Insurance scorecard templates
Browse 32 role-specific balanced scorecards for Insurance, organised across 16 departments. Every template arrives with 32 pre-written KPIs, base and stretch targets, and weightings you can adjust to your own review cycle. Free Excel downloads, no signup.
Departments
16 departments with published scorecards.
Actuarial
4 scorecards
Claims
4 scorecards
Distribution and Sales
2 scorecards
Executive Office
1 scorecard
Finance
5 scorecards
Human Resources
1 scorecard
ICT
1 scorecard
Internal Audit
1 scorecard
Investments
2 scorecards
Legal and Company Secretarial
1 scorecard
Marketing
1 scorecard
Operations
2 scorecards
Reinsurance
2 scorecards
Risk and Compliance
1 scorecard
Strategy and Innovation
1 scorecard
Underwriting
3 scorecards
Scorecards in Insurance
Actuarial Analyst and other roles — browse a department above for the full list.
Insurance scorecard templates — FAQs
What scorecard templates are available for Insurance?
There are 32 role-specific scorecard templates across 16 departments, including Actuarial, Claims, Distribution and Sales, Executive Office, Finance, Human Resources. Each template covers one role rather than a whole team, so the KPIs are written for that job.
Are the Insurance scorecards free?
Yes. Every scorecard on this page is a free Excel (.xlsx) download with no signup, account or payment required.
What does a Insurance scorecard template contain?
A single Scorecard sheet with 32 pre-written KPIs spread evenly across the four balanced-scorecard perspectives (Financial, Customer & Stakeholder, Internal Processes, Learning & Growth), each with a strategic goal, unit, reporting frequency, target period, direction, base and stretch targets, and a weighting.
How does the scoring work?
Rating % = (Actual − Base) ÷ (Stretch − Base) × 100, where Base = 0% and Stretch = 100%. Ratings are weighted by each KPI's Weight % and summed into an overall score. Only the yellow Actual cells need filling in — everything else calculates.
Can the templates be edited?
Yes. The KPIs, goals, targets and weightings are all editable, with dropdowns on direction, reporting frequency and target period, and cell comments explaining each column.