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The results are in, and the Applied Digital Brokerage Annual Report is out now. Discover Insights

The industry has reached a data obsession point, but accessing, organizing and reporting can be challenging if you’re relying on manual spreadsheets. Our data analytics solution Applied Analytics® is the first of its kind in our industry that acts as your data scientist to present your management system data in an easy-to-understand visual interface. Fully integrated with Applied Epic, the solution accesses, aggregates and analyzes your data. The result is multiple levels of analysis on your book of business, employee performance, and insurer relationships so you can make more informed business decisions. Make the shift from being a data-generating organization to one that is data-powered to drive greater productivity, simplicity and value for your business.

Key Benefits

  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart

    Take the guesswork out of decision-making

    Turn the vast amount of information in your management system into actionable insights. Unlike manual reporting that only provides a snapshot of the past, data analytics provide real-time data analysis so that you can make faster, more informed decisions.

  • A blue hand icon receiving cash being dispensed

    Focus on the relationships with the greatest return

    Track and analyze metrics that matter most to your business. Through a dynamic visual user interface and graphical report views, you can determine new and renewal business opportunities plus identify your most profitable insurers.

  • A family tree chart with a woman icon at the top connected to her two parents below

    Know where to put resources

    Get a snapshot at how your team is doing through a series of dashboards that compare real-time data to historical employee performance trends, success rates and progress toward goals. By increasing visibility into your team’s performance, you can determine where to focus resources for maximum productivity and profitability.


  • Employee Productivity

    Keep your team focused on the greatest return activities. Through a series of dashboards, you can view employee acquisitions, attrition, renewals and book of business over time; how quickly staff are completing tasks and activities; workflow bottlenecks; responsibility overlaps and which employees are hitting sales goals.

  • Client Retention

    Get a visual analysis of client, policy, premium and revenue retention, with ability to filter data to analyze quarterly and year-to-date.

  • Sales Performance

    Evaluate your sales performance. Through the Employee Line of Business and Employee Summary dashboards, see a summary of new, renewed and cancelled business by employee at the policy level. You also have the option to evaluate revenue by employee.

  • Insurer Relationships

    Effectively assess insurer performance with details on policy volume and revenue, new business and overall insurer activity. These insights allow you to focus on insurer partners most likely to provide a timely response and competitive policy for your customers.

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.