Your Digital Path Forward
Challenge 1
Applied Benefits Designer
As the realities of our new normal set in, your business must be focused on the digital path forward and the technology that can help support you throughout. Click through these common challenges that agencies are facing today and discover the Applied tools that can help your business on your digital path forward.
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Click through these common challenges that agencies are facing today and discover the Applied tools that can help your business on your digital path forward.
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Learn how to tackle these challenges using technology
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.
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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
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Indio
3
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I need to find new and unique ways to communicate and interact with my customers.
2
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I need to ensure my employees are being as productive as possible while remote.
1
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I need to take my face-to-face meetings for renewals and new business virtual.
4
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I need to find the right markets for risks while increasing ease of doing business with my insurer partners.
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
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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
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Applied Analytics
Applied Mobile
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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
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eSignature makes it fast and easy to get documents signed in minutes. Through integrations with Applied Epic, agencies and brokerages can get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.
eSignature
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SMS Texting in Applied Epic
eSignature
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I need to find new and unique ways to communicate and interact with my customers.
Challenge 3
IVANS Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity.
IVANS Exchange
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IVANS Markets is an automated search for commercial markets that immediately presents you with a list of insurers, MGAs and wholesalers with an appetite for your specific risk.
IVANS Markets
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IVANS Markets
IVANS Exchange
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I need to find the right markets for risks while increasing ease of doing business with my insurer partners.
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 an agency
branded mobile app
• View, download and print policy documents
• Pay their bill online, without having to come into your office
Applied CSR24
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