Applied PerformanceManagement 2017


Enhanced performance and usability

Applied PerformanceManagement is the only integrated data analytics solution purpose built for independent insurance agencies and brokerages. Applied PerformanceManagement 2017 delivers new graphical displays including an enhanced Executive Summary dashboard and all-new Client Retention dashboard, providing insights into the key performance metrics agencies and brokerages require to make better business decisions.

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User Experience icon

An intuitive interface for
improved user experience

Applied PerformanceManagement 2017 displays key performance indicators in easy-to-read summaries to deliver visibility in a sequence of summary, context and details, providing a more automated user experience and greater business insights.

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Executive Summary dashboard depicts new, renewed and cancelled business over a three-month period, as well as month-over-month and year-over-year performance.

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All-new Retention Summary dashboard includes updated metrics and newly added drilldown capabilities to review your organization retention across client, policy, premium and revenue metrics.

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Data Validation Icon

Easier access to details for data validation

Validate the data behind the dashboards with new drilldown tables that identify the raw data used to compile various dashboards and views. Additionally, the 2017 release enables users to identify client names, policies and monetary values more quickly in the details table or exported data files.

Policy Growth Opportunity
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Enhanced performance and usability

Applied PerformanceManagement 2017 provides enhanced usability through faster load times for better performance. By transferring only the data required for trending views and leveraging software enhancements to increase load times behind the scenes, the 2017 release provides the best performance to date.

Also within the 2017 release, Applied Epic users of Applied PerformanceManagement receive nightly updates from their management system, allowing executives to review performance changes on a daily basis.

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Now Available in the U.S. and Canada.