Manually combing through the mountain of data in Applied Epic® looking for answers wastes precious time. You need an easier way to review the data relevant to you so you can make faster, more informed decisions. Meet Epic Dashboards, an interactive reporting and analytics capability embedded directly in Applied Epic to help you answer your brokerage's most pressing business performance questions. These persona-based dashboards present relevant information for a specific job role in an easy-to-understand visual format that each person can double-click into to see what’s happening with their business, teams, and workflows. Help your team keep a pulse on their area of expertise with Epic Dashboards.
If you’re already an Applied Epic customer, you can get started with Epic Dashboards here in a few easy steps.
Key Benefits
Understand performance trends, organizational productivity, and other critical business drivers scoped for the specific needs and objectives of various leader and individual contributor roles.
Save time and effort by no longer having to run and prepare multiple disparate reports to answer common and recurring questions.
Reduce screen jumping and clicks across multiple systems with visualizations embedded and accessible directly within Applied Epic.
Validate the quality and completeness of data captured in your management system with an understanding of how data feeds into various visualizations and calculations.
Capabilities
Pulse Dashboard
A high-level landing page summarizes the performance, organizational productivity, and other critical business data available and most relevant to each brokerage role. It easily drills down into specific customer details or links to other role-related dashboards, saving time and clicking to sort through unnecessary data.
Role-Based Dashboards
Pre-built, role-based dashboards make it quick and easy to find the answers you’re looking for and take action. Dashboards are available for seven brokerage roles, including principals, servicing department leaders, sales managers, accountants, servicing reps, producers and IT managers/system admins.
Flexible Views
Views can be filtered by branch, department, profit centre, dollars (estimated, annualized or billed), premium or commission at the time interval that makes sense for your business. You can favourite views to quickly reference saved dashboards again later. Configuration capabilities also give you the flexibility to build custom reports specific to your business needs.
Data Delivery and Scheduling
Easily download data in preferred formats like PDF, CSV, or PNG and schedule the delivery of charts and reports to specific individuals via email on a cadence that makes sense to inform decision-making at the moments that matter.
Alerts
Alerts can be configured at the individual tile level for conditions such as expiring policies, overdue activities, or book of business goals. They notify you when a potential action needs to be taken instead of having to review a static report every day.
Data Quality Dashboards
Data quality dashboards provide views into specific data points in the system that are potentially incomplete or have incorrect data, such as invalid employees, policies missing estimated premiums, and active clients with no in-effect policies, to validate key points of data quickly without creating multiple reports.
Custom Dashboard Builder
Asset Builder supports creating custom dashboards based on your organization’s unique needs in situations where pre-built dashboards do not answer critical business-specific questions. It provides flexibility to create visualizations that provide insights into data important to your insurance brokerage.
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.