Applied Launches Epic Dashboards, All-New Embedded Data Analytics Capability Natively in Applied Epic
July 30 2024 - 12:00PM
Applied Systems® today announced the general release of Epic
Dashboards, embedded analytics within Applied Epic®, for users in
the U.S. and Canadian markets. Epic Dashboards democratizes access
to the vast data captured in Applied Epic, organizing it into
insightful visualizations tailored to help leaders and team members
across the agency understand trends within an agency’s book of
business, employee workload balance, and preferred carriers.
“My first big ‘aha!’ moment with [Epic] Dashboards was when [a
carrier] announced they were exiting the market, [and] our CEO
asked me how this would impact us,” said Sarah Klapperich, Vice
President, Client Experience, McClone Insurance, speaking on their
participation in an early access program to help refine the design
of Epic Dashboards. “Historically, I would have reached out to my
IT department and asked them to run a report, but because we had
Dashboards, I could pull it up myself and [provide an answer]
within 30 seconds. It was a really big win to access data in
real-time on my own.”
Across all stages of the insurance lifecycle, relevant
information for a specific job role is presented in an
easy-to-understand visual format to help users double-click into
what’s happening with their business, teams, and workflows. Whether
an individual contributor, team leader, operational admin, or
agency owner is exploring pertinent customer and operational data,
Epic Dashboards delivers a core set of capabilities, including:
- Flexible Performance and Operating Metrics
Views: Each dashboard is designed to be filtered by
various views, including branch, department, profit center, dollars
(estimated, annualized, billed), premium, and commission, at the
time interval that makes sense for the agency’s business, making it
easy for users to consume information in the way that best meets
the organization’s operational structure.
- Pulse Dashboards: A high-level landing page
summarizes the performance, organizational productivity and other
critical business data available and most relevant to a user’s role
and easily drills down into specific customer details or links to
other related dashboards within the persona, saving time and clicks
to sort through unnecessary data.
- Data Delivery and Scheduling: Data is
exportable into preferred formats like PDF, CSV, or PNG that can
also be scheduled to deliver via email on a cadence that makes
sense to inform decision-making at the moments that matter.
- Alerts: Alerts can be configured at the
individual dashboard level for conditions such as expiring
policies, overdue activities, or book of business goals, notifying
users when a potential action needs to be taken.
- Data Quality Dashboards: Data quality
dashboards provide views into specific data points in the system
that are potentially incomplete or have incorrect data such as
invalid employees, policies missing estimated premium, and active
clients with no in-effect policies, to validate key points of data
quickly without creating multiple reports.
- Custom Dashboard Builder: Asset Builder
provides support for creating custom dashboards based on the
organization’s unique needs in situations where pre-built
dashboards do not answer critical agency-specific questions,
providing flexibility to create visualizations that provide
insights into data important to your insurance
agency/brokerage.
“Applied’s vision for data analytics is to provide best-in-class
data and analytics solutions that help agencies understand what is
happening in their business, make data-driven decisions, and create
more intelligent and connected workflows to automate next best
actions,” said Anupam Gupta, chief product officer, Applied
Systems. “Epic Dashboards is the next important milestone in
unlocking data from the foundational agency management system to
create simple, visual value so agencies can make smarter decisions
across the business that positively impact their sales pipeline,
financial performance, and carrier relationships.”
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The Applied products and logos are trademarks of Applied
Systems, Inc., registered in the U.S.
About Applied SystemsApplied Systems is the leading
global provider of cloud-based software that powers the business of
insurance. Recognized as a pioneer in insurance automation and the
innovation leader, Applied is the world’s largest provider of
agency and brokerage management systems, serving customers
throughout the United States, Canada, the Republic of Ireland, and
the United Kingdom. By automating the insurance lifecycle,
Applied’s people and products enable millions of people around the
world to safeguard and protect what matters most.
Lauren Malcolm
Applied Systems
(678) 438-5093
LMalcolm@appliedsystems.com