Policyholder Premium Payment Records
This dataset provides detailed records of insurance premium payments, including payment status, due dates, amounts, and policyholder details. It enables monitoring of timely, late, or missed payments for risk assessment, operational efficiency, and customer management. The dataset is ideal for payment analytics, risk modeling, and improving premium collection processes.
Sample rows
preview · 8 of 95 rows · all 20 columns| payment_idstring | payment_statusstring | premium_amount_paidfloat | payment_methodstring | policyholder_idstring | policy_idstring | premium_due_datedate | payment_datedate | premium_amount_duefloat | days_lateinteger | collector_idstring | policyholder_namestring | policyholder_emailstring | policyholder_phonestring | policyholder_address_streetstring | policyholder_address_citystring | policyholder_address_statestring | policyholder_address_postal_codestring | policyholder_address_countrystring | notesstring |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PMT0001 | paid | 1125.75 | credit_card | PH001 | POL1001 | 2023-01-15 | 2023-01-13 | 1125.75 | 0 | AGT21 | John Whittaker | jwhittaker@ | +1-281-555-0197 | 100 Maple Ave | Houston | TX | 77005 | USA | Paid in advance |
| PMT0002 | late | 950 | bank_transfer | PH002 | POL1002 | 2023-01-20 | 2023-01-27 | 950 | 7 | AGT17 | Lisa Kim | lisa.kim@ | +1-650-555-0113 | 45 Shady Glen | Palo Alto | CA | 94301 | USA | Late due to bank holidays |
| PMT0003 | missed | 0 | blank | PH003 | POL1003 | 2023-02-01 | blank | 1220.5 | 0 | AGT12 | Maria Singh | maria.singh@ | +44 20 7946 0998 | 70 High Street | London | Greater London | SW1A 1AA | UK | No payment received |
| PMT0004 | partial | 500 | cash | PH004 | POL1004 | 2023-02-10 | 2023-02-13 | 715 | 3 | AGT09 | Jennifer Muller | jmuller@ | +49 1512 555555 | 12 Berliner Str | Berlin | Berlin | 10115 | Germany | Partial payment, follow up |
| PMT0005 | paid | 825.25 | online_portal | PH005 | POL1005 | 2023-03-01 | 2023-03-01 | 825.25 | 0 | SYS01 | David Li | david.li@ | +1-212-555-0183 | 78 Central Park W | New York | NY | 10023 | USA | blank |
| PMT0006 | missed | 0 | blank | PH006 | POL1006 | 2023-03-15 | blank | 1599.99 | 0 | AGT04 | Thomas Lefevre | thomas.lefevre@ | +33 1 22 33 44 55 | 23 Rue de Rivoli | Paris | Île-de-France | 75004 | France | Second missed payment |
| PMT0007 | paid | 980 | bank_transfer | PH007 | POL1007 | 2023-01-31 | 2023-01-30 | 980 | 0 | AGT23 | Anna Kowalski | anna.kowalski@ | +48 12 345 6789 | 5 Nowa | Krakow | Malopolskie | 30-001 | Poland | blank |
| PMT0008 | late | 1300 | check | PH008 | POL1008 | 2023-04-01 | 2023-04-09 | 1300 | 8 | AGT13 | Peter Edwards | peter.edwards@ | +1-415-555-0118 | 88 Lombard St | San Francisco | CA | 94133 | USA | Delay due to check clearance |
| PMT0009 | missed | 0 | blank | PH009 | POL1009 | 2023-02-15 | blank | 1050 | 0 | AGT07 | Omar Al-Farsi | o.alfarsi@ | +971 50 123 4567 | 15 Sheikh Zayed Rd | Dubai | Dubai | 00000 | UAE | No response from client |
| PMT0010 | late | 950 | online_portal | PH002 | POL1002 | 2023-02-20 | 2023-02-24 | 950 | 4 | SYS01 | Lisa Kim | lisa.kim@ | +1-650-555-0113 | 45 Shady Glen | Palo Alto | CA | 94301 | USA | blank |
| PMT0011 | paid | 765.5 | credit_card | PH010 | POL1010 | 2023-03-22 | 2023-03-22 | 765.5 | 0 | AGT18 | Samantha Klein | s.klein@ | +49 160 5555555 | 2 Hauptstrasse | Munich | Bavaria | 80331 | Germany | blank |
| PMT0012 | missed | 0 | blank | PH011 | POL1011 | 2023-02-18 | blank | 490 | 0 | SYS01 | Elena Rossi | e.rossi@ | +39 055 1234567 | Via Roma 10 | Florence | Tuscany | 50123 | Italy | Awaiting client update |
| PMT0013 | paid | 1100 | bank_transfer | PH012 | POL1012 | 2023-04-12 | 2023-04-12 | 1100 | 0 | AGT28 | Miguel Torres | miguel.torres@ | +52 55 5555 5555 | Calle Reforma 200 | Mexico City | CDMX | 06600 | Mexico | blank |
| PMT0014 | late | 1425 | check | PH013 | POL1013 | 2023-03-14 | 2023-03-20 | 1425 | 6 | AGT19 | Aisha Patel | aisha.patel@ | +91 22 2345 6789 | 55 MG Road | Mumbai | Maharashtra | 400001 | India | blank |
| PMT0015 | missed | 0 | blank | PH014 | POL1014 | 2023-04-05 | blank | 730 | 0 | AGT15 | Rachel Evans | r.evans@ | +44 1632 960123 | 14 King St | Manchester | Greater Manchester | M1 1AA | UK | Policyholder contacted for payment |
| PMT0016 | paid | 905.5 | online_portal | PH015 | POL1015 | 2023-03-10 | 2023-03-10 | 905.5 | 0 | SYS02 | Lucas Martin | lucas.martin@ | +33 6 12 34 56 78 | 8 Rue des Fleurs | Lyon | Auvergne-Rhône-Alpes | 69001 | France | blank |
