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What's New in Applied PerformanceManagement

Enhanced performance and usability

Applied PerformanceManagement is the only integrated data analytics solution purpose-built for independent insurance agencies. The latest capabilities of Applied PerformanceManagement deliver new data insights, an intuitive interface and enhanced usability for more seamless dashboard navigation and greater performance.

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Gain new data insights with enhanced dashboards

Applied PerformanceManagement displays key performance indicators in easy-to-read summaries to deliver visibility in a sequence of summary, context and details, providing a more intuitive user experience and greater business insights.

Policy Analysis 1

New Expiring policies dashboard that enables you to get ahead of renewals with a six month summary of expiring policies – broken down by amount of premium, types of policies, and expiring clients – in a single view.

Policy Analysis 2

Understand active revenue and client count for your book of business by line so you know your most profitable lines of business.

Policy Analysis 3

Leverage the Book of Business Policy dashboard to see how your book of business is trending year over year.

Policy Analysis 4

Insurer line of business dashboard provides a view into which lines of business on issued policies have changed compared to prior periods.

Policy Analysis 5

Insurer marketing dashboard enables Applied Epic users to review marketing success and insurer submission activity year-to-date to identify most profitable insurer relationships.

Policy Analysis 6

Employee summary dashboard provides greater comparison and ranking capabilities to evaluate employees across monetary and volume KPIs.

Policy Analysis 7

Organization summary dashboard summarizes employee and department productivity levels across a variety of metrics to identify operational trends.

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Access details for data validation more easily

Validate the data behind the dashboards with new drilldown tables that identify the raw data used to compile various dashboards and views. Additionally, the release enables users to identify client names, policies and monetary values more quickly in the details table or exported data files.

Policy Growth Opportunity
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Navigate dashboards more easily and view larger time intervals of data

Applied PerformanceManagement provides enhanced usability through faster load times for better performance. By transferring only the data required for trending views and leveraging software enhancements to increase load times behind the scenes, the release provides the best performance to date. The application also offers new date filtering and ranges, including quarters and year-to-date, so that you gain greater insight into your business by comparing results across a larger interval of time.

Additionally, Applied Epic users of Applied PerformanceManagement receive nightly updates from their management system, allowing executives to review performance changes on a daily basis.

Now Available in the U.S. and Canada.



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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.