Applied Analytics

Make more informed decisions with data-driven insights

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Risk Map Dashboard

Traditional reporting provides historical business insights at an aggregate level by summarizing raw data to answer the question of what happened at a specific time in the past. Data analytics goes a step further by providing insights on why something happened to provide context for future planning.

Take a Look at What’s New

Employee Insights

Role-Based Security

View dashboards that show a summary of an employee’s total effort at the agency or department level, including insights into activities and tasks.

Move Beyond Simple Reporting

Gain Insight into Employee Productivity

Applied Analytics is the only integrated data analytics solution that presents your management system data in an easy-to-understand visual interface. Fully integrated with Applied Epic, the solution accesses, aggregates and analyzes your data to deliver multiple levels of analysis on key performance indicators across your agency’s book of business, employee operations and insurer relationships.

Visualize Your Business Reporting

The latest release of Applied Analytics provides more detailed insight into client risks, employee productivity, and premium benchmarks, allowing for greater insight across all operations and to keep policy renewal rates high.

Premium Benchmarks

Review a summary of new, renewed and canceled business, as well as revenue by employee at the policy level.

Evaluate Sales Performance

Revise to, "Analyze client, policy, premium and revenue data filtered by quarter or year to date.

Analyze Client Retention

Review marketing success and insurer submission activity year to date to identify the most profitable insurer relationships.

Identify Profitable Insurer Relationships

Mirroring Applied Epic’s role-based security settings, dashboard dataset access can now be limited to branch, department and profit-center leads, as well as individual employees. Additionally, dashboard access can be toggled on and off per user to view dashboards that only apply to their role.

Role-Based Security

This dashboard provides the power to compare a BOP Policy Premium to the current industry average. The premium benchmarks model is powered by over one million policies, comparing the current policy to policies with similar details in order to win new business or validate with current customers that you remain competitive at policy renewal.

Premium Benchmarks

Expanded Employee Productivity dashboard now provides a more complete view of the volume of work and how key staff members are managing their workloads with greater visibility into overdue activities.

Employee Insights

All-new Risk Map dashboard, powered by Google Maps™, provides easy-to-use, interactive map features to more efficiently identify client risks.

Risk Map Dashboard

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