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Applied PerformanceManagement

​The first business intelligence solution built specifically for independent insurance brokerages

  • Discover new insights into your business to drive growth
  • Improve productivity and make more informed business decisions

Applied PerformanceManagement accesses, aggregates and analyzes multiple sources of raw data within Applied Epic and Applied TAM to create dashboard views of business information. Through its dynamic visual user interface, this powerful business intelligence solution enables you to track the metrics that matter most. Analyze hundreds of combinations of key performance indicators (KPIs) through multiple dashboard views to discover new and diverse perspectives about your business. With this greater visibility, you can more quickly align resources and activities to achieve strategic objectives and priorities.

Key Benefits

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Applied PerformanceManagement provides insights and trends on:

  • Premium and Revenue: Identify new, renewed, and cancelled business and its impact
  • Client book of business: Analyze clients’ value, size, policy mix, servicing team and retention trends
  • Geographic distribution: Easily identify business opportunities and review employee business activity in nearby regions
  • Insurer relationships: Evaluate insurer response rate changes over time to support the most profitable relationships

See what our customers say


"Applied PerformanceManagement will empower our business for the future because it gives us insight that other brokerages won't have."

Kari Schill
Operations Manager and Partner

Applied PerformanceManagement Resources

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Applied PerformanceManagement

Read the Brochure

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Guide to Data Analytics: The Trend That's Reshaping the Insurance Industry

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Business Intelligence

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.