Custom Applied Epic Dashboards
See Your Whole
Agency In Real Time
One live view of performance, renewals, and data quality, built around how your agency actually runs. Real time insights that surface workflow bottlenecks and revenue leaks before they cost you.
Built by insurance professionals, inside your Applied Epic.
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See it Work in Minutes.
Watch how a custom Applied Epic Dashboard turns scattered reports into one live, interactive view. These short walkthrough shows real screens and real metrics, and how leadership uses them day to day.
The Dashboard Every Agency Needs
The Key To Operational Efficiency
Your Agency Already Holds The Answers.
Your AMS captures an incredible amount of value about your agency every single day. The opportunity is making all of it visible in one place, so the insight you already own turns into faster, more confident decisions.
One clear picture
Bring the full story of your book into a single view, so the time your team spends pulling it together goes back into the work that grows the agency.
Decisions in real time
See where your Book of Business stands as it moves, so you can act on momentum early and lead with current numbers.
Renewals always in view
Keep every renewal and requote in sight alongside your new business goals, so retention and growth move forward together.
Visibility into great work
Give your team clear KPIs and a shared view of progress, so strong performance is easy to see and easy to celebrate.
Data you can build on
Surface the small gaps and tidy them up, so every report becomes one more source of confidence.
A Suite of Insurance Dashboards, Built Around Your Agency.
Staff Boom builds a comprehensive suite of six custom Applied Epic Dashboards around your workflows, your KPIs, and the decisions you actually need to make. Real time Book of Business insights, inside the AMS dashboards your team already lives in. Not a generic template you adapt to, but the insurance dashboards your team open every morning.
Book of Business Clarity
Team Perfomance and Accountability
Renewal Management
Cleaner Data
Know exactly what your book is made of, by line, carrier, renewal date, and account health.
Track KPIs, task completion, and process adherence across your whole team, so effort is visible and consistent.
Stay ahead of every renewal and requote with real time tracking, so nothing slips while you chase new business.
Surface data integrity issues and fix them, so every report you run is one you can trust. Data Quality Insights baked into the view, not bolted on after.
Built for the people who run the agency
If any of these sound like your day, a custom dashboard will change how you work.
- Agency principals who want real operational visibility, not snapshots from last month.
- Department managers track team workloads and performance in real time.
- Sales leaders following pipeline activity and opportunity conversion.
- Operations teams hunt down workflow bottlenecks and process inconsistencies.
- Anyone responsible for data integrity and reporting accuracy.
Discover what your data is really telling you.
No two agencies are the same, so every dashboard is built and scoped differently. Tell us how yours runs and where the visibility breaks, and we will design the right view around your goals.
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