| PMT0017 | missed | 0 | blank | PH002 | POL1002 | 2023-03-20 | blank | 950 | 0 | AGT17 | Lisa Kim | lisa.kim@ | +1-650-555-0113 | 45 Shady Glen | Palo Alto | CA | 94301 | USA | 3rd attempt pending |
| PMT0018 | paid | 675 | cash | PH016 | POL1016 | 2023-03-12 | 2023-03-12 | 675 | 0 | AGT11 | Sophia Zhang | sophia.zhang@ | +86 10 1234 5678 | 22 Dongzhimen | Beijing | Beijing | 100007 | China | blank |
| PMT0019 | late | 825 | credit_card | PH017 | POL1017 | 2023-04-08 | 2023-04-14 | 825 | 6 | AGT21 | William Brown | will.brown@ | +1-917-555-0101 | 99 5th Ave | Brooklyn | NY | 11215 | USA | Paid after reminder |
| PMT0020 | missed | 0 | blank | PH018 | POL1018 | 2023-04-22 | blank | 1200 | 0 | AGT02 | Natalia Petrova | n.petrova@ | +7 495 123-45-67 | 60 Nevsky Prospect | St Petersburg | Saint Petersburg | 190000 | Russia | Client unreachable |
What the 95 rows show
from the 95-row sampleMissed (payment status) stands out: mean premium_
- 410.5median premium_
amount_ paid - 678.8median premium_
amount_ due - 0median days_
late
Median 410.5, from 0.0 to 1,430.
- string 15
- integer 1
- float 2
- date 2
Columns
20 columns in three groups| column | type | description | example |
|---|---|---|---|
| Text 15 columns | |||
payment_id | string | Unique identifier for each premium payment recordunique | PMT0001 |
policyholder_id | string | Unique identifier for the policyholder | PH001 |
policy_id | string | Unique identifier for the insurance policy | POL1001 |
payment_status | string | Status of the payment (e.g., paid, late, missed, partial)paid · late · missed · partial | paid |
payment_method | string | Method used for payment (e.g., bank_transfer, credit_card, cash, check, online_portal)bank_transfer · credit_card · cash · check · online_portal · optional | credit_card |
collector_id | string | Identifier for the agent or system that collected the paymentoptional | AGT21 |
policyholder_name | string | Full name of the policyholderoptional | John Whittaker |
policyholder_email | string | Email address of the policyholderoptional | jwhittaker@ |
policyholder_phone | string | Phone number of the policyholderoptional | +1-281-555-0197 |
policyholder_address_street | string | Street address of the policyholderoptional | 100 Maple Ave |
policyholder_address_city | string | City of the policyholder's addressoptional | Houston |
policyholder_address_state | string | State or province of the policyholder's addressoptional | TX |
policyholder_address_postal_code | string | Postal code of the policyholder's addressoptional | 77005 |
policyholder_address_country | string | Country of the policyholder's addressoptional | USA |
notes | string | Additional notes or comments about the payment recordoptional | Paid in advance |
| Numbers 3 columns | |||
premium_amount_due | float | Amount of premium due for the payment period0 or more | 1125.75 |
premium_amount_paid | float | Amount of premium actually paid by the policyholder0 or more · optional | 1125.75 |
days_late | integer | Number of days the payment was late (0 if on time or missed entirely)0 or more · optional | 0 |
| Dates and times 2 columns | |||
premium_due_date | date | Date when the premium payment is due | 2023-01-15 |
payment_date | date | Date when the premium payment was madeoptional | 2023-01-13 |
Use it for
An insurance dashboard
Premium_
amount_ paid by payment_ status and a breakdown of payment_ method. Excel, Power BI or Tableau. Why do the 25 missed rows have a mean premium_
amount_ paid of 0.0? A root-cause class exercise
Hand out the rows and one question. The answer is in the data, not in the brief.
- Payments95PMT00011125.75paidPMT0002950latePMT00030missed
A software demo
Believable payments with policyholder_
id, policy_ id and premium_ due_ date to fill a screen in front of a buyer.
blueprint · policyholder-premium-payment-records
Behind this dataset
Same schema. As many rows as you need.
These 95 rows came out of a blueprint — 20 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.
- Log payment date and amount
- Flag overdue payments
- Calculate days late if applicable
- Aggregate by policy type
- Alert for consecutive missed payments
1 credit per row. Preview 20 rows free. Buy rows for the full run.
- Exports
- CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
- Licence
- yours to use, including commercially
- API slug
- policyholder-premium-payment-records