AITeky Learn
Mini-project Insurance

Insurance policy register cleaner

Clean a messy policy register and summarise the portfolio by product and customer type.

The brief

An insurance branch keeps its policies in a spreadsheet full of duplicates, wrong dates and missing premiums. Clean it, document every fix, and summarise the portfolio by product, customer type and region so the branch manager finally has numbers to trust. Good looks like: a cleaning log, totals that reconcile, and a one-page portfolio summary.

What you will build

  1. Profile the data: missing values, duplicates, bad dates
  2. Clean and document every rule applied
  3. Reconcile counts and premiums before and after
  4. Summarise the portfolio by product and segment
  5. Present the summary in a short report

Free, open data to build it with

Check each dataset's licence before you publish your work. Your mentor gives your team its own version of the brief (data, scope or region), so every team's project is its own.

We use essential cookies to run the site. With your permission we also set one anonymous ID to count unique visitors, and Google Analytics cookies to see which pages help learners. Cookie notice

Join AiTeky Learn. It's free.

Create a free account to track your progress, save items for later and get study suggestions.

Sign up free Log in