Applied Analytics: Data Analytics for Insurance Brokerages | Applied Systems Canada

For Brokers

Applied Analytics

Make more informed business decisions with data-driven insights.

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

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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.

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Identify new market opportunities

Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.

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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

  • 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.

  • Client retention

    Offers analysis of client, policy, premium and revenue retention, with ability to filter data to analyze quarterly and year-to-date.

  • 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.

  • Insurer relationships

    Review marketing success and insurer submission activity year-to-date to identify most profitable insurer relationships.

What's New

  • 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.


  • 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.


  • 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.


  • 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.

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.

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.

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.

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.