Key Benefits
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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Risk map dashboard
All new Risk Map dashboard, powered by Google Maps™, provides easy-to-use, interactive map features to more efficiently identify client risks.
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Role-based security
Mirroring Applied Epic’s role-based security settings, dashboard dataset access can now be limited to branch, department and profit-center leads, as well as individual employees. Additionally, dashboard access can be toggled on and off per user to view dashboards that only apply to their role.
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Insurer analysis
All new Insurer Summary dashboard that provides greater visibility into written premium and commission, broken down by insurer from the policy fields in Applied Epic to allow for better management of insurer relationships. Additionally, the enhanced Insurer Line dashboard provides greater detail on new business by insurer, as well as existing business that has moved to a new insurer.
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Employee insights
Expanded Employee Productivity dashboard now provides a more complete view of the volume of work and how key staff members are managing their workloads with greater visibility into overdue activities.
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.