Actuarial scorecard templates
Insurance
4 balanced scorecard templates for Actuarial roles in Insurance, covering Actuarial Analyst, Actuary and Chief Actuary. Each file sets out 32 weighted KPIs for one role, with base and stretch targets and automatic scoring. Free Excel download.
Actuarial scorecards — FAQs
Which Actuarial roles have a scorecard template?
Actuarial Analyst, Actuary, Chief Actuary, Senior Actuary. Each has its own scorecard with KPIs written for that specific role.
Can I use a Actuarial scorecard for a different industry?
Yes. These are written for Insurance, but the structure and most measures transfer to other industries — the KPI rows, targets and weightings are all editable.
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.