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Applied Analytics

Data-driven insights for your agency.

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Overview

Applied Analytics, formerly known as Applied PerformanceManagement, is a data analytics solution that provides insurance agencies with insights into their book of business, employee productivity, and client relationships. It offers a set of pre-built dashboards and reports that are integrated with Applied's agency management systems.

✨ Key Features

  • Role-based Dashboards
  • Book of Business Analysis
  • Employee Productivity Tracking
  • Client Profitability Analysis
  • Data Visualization

🎯 Key Differentiators

  • Seamless integration with Applied's agency management systems
  • Pre-built, role-based dashboards for insurance agencies
  • Focus on operational and performance analytics

Unique Value: Provides Applied Systems customers with an integrated and easy-to-use analytics solution to gain insights from their agency data.

🎯 Use Cases (4)

Analyzing agency performance and profitability Identifying opportunities for growth and efficiency Managing employee performance and workflows Understanding client needs and behavior

✅ Best For

  • Helps agencies that use Applied Systems to leverage their data for better decision-making.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Only available for agencies that use Applied's agency management systems.

🏆 Alternatives

Vertafore Analytics RiskMatch Tableau

Offers a more seamless and out-of-the-box experience for Applied customers compared to third-party BI tools that would require custom integration.

💻 Platforms

Web

🔌 Integrations

Applied Epic Applied TAM

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

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