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Lecture

Reporting, Dashboards, and Data Analytics

(2779) Unlock Retention Wins with Reports and Dashboards


Content Level: Intermediate

Personas: IT/Operations Manager, Owner/Principal

Products: Applied Epic, Applied Epic - Dashboards

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time

    Presenter(s)

  • Jenny Honican

    Agency Consultant
    Kite Technology Group, North Carolina

  • Lauren Tippett

    Chief Agency Consultant
    Kite Technology Group
    Owings Mills, Maryland

    • Applied Representative(s)

  • Med Frezghi

    Associate Consultant
    Applied Systems

Retaining a client is far more cost‑effective – about seven times cheaper than acquiring a new one. Elevate your retention strategy with a data‑driven approach. In this session, the presenter will show you how to turn Applied’s built‑in Reports and Dashboards into powerful retention‑boosting tools. You’ll learn how to surface the right insights, spot early warning signs, and uncover the stories your data is already telling. The instructor will break down which reports matter most, how to interpret them, and how Dashboards can give you real‑time visibility into client and policy trends. Whether you’re aiming to reduce churn, strengthen client relationships, or improve renewal performance, you'll leave with clear, actionable tactics to drive retention wins across your agency.