Harnessing technology to make insightful business decisions

Stephanie Tanner, director of administration at Tanner Insurance, said, “With Applied Epic, we can monitor each department and each role to focus on gaps or what we’re doing too much. With this solution, we can create a customized view of what we want to see in our reports, where Applied TAM wasn't customizable. You had the data there, and it appeared reliable at the time, but the ability to customize what we want to see and how we want to break it down gives us more flexibility on how we compare things.” Stephanie also said, “Let's say we're looking at financials. We can pull up policy types and different lines of business and configure them however we want. It breaks it down into accurate visualizations we've never been able to see before and in real time.”

“We have a fantastic team here; everyone plays an important role,” she said. “We’re now able to have people from each group elevate what they're doing and grow the management team because we can section off what we want and what's important for each department. It can allow our service team and our personal lines department to have access to accurate analysis of client, policy, premium and revenue retention, with the ability to filter data to analyze quarterly or year-to-date.”