contact us at contact@primeanalytics.fr.