Applied Sales Focused Broker

Applied Sales Focused Broker lets brokerages collect and apply client data more effectively to mine sales opportunities and manage policyholder accounts more profitably.

Applied Sales Focused Broker provides brokerages with a tool to apply client data in new and better ways. Integrated with Applied Property Rater and Applied AutoRater, companies gain deeper visibility into their clients to facilitate data-driven decision-making.

Applied Sales Focused Broker gives the brokerage the ability to:

Track sales initiatives, view policy expiration dates and create abeyances
View quote resolutions and generate reports
Evaluate business coming through the broker channel by following up on leads from all marketing and advertising media including the newspaper, direct mail, yellow pages, websites and social networking sites such as Facebook and LinkedIn

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Product Benefits

Identify New Opportunities

With Applied Sales Focused Broker, your company can determine:

Your most effective marketing channel
Your peak volume of activity by hour and day of the week
Relative competitiveness of each of your insurers
Effectiveness of your abeyance and orphan account mining (by producer and line of business)
Quote volume by producer (by policy, risk and dollar volume)
How long it takes a risk to flow through your acquisition funnel
The most effective producer in your office (by conversion rate, policy count and volume)
Average premium volume quoted and sold per producer

Key Features

Track your sales initiatives
Add pre-qualification questions
Send pertinent documents (CSIO application, pink slip, binding letter, quotes, etc.) to clients through Applied CQ Rating Services without having to enter email addresses
Monitor business activities and compile data into concise, comprehensive reports to help track critical business activities

For more information about Applied Sales Focused Broker and other Applied solutions, call us at 1.866.899.5120 or Contact Us.