Your Digital Path Forward
Challenge 1
Applied Benefits Designer
As the realities of our new normal set in, your brokerage must be focused on your digital path forward and the technology that can help support you throughout. Click through common challenges brokerages are facing today to see the Applied tools that can help on your digital path forward.
Learn More
Learn More
We're Here to Help
Get Started
To learn how you can tackle these challenges using technology, complete the form below.
I need to take my face-to-face meetings for renewals and new business virtual.
Explore Solution
Applied Benefits Designer
Applied Benefits Designer allows you to perform remote plan modeling and is being used by hundreds of agencies who have had to move their renewal meetings to a remote format. Knowing time is of the essence, we can help you get onboarded quickly and with minimal effort on your part.
With Indio, you now can conduct the commercial insurance application and renewal process in a completely remote manner with your customers. The real-time, online collaboration of Indio will streamline your process, while maintaining your high standard for customer experience – no matter the location of your staff.
Indio
Learn More
Learn More
Indio
3
View Solutions
I need to find new and unique ways to communicate and interact with my customers and prospects.
2
View Solutions
I need to ensure my employees are being as productive as possible while remote.
1
View Solutions
I need to take my face-to-face meetings for renewals and new business virtual.
4
View Solutions
I need to find fast and accurate submission and quoting tools to increasing ease of doing business with my insurer partners and compete in today’s environment.
Anytime, anywhere access to management system information is more important than ever. While work has shifted to home, we aren’t always able to be in front of a computer. Leverage Applied Mobile to access client, policy and sales information from your mobile device so you can address client questions wherever you may be.
Applied Mobile
Learn More
Learn More
Data analytics has been brought to the forefront in every industry during this pandemic. Now more than ever, people are relying on the data they have to help them navigate what’s to come. In Applied Analytics, several dashboards are available to help monitor employee productivity:
Applied Analytics
Learn More
Learn More
Applied Analytics
Applied Mobile
Explore Solutions
I need to ensure my employees are being as productive as possible while remote.
Challenge 2
Text messaging is a highly effective way of reaching your clients and prospects, and because it immediately delivers a message, it has both a high open rate and a high conversion rate. Integrated text messaging notifies your staff when insureds send a text response to ensure a consistent stream of communications within daily workflows. Applied has partnered with Twilio, a leading SMS vendor, to enable you to provide mobile service by sending, receiving, and logging text messages directly within Applied Epic.
SMS Texting in Applied Epic
Learn More
Learn More
eSignature makes it fast and easy to get documents signed in minutes. Through integrations with Applied Epic, brokerages can get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.
eSignature
Learn More
Learn More
SMS Texting in Applied Epic
eSignature
Explore Solutions
I need to find new and unique ways to communicate and interact with my customers.
Challenge 3
Applied Exchange is a complimentary online tool that provides an easier way to manage and track critical documents between insurers and the insured.
Applied Exchange
Learn More
Learn More
Applied Rating Services enables brokers to provide quick, accurate pricing and rate comparisons. The comprehensive portfolio of rating services also enables brokers to provide comprehensive quotes to consumers anytime, anywhere. Applied Rating Services offers data validation and data prefill to further automate the quoting processes and ensure the most accurate rate.
Applied Rating Service
Learn More
Learn More
Applied
Rating Services
Applied Exchange
Explore Solutions
I need to find fast and accurate submission and quoting tools to increasing ease of doing business with my insurer partners and compete in today’s environment.
Challenge 4
Employee Productivity Dashboard aggregates employee work efforts from what Applied Epic activities have been added, what activity notes and tasks have been added and what activities are overdue.
Employee Summary Dashboard displays policies in force for new and renewed policies as well as what policies are cancelling/non-renewing per employee.
Applied CSR24
Online customer self-service portals and mobile apps give your customers the freedom and flexibility to interact with your business when, where and how they want. Together, Applied CSR24 and Applied MobileInsured enable your insureds to:
• Initiate policy changes and quote new policies online or through a brokerage
branded mobile app
• View, download and print policy documents
• Pay their bill online, without having to come into your office
Applied CSR24
Learn More
Learn More
Your submission has been received and someone will be in touch shortly.
Thank You
Learn How to Tackle These Challenges Using Technology
Applied WebRater
A brokerage-branded, online consumer self-service quoting solution that enables you to instantly provide clients and prospects real-time, self-service insurance quoting via their preferred device type – whether computer, smartphone, or mobile device.
Applied WebRater
Learn More
Learn More
Applied Policy Works
Applied Policy Works enables brokerages to automate and standardize the commercial lines submission and management process making it easier for underwriters to identify risk quickly and accurately, ensures your submissions get the prompt attention necessary to compete.
Applied Policy Works
Learn More
Learn More