insurance-weekly-report

What problem does it solve?

This Skill eliminates the manual, time-consuming process of creating detailed, board-level insurance weekly reports. It transforms raw data into a professional, McKinsey-style presentation, ensuring consistency, accuracy, and significant time savings for analysts and management.

Core Features & Use Cases

• Automated PPT Generation: Converts weekly car insurance data (Excel, CSV, JSON, DuckDB) into a 12-13 page, structured PowerPoint report.
• McKinsey-Style Visuals: Features problem-oriented titles, 16:9 widescreen format, quadrant and bubble charts, and a specific deep red color scheme.
• Dual-Dimension Analysis: Provides insights segmented by both organizational branch and customer category for comprehensive business review.
• Smart Data Handling: Automatically recognizes and aggregates detailed policy data, eliminating the need for manual pre-processing.
• Use Case: An insurance executive needs a comprehensive weekly report for a board meeting. Instead of spending hours compiling data and designing slides, they upload a raw data file, and this skill generates a polished, analytical PPT in minutes, ready for presentation.

Quick Start

Generate the weekly report for week 49 using the attached 'car_insurance_data.xlsx' file.