A digital broker delivers greater efficiency because technology automates the majority of the manual, time-consuming tasks required to run the business, such as establishing workflows, servicing customers, connecting to insurers, prospecting new business and analysing operations.
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How Digital Brokers Are More Efficient
In Fact
Provides a complete view of customers and prospects for each person in your brokerage to access and act upon – regardless of role, time or location. Utilises a seamless back-office solution that integrates full-cycle eTrading and e-commerce products to manage all your business in one application.
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78%
of survey respondents
said access to the technology they like
to use, such as mobile, makes them more effective at work.
Source: PwC
Tony Doyle, Managing Director, Creane & Creane Insurance Brokers
Case in Point
Applied has helped us become more efficient, save costs, and gain a competitive advantage. If we didn’t have Applied, we certainly wouldn’t be doing as well as we are today.
Single, Integrated Brokerage Management System
Technology Needed to Get Started
Automates the distribution and fulfilment of products between your business and insurer partners. Enables your brokerage to access comparative rates and quickly submit new and renewal business, enabling your employees to provide access to a range of products whilst providing advice and personal service.
Insurer Connectivity
Eliminates time spent manually processing paperwork or rekeying data. Provides a single point of entry for client, sub agent and company transactions to automate end-to-end process, making the reconciliation task faster, more reliable and more accurate.
Insurer Statement Reconciliation
