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Applied Epic Dashboards
See your whole agency in real time.
Applied Epic Dashboards are custom views built right inside your agency management system.
Staff Boom Brings Key Applied Epic Data
Into One View Of Your Agency
You can see performance, renewals, and more at a glance, with the Foundational Four dashboards providing a clear view of the metrics that matter.
Built with deep Applied Epic expertise and pressure tested by the best in insurance operations.
Turn Your Agency Data into Clearer Operational Insight
Your numbers live in a dozen places. Your data may live across multiple reports and sources.
By the time it is gathered and reviewed, opportunities to act may already be delayed.
Manual Reporting Requirements
Significant time spent gathering and reconciling information from multiple sources.
Delayed Performance Visibility
Decisions are made using historical data rather than real-time operational insights.
Renewal Management Gaps
Critical retention and growth opportunities may be overlooked.
Limited Team Visibility
Challenges identifying bottlenecks, resource constraints, and performance trends.
Data Integrity Issues
Inaccurate or incomplete data reduces confidence in reporting and forecasting.
Applied Epic gives your agency access to valuable data. Clear visibility helps turn that information into actionable insights, making it easier to identify opportunities and know where to focus.
One View, Built Around Your Agency
Staff Boom builds the ‘Foundational Four’ dashboards for your agency. Each dashboard is shaped around your workflows, priorities, and the decisions your team makes every day.
Not a template you bend to fit. Your team will be able to access these dashboards whenever they need them, all within Applied Epic.
Comprehensive
Four foundational dashboards pull many reports into one clear view
Real time Visibility
Monitor current performance and operational trends using the data available within Applied Epic.
Flexible
Each dashboard is built around your goals and workflow.
Our package includes the ‘Foundational Four’ dashboards, designed to give you a clearer view of your agency.
See How It Works in Minutes
Your numbers live in a dozen places. Your data may live across multiple reports and sources.
By the time it is gathered and reviewed, opportunities to act may already be delayed.
How to Use Applied Epic Dashboards
Once the dashboards are live, your team can access them directly within Applied Epic to monitor your book of business, renewals, workloads, and performance without manually rebuilding reports.
Here is what the implementation process looks like for your Foundational Four dashboard package:
01
Project Kickoff & Requirements Review
Scheduled with your team
02
Development of the Foundational Four Dashboards
Up to 10 business days*
03
Dashboard Reveal & Solution Walkthrough
Scheduled with your team
04
Client Validation & Feedback Period
2 weeks review period
05
Final Refinements & Production Deployment
Within 5 business days
*Timelines may vary based on project scope and your team’s review timeline.
Our Foundational Four Dashboards
Staff Boom builds the ‘Foundational Four’ dashboards for your agency. Each dashboard is shaped around your workflows, priorities, and the decisions your team makes every day.
Not a template you bend to fit. Your team will be able to access these dashboards whenever they need them, all within Applied Epic.
Policy Line Audit
Gain a clearer view of your book of business with real-time insight into clients, policies, premium, commission, producers, and carriers. Easily analyze performance, identify growth opportunities, and drill from agency-level trends to individual policy details with confidence.
Activity Insights
Monitor activity flow, workload distribution, productivity, and operational performance across your organization. Identify bottlenecks, measure accountability, and proactively manage workloads with real-time visibility into the work driving your agency.
Revenue Intelligence
Bring revenue, retention, production, and forecasting together in a single executive view. Measure agency performance, understand growth trends, and make strategic decisions based on the metrics that matter most.
Policy Lifecycle
Track policies through every stage of the lifecycle, from In Process to Expiring, Incomplete, Cancelled, and In Effect. Protect revenue, improve renewal outcomes, and focus team efforts on the policies that need attention most.
Every dashboard also includes
Role-based access through Applied Epic’s own security framework.
Scheduled reports delivered automatically to designated users and available for export.
Guidance from experienced insurance operations teams who understand agency workflows and reporting priorities.
What Sets Staff Boom Apart
Built Within Applied Epic
Your dashboards are built directly within the Applied Epic environment your team already uses, eliminating the need to learn or manage another platform.
Designed for Insurance Operations
Developed with a deep understanding of agency workflows, operational challenges, and the performance metrics that support operational and business decision-making.
Customized to Your Agency
Every dashboard is aligned to your unique workflows within the system, business objectives, and reporting priorities, not a one-size-fits-all template.
Real-Time Operational Visibility
Monitor agency performance using current data, enabling faster decision-making and more proactive management.
Built for the People Who Run the Agency
If any of these sound familiar, an Applied Epic dashboard can give you a clearer way to work.
Agency principals who want real visibility, not last month’s snapshot.
Sales leaders following pipeline activity and conversion.
Operations teams looking to identify bottlenecks and process gaps.
Data owners responsible for maintaining clean records and accurate reporting.
Discover What Your Data Is Really Telling You
Every agency generates valuable data in Applied Epic. The challenge is knowing what to look for and how to turn that data into useful insight.
The Foundational Four dashboards bring greater visibility into key areas of your agency,
helping you understand performance, identify trends, and make more informed decisions.
Frequently Asked Questions
What is an Applied Epic dashboard?
An Applied Epic Dashboard is a customized view of your agency built within Applied Epic, bringing key performance, renewal, workload, and operational metrics into one place for greater visibility and informed decision-making.
How many dashboards come in a package?
Our Dashboard Package includes the ‘Foundational Four’ dashboards (Policy Line Audit, Activity Insights, Revenue Intelligence, and Policy Lifecycle).
What are the requirements to access Staff Boom’s Applied Epic Dashboard services?
Your agency must use Applied Epic and have Epic Dashboard functionality activated. Staff Boom will guide you through the remaining setup and implementation requirements.
How long does it take Staff Boom to set up Applied Epic dashboards?
Most Applied Epic dashboard projects take approximately two weeks to develop. Once the dashboards are set up, Staff Boom provides an additional one- to two-week support window so your team can review the dashboards, validate the data, and make sure everything is working as expected.
How does Staff Boom ensure our Applied Epic dashboard data is accurate?
After setting up your Applied Epic dashboards, Staff Boom makes them available to your team for review. During the support window, your team can sample the data, test cross-filtering, and verify that the dashboards are displaying the information your agency expects and pulling data correctly.
What access does Staff Boom need to set up dashboards in Applied Epic?
Staff Boom requires one Applied Epic login with an Asset Builder license. The account must also have access to all necessary personas so our team can build and configure the dashboards without restrictions.
Does Staff Boom offer custom Applied Epic dashboards for insurance agencies?
At this time, Staff Boom does not offer fully custom Applied Epic dashboards. Our current service focuses on a standardized dashboard solution designed for insurance agencies. We are continually evaluating opportunities to expand our dashboard offerings based on client needs and feedback.
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