For Agents
Applied Analytics
Make more informed business decisions with data-driven insights.
Key Benefits
Optimize internal operations
Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals.
Identify new market opportunities
Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.
Improve insurer relationships
Quickly assess insurer performance and quote and book policies with your most responsive insurers to focus business on the most profitable relationships.
Optimize internal operations
Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals.
Identify new market opportunities
Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.
Improve insurer relationships
Quickly assess insurer performance and quote and book policies with your most responsive insurers to focus business on the most profitable relationships.
Capabilities
Employee productivity
Series of dashboards that show a summary of an employee’s total effort at the agency or department level, as well as insights into activities and tasks.
Client retention
Offers analysis of client, policy, premium and revenue retention, with ability to filter data to analyze quarterly and year-to-date.
Sales performance
Provides two dashboards, Employee Line of Business and Employee Summary, which deliver a summary of new, renewed and cancelled business by employee at the policy level; also allows for revenue by employee evaluation.
Insurer relationships
Review marketing success and insurer submission activity year-to-date to identify most profitable insurer relationships.
What's New
Transaction summary dashboard
Review summary and comparison data for the types of revenue that your agency collects in a given month, with breakdowns of the top producers, producer commission, transaction line status, and premium payable entity.
Sales account rounding dashboard
Capitalize on recommendations of new prospective policies, based on your existing book of business and focused on specific NAICS or SIC codes, for customers that have policies expiring in the next six months.
Employee summary dashboard
Expand your employee analysis with new data points, including a breakdown of written business and lost business, and the ability to compare time periods.
What's New
Transaction summary dashboard
Review summary and comparison data for the types of revenue that your agency collects in a given month, with breakdowns of the top producers, producer commission, transaction line status, and premium payable entity.
Sales account rounding dashboard
Capitalize on recommendations of new prospective policies, based on your existing book of business and focused on specific NAICS or SIC codes, for customers that have policies expiring in the next six months.
Employee summary dashboard
Expand your employee analysis with new data points, including a breakdown of written business and lost business, and the ability to compare time periods.
Customer Success
Anderson Insurance Associates
Applied Analytics
Analyzing client and business data at Anderson Insurance Associates is a major part of its strategic plan. The agency leverages Applied Analytics to gain key insight and uncover business opportunities like never before.
Ready to Learn More?
Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.