Most agencies have Applied Epic. Very few have dashboards they actually trust. We design, build, and deploy analytical dashboards — custom-tailored to how your agency operates.
The Reality for Most Agencies
Your team has access to reports — but nobody agrees on which numbers are right. Inconsistent data leads to inconsistent decisions.
Leadership lacks a real-time view into book of business, retention, new business velocity, and cancellations — all in one place.
Without proper filtering and data integrity, retention numbers are off, book valuation is distorted, and E&O exposure quietly grows.
Applied Epic ships with pre-configured dashboards out of the box. They're a starting point — but they're not built for your agency's specific KPIs, workflows, or leadership structure.
Applied Epic includes a set of precanned analytical boards available to all agencies. They offer baseline visibility but reflect a one-size-fits-all approach.
Asset Builder unlocks full design control — letting us build analytical dashboards that reflect exactly how your agency measures success, by producer, branch, line of business, or role.
We design a repeatable, structured reporting ecosystem inside Applied Epic — built around the metrics that actually drive agency performance.
Real-time visibility into active, in-force policies — filtered correctly for accuracy, not historical noise. Designed to reflect the true size and shape of your book.
Track renewal performance across producers, revenue tiers, and lines of business. Know exactly where accounts are slipping — before they're gone.
Measure growth velocity across 30, 60, and 90-day windows. See which producers are generating new revenue and where pipeline is building — or stalling.
Focus on finalized cancellations — not future noise — so leadership sees what's actually lost and can identify patterns before they compound into book erosion.
Give leadership a clear, standardized view of each producer's contribution across new business, renewals, and retention — without pulling manual reports.
A centralized Group Folder and Leadership Dashboard structure — configured as the daily homepage for owners and executives. Your agency's operational pulse, at a glance.
An interactive look at how this dashboard is structured inside Applied Epic, built with Asset Builder for real agency use.
Dashboards aren't just about what people can see — they're about what they should see. We configure role-based access that protects sensitive data while giving each team exactly what they need.
Asset Builder's permission architecture lets us control visibility, restrict exports, and determine who can create or modify dashboards — down to the individual user level.
Our recommendation: Most users should be set to Data Consumer (view only). This controls data exposure and prevents unintended changes to your reporting structure.
View-only access to assigned dashboards. Ideal for CSRs, account managers, and team members who need visibility without modification rights.
View and export capabilities for producers, managers, or roles that need to pull data for client-facing reporting or internal analysis.
Full administrative control — typically limited to operations leads or principals. This role can build, modify, and govern the entire dashboard ecosystem.
Every dashboard engagement follows a structured framework — so your agency ends up with reporting that's accurate, trusted, and actually used.
Evaluate your current data integrity, reporting gaps, and how Epic is configured today — before we build anything.
Define the KPIs that matter to your leadership, map out your folder structure, and align on role-based access strategy.
Build and configure dashboards using Asset Builder — with clean filter logic, accurate date ranges, and validated data.
Train your team, configure homepage assignments, and lock in access roles — so adoption is immediate and lasting.
Custom dashboards aren't just a reporting upgrade — they change how your agency operates, plans, and grows.
Leadership sees what's actually happening in the book — today, not last month. No more pulling manual reports or waiting for accounting to run numbers.
Consistent metrics across every producer, branch, and team. Everyone is working from the same data, the same definitions, the same source of truth.
Accurate retention metrics and policy tracking reduce the risk of coverage gaps, missed renewals, and data errors that create liability.
When leadership trusts the data, they can make confident decisions about hiring, book valuation, producer accountability, and agency growth.
Eliminate the weekly spreadsheet ritual. Data lives in Epic — and dashboards surface it automatically, without manual extraction or manipulation.
Accurate in-force filtering and data validation mean your book valuation reflects reality — critical for ownership transitions, banking relationships, and M&A.
Here's how a real engagement unfolded — from the moment dashboards surfaced bad data, through the tools and techniques used to clean it, to the before-and-after results that changed how leadership ran the agency.
Before any cleanup began, we built a custom dashboard inside Applied Epic using Asset Builder. What it showed immediately stopped the conversation — the agency's data was fundamentally broken in ways that were silently distorting every number leadership had been relying on.
Commissionable producers who had left the agency were still assigned to live policies — corrupting revenue attribution and producer performance data.
Nearly 3,000 policies had no producer assigned at all — making them invisible in any producer-level reporting and untrackable for accountability.
Thousands of active lines had no Line Commission Percentage or Estimated Revenue configured — causing the agency's revenue figures to be drastically understated.
Business owned by the agency with no individual producer had no HOUSE producer assignment, leaving a significant portion of the book unaccounted for in performance dashboards.
A core Epic feature — Premium/Commission Calculations — had never been turned on. Every commission figure the agency had ever seen was an approximation at best.
Problems existed in both the Carrier files and interface setup. Download was only configured for 2 carriers, and those were set up incorrectly — causing data to flow in wrong or not at all.
Due to the combined effect of missing commission data and disabled calculations, Estimated Revenue in Epic was showing less than half of what the agency was actually receiving.
Activity codes used for policy download and eDocs were misconfigured — meaning data coming in from carriers was landing incorrectly, compounding every other data problem.
Once the dashboard revealed the full scope of the problem, we worked through a structured remediation plan — using a combination of Applied Epic configuration tools, bulk data update techniques, and interface reconfiguration to systematically restore data integrity.
This wasn't a surface-level patch. Every fix was designed to align the system with best-practice configuration standards so the dashboard results would reflect reality going forward.
Built a purpose-specific Asset Builder dashboard to identify, filter, and prioritize every affected policy — making the cleanup process systematic rather than manual guesswork.
Asset Builder · Applied EpicUpdated producer assignments across more than 4,800 lines of business — reassigning inactive producers and filling unassigned policies with the correct active producer or HOUSE record.
Epic Bulk Update ToolsAdded Line Commission Percentages to over 4,000 active lines — establishing the baseline data Epic needs to calculate Estimated Revenue correctly across every policy.
Epic Commission ConfigurationConsolidated all inactive commissionable producer policies into a new HOUSE employee commission agreement — bringing orphaned revenue back into trackable, reportable territory.
Epic Producer ConfigurationActivated the Premium/Commission Calculations feature system-wide — allowing Epic to properly compute and surface commission figures for the first time.
Epic System ConfigurationAdded 150 carriers to the database to properly assign issuing carriers to policies. Reconfigured all interface partner carriers at both the Company record and interface level, and rebuilt activity codes for policy download and eDocs.
Epic Carrier & Interface SetupRebuilt workflow processes to better handle migration data problems going forward — so the same issues wouldn't silently re-enter the system through ongoing carrier downloads.
Epic Workflow ConfigurationWith the data corrections in place, the same dashboards that exposed the problems now showed a completely different picture. This wasn't new data — it was the agency's actual data, visible for the first time. The comparison between Day 1 and Day 2 told the whole story.
Let's assess your current Epic reporting setup and design a dashboard strategy built around how your agency actually operates.
Book a Dashboard Session