Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your brokerage’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers.
Key Benefits
Optimize internal operations
Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals.
Identify new market opportunities
Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.
Improve insurer relationships
Quickly assess insurer performance and quote and book policies with your most responsive insurers to focus business on the most profitable relationships.
Capabilities
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Employee productivity
Series of dashboards that show a summary of an employee’s total effort at the agency or department level, as well as insights into activities and tasks.
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Client retention
Offers analysis of client, policy, premium and revenue retention, with ability to filter data to analyze quarterly and year-to-date.
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Sales performance
Provides two dashboards, Employee Line of Business and Employee Summary, which deliver a summary of new, renewed and cancelled business by employee at the policy level; also allows for revenue by employee evaluation.
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Insurer relationships
Review marketing success and insurer submission activity year-to-date to identify most profitable insurer relationships.
What's New
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Transaction summary dashboard
Review summary and comparison data for the types of revenue that your agency collects in a given month, with breakdowns of the top producers, producer commission, transaction line status, and premium payable entity.
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Sales account rounding dashboard
Capitalize on recommendations of new prospective policies, based on your existing book of business and focused on specific NAICS or SIC codes, for customers that have policies expiring in the next six months.
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Employee summary dashboard
Expand your employee analysis with new data points, including a breakdown of written business and lost business, and the ability to compare time periods.
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Ready to Learn More?
Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.