Applied PerformanceManagement

Applied PerformanceManagement is the first data analytics solution built specifically for independent insurance agencies.


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.

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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

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Product Benefits
Improve productivity and optimize internal operations

Applied PerformanceManagement provides a consolidated view of internal operations and employee productivity with key performance indicators (KPIs) that trend over time, enabling you to optimize internal operations based on historical employee performance trends, success rates and progress toward projected goals.

Develop more clients and create new market growth

Applied PerformanceManagement analyzes critical business KPIs and client portfolio development, including retention, inside sales opportunities, and new market and growth targets. With these insights, you can sustain current client revenue and build additional revenue channels, further elevating your role as trusted advisor.

Improve insurer relationships

Applied PerformanceManagement allows you to quickly assess insurer performance in terms of policy volume and revenue, new business and submission activities. These insights enable you to quote and book policies with your most responsive insurers, allowing your agency to produce more new business with higher net revenues.

For more information about Applied PerformanceManagement and other Applied solutions, call us at 1.800.786.1362 or Contact Us.

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