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What's New in Applied PerformanceManagement

Enhanced performance and usability

Applied PerformanceManagement is the only integrated data analytics solution purpose-built for independent insurance brokerages. The latest capabilities of Applied PerformanceManagement deliver new data insights, an intuitive interface and enhanced usability for more seamless dashboard navigation and greater performance.

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Gain new data insights with enhanced dashboards

Applied PerformanceManagement displays key performance indicators in easy-to-read summaries to deliver visibility in a sequence of summary, context and details, providing a more intuitive user experience and greater visualized business insights.

Sales Performance

Gain deeper insights into month over month pipeline trends, as well as compare multiple employees' sales performance across differing sales teams.


Analyze key data fields in Applied Epic to verify sufficient and accurate data is in use in the management system.

Employee BOB

Review insight into both active new and renewed business, as well as the total and average value of each client, for a total assessment on book of business value.

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Easily view the important information you need

The new home page view highlights key dashboards and important release specific updates for Applied PerformanceManagement.

Home Screen
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Access details for data validation more easily

Validate the data behind the dashboards with new drilldown tables that identify the raw data used to compile various dashboards and views. Additionally, the release enables users to identify client names, policies and monetary values more quickly in the details table or exported data files.

Policy Growth Opportunity
Now Available in the U.S. and Canada.



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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.