Work Smarter with Inaza’s Microsoft Excel Integration

Insurance professionals live in spreadsheets. From underwriting analysis to claims tracking, Excel remains the go-to tool for quick calculations, reporting, and data views. But until now, pulling data into Excel - or getting it back into your core platform - meant relying on slow, manual steps.

That changes with Inaza’s Microsoft Excel integration.

What It Is

Our new Excel integration allows users to securely connect Microsoft Excel directly with the Inaza platform. You can now pull live insurance data into Excel from your operational datasets - claims, submissions, policy data, broker performance, and more. Need to update a pricing model or review underwriting performance? Do it in Excel and push it right back into Inaza when you're done.

No downloads. No CSV juggling. Just live, synced, actionable data.

Key Use Cases

• Claims Teams can analyze real-time claim volumes or severity distributions without waiting for an export.
• Underwriters can run scenario models using the latest submission data.
• Operations Teams can track SLA performance, response times, and premium leakage directly in Excel.
• Executives can generate up-to-date summaries and dashboards for board reporting, without chasing static reports.

What It Means for You

The Excel integration makes day-to-day insurance operations faster, more reliable, and more user-friendly. It enables teams to:

• Work in familiar tools without sacrificing data accuracy
• Eliminate delays and manual processes
• Improve collaboration between technical and non-technical staff
• Reduce errors caused by exporting outdated or incorrect files

Fast, Secure, and Insurance-Ready

Like all Inaza integrations, the Excel connector is designed for speed and security. Permissions are managed through your existing user access, and all data movements are encrypted and compliant with industry standards.

This is not a generic connector - it’s built specifically for how insurers work with data.

Ready to Get Started?

Inaza clients can activate the Excel integration directly within their platform settings. For setup support or a live demo, contact your Inaza account manager or reach out to our support team.