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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness.

Description

Active Insights provides valuable intelligence that empowers you to enhance customer retention, optimize loss ratios, and discover new business opportunities. By utilizing Active Insights, you can foresee significant developments within your client portfolio. This tool promotes a hands-on and anticipatory strategy to recognize and grasp the evolving needs of your customers. Timely engagement with your clients fosters the strengthening of existing relationships and the expansion of your portfolio. You will receive notifications for particular events that you choose, which helps guarantee that premiums are aligned with the shifting risks. By refining your communication strategies, you can create more efficient, targeted, and timely outreach to customers. Active Insights effectively correlates life events with the policies in your portfolio, alerting you to crucial changes that may affect both your clients and your business operations. Tailored updates provide an in-depth understanding of your portfolio, equipping you with the necessary insights to prioritize client needs and manage risk effectively while paving the way for future growth opportunities. This multifaceted approach ultimately leads to a more successful and sustainable business model.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Equisoft/manage No 
Formstack Sign Yes 
LexisNexis Risk Solutions Yes 
OpenAdapt No 
Taktile No 
Twilio Yes 
ePayPolicy Yes 

Integrations

Docusign No 
Equisoft/manage Yes 
Formstack Sign No 
LexisNexis Risk Solutions No 
OpenAdapt Yes 
Taktile Yes 
Twilio No 
ePayPolicy No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/

Vendor Details

Company Name

LexisNexis

Country

United States

Website

risk.lexisnexis.com/products/active-insights

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Product Features

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