For Agents

Applied Analytics

Make more informed business decisions with data-driven insights.

Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers.

Key Benefits

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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.

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Identify new market opportunities

Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.

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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.

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.

Read Customer Story

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.