Insurance Carriers, Brokers and Agents


AptClarity helps Insurance Companies, Brokers, and Agents manage their business more effectively by giving management vastly improved access to critical business information. The AptClarity "dashboard" makes critical information regarding premium, commissions, claims, retention, quote acceptance, new business, lost business, and more, available any way you’d want to see it with a few mouse clicks. Clients are able to recognize trends, identify and resolve exceptions and develop appropriate strategies much more quickly and accurately.

Our products work with most industry specific business systems, both old and new. And perhaps the best news:  Vastly improved visibility and analytic capabilities can be yours without an extensive and time consuming IT project -- we routinely deploy custom, analytic dashboards for clients in only 5-10 business days.


Uses and Benefits:

In addition to gaining better overall visibility and insight, clients are realizing a significant streamlining of many business processes that involve information analysis, and reduction of associated personnel related costs. Many of our clients have multiple policy management systems and their information requirements necessitate merging data from all of them. Our dashboards streamline the information gathering and merging process resulting in vastly better quality information on a daily basis with greatly reduced costs.

Users are able to quickly identify trends and exceptions, manage and improve day to day operations, plan strategies to increase sales and commissions, evaluate customer, rep, state, line, category and product history, quickly rank products by profitibility, analyze products by loss ratio, rank products by new business quote success rates, and analyze actual results vs. goals.  In all these cases and many others, our solution enables users to make better informed decisions and helps save time and money, resulting in improved bottom line performance.


Representative Clients: