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Applied PerformanceManagement

The first data analytics solution built specifically for independent insurance agencies

  • Obtain powerful graphical business insights
  • Improve productivity and make more informed business decisions

Applied PerformanceManagement brings clarity to key performance indicators for your business so you can make more informed business decisions. With an easy-to-understand visual interface, Applied PerformanceManagement 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. Applied PerformanceManagement accesses, aggregates and analyzes multiple sources of raw data through seamless integration with Applied Epic and Applied TAM, delivering multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships.

Key Benefits

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Applied PerformanceManagement provides insights and trends on:

  • Premium and revenue: Identify new, renewed, and cancelled business and its impact
  • Client book of business: Analyze clients’ value, size, policy mix, servicing team and retention trends
  • Geographic distribution: Easily identify business opportunities and review employee business activity in nearby regions
  • Insurer relationships: Evaluate insurer response rate changes over time to support the most profitable relationships

See what our customers say


"Every key performance indicator is tied to monetary goals of our agency, so when we make changes, we can see the impact on our employees, clients and our bottom line."

Ryan Moniz
Director of IT

Applied PerformanceManagement Resources

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Dyste Williams Drives Growth Through Connectivity

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Applied PerformanceManagement

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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.