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Applied Epic Dashboards and reporting

See the agency's numbers the moment you think to ask

Your team opens a dashboard and reads the answer straight away. Insurance analytics software inside Applied Epic works from the same numbers everyone enters every day.

The same questions come back weekly

Reports answer one question at a time, and the same question comes back every week. A principal asking which carriers are writing the most new business combines several reports, exports them, and builds a summary by hand.

Dashboards in Applied Epic keep the repeat questions answered, so you see the number in time to do something about it.

Key benefits

What visual dashboards change for an owner running the agency

Decisions made in the week

The answer is there when the question comes up, so a problem gets addressed while the quarter can still change.

No analyst to build reports

Recurring questions answer themselves, so nobody spends Monday exporting reports and assembling a summary that's out of date by Wednesday.

One set of numbers

Every department works from the same figures, so a meeting starts focused on what to do rather than which report to believe.

Gaps caught before renewal

Missing premium, expiring policies and clients with no active coverage surface as alerts, not as something noticed after the fact.

Know what needs your team's attention

How it works

Open on today's priorities

Every role starts on its own Pulse dashboard, with anything overdue or expiring already surfaced. 

Keep insights and next steps connected

Click any figure and land on the accounts, policies and activities that produced it. 

Set thresholds that alert the right person

Trigger an alert on expiring policies or book goals, and automatically send it to whoever owns that metric.

Know what needs your team's attention

Know what changed in the book and why

How it works

Create quick comparisons across periods

Compare this quarter against last, or the same quarter a year ago, with the swing shown.

See where your book is growing

Slice by branch, department or profit center to find where the number actually comes from.

Keep a pulse on claims

Read loss ratio, claim type, age and status to see where the book carries exposure.

Know what changed in the book and why

Part of Applied Epic

Dashboards read what the rest of the agency enters

The number on the dashboard is the same number your team keyed this morning, so nobody argues about whose figure is right.

Explore the full platform

Key features at a glance

Off-the-shelf views curated for roles across the agency, and your team can build anything they do not cover.

  • Role-based views

    Seven views come pre-built for owners, department managers, sales managers, producers, finance, servicing and IT.

  • Geographic views

    Client locations and risk exposure plot on a map, for sales-call planning and post-storm review.

  • Data quality checks

    Completeness checks flag missing premium, contacts without email and clients with no active policy.

  • Custom dashboards

    Your team can build a dashboard from Applied Epic data not answered by the pre-built views.

  • Saved filters and default view

    Filter by premium or commission, daily through quarterly, save what you use and set what opens first.

  • Scheduled delivery and exports

    Charts go out by email on a schedule, and any view exports to PDF, CSV or PNG.

What customers see from Dashboards

  • 5-7

    Daily reports replaced

    Covered by one Pulse dashboard that opens on the day's priorities.

  • 30

    Seconds to important answers

    Without a request to IT or hours spent manually formatting and running static reports.

Frequently asked questions about Dashboards

Insurance analytics software turns the data already in your management system into role-specific views your team can read without help. In Applied Epic, Dashboards curate pre-built views for different agency roles, covering book of business, claims and client services, and reading the same account and policy details your team enters every day. No export, no IT request.

Each view is scoped to one role's responsibilities. An owner or principal opens book of business and claims trend. For a department manager, it is open services, expiring items and overdue activities; finance and accounting, premium and commission. A producer gets their own accounts and opens opportunities. Every role starts on the Pulse dashboard and drills from there.

It comes straight from Applied Epic, so what you see reflects your book of record rather than a copy of it. Most persona dashboards refresh hourly; the accountant view refreshes every two hours. Because nothing is exported, no version of the number sits in a stale spreadsheet.

Applied Epic Reports answers one question at a time and returns a static result. Dashboards helps answer the recurring questions in a live, role-based view, so the same question does not have to be re-run, exported and assembled by hand every week. It is the go-forward layer for trend analysis, including period and year-over-year comparison.

Each dashboard renders your book as charts, maps and ranked lists rather than rows to read. Figures are clickable, so selecting a bar or a segment opens the accounts, policies and activities behind it. Views export to PDF, CSV or PNG when a number needs to travel outside the agency.

Go deeper on Dashboards

Ready to see your own numbers? 

See how Dashboards in Applied Epic answer the questions you ask once a quarter in a view you open every morning. 

Explore the platform