About Us

Partner Program

Drive a more connected digital experience at each point of the insurance lifecycle.

Applied Solutions Partnerships go beyond sharing data in an efficient manner. Solutions Partnerships further automate workflows and increase connectivity across the insurance lifecycle by embedding leading functionality into Applied’s solutions. Solutions Partnerships create technical and business collaboration to build and deliver best of breed solutions to our mutual agency and brokerage customers. These tightly integrated solutions make Solutions Partners are among Applied’s most selective and strategic relationships.

Integration & Solution Partners

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blueC

Platinum Integration Partner

blueC’s blueButler application launches at the start of every call to provide real-time workflow tags, guides, checklists, audio signature scripts, upsell/cross-sell reminders, and client call histories to ensure your staff deliver a superior customer experience when servicing clients live on the phone. Integrated with Applied Epic, blueButler automatically records and embeds your client phone calls as an activity in Applied Epic, providing your staff instant access to critical information to complete business tasks, train staff, and manage E&O.

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Bluefin Payment Systems

Solution Partner

Bluefin Payment Systems is the leading provider of secure payment technology for independent software vendors (ISVs), enterprises, retailers, financial institutions and small-medium sized businesses worldwide. Bluefin’s proprietary PayConex platform features PCI-validated Point-to-Point Encryption (P2PE), the QuickSwipe mobile POS system, tokenization, transparent redirect and more.

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CGI

Solution Partner

Founded in 1976, CGI Group Inc. is the fifth largest independent information technology and business process services firm in the world. Approximately 65,000 professionals serve thousands of global clients from offices and delivery centres across the Americas, Europe and Asia Pacific, leveraging a comprehensive portfolio of services including high-end business and IT consulting, systems integration, application development and maintenance, infrastructure management as well as 150 IP-based services and solutions. With annual revenue in excess of C$10 billion and an order backlog exceeding C$20 billion, CGI shares are listed on the TSX (GIB.A) and the NYSE (GIB). 

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Citrix RightSignature

Solution Partner

RightSignature makes it fast and easy to get documents signed in minutes. RightSignature with Applied Epic enables agencies and brokerage to get contracts, applications, internal documents and more filled out and signed with easily, legally binding e-signatures.

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Citrix ShareFile

Solution Partner

North American Applied TAM customers can leverage the ShareFile Plugin for Microsoft® Outlook. With ShareFile, agencies can further automate document management through easy, secure email without the use of usernames and passwords, in addition to the sharing and storing of documents in the cloud without having to leave Outlook.

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ClearPay

Solution Partner

ClearPay is an independent Canadian company created by professionals with years of experience in the insurance and banking industries to automate payments and account reconciliation for the insurance industry. Through integration into major brokerage management systems, brokerages can use existing workflows and gain the benefits of advanced technology to eliminate the multiple step, paper based processes currently used by brokerages today. 

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DocuSign

Solution Partner

DocuSign helps organizations become more agree-able by connecting and automating how they prepare, sign, act-on, and manage agreements. As part of our System of Agreement (SofA) Platform, we offer DocuSign eSignature—the world’s #1 way to sign electronically on practically any device, from anywhere, at any time. More than 400,000 customers and hundreds of millions of users worldwide already use DocuSign to accelerate the process of doing business and simplify people’s lives.

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e2Value

Solution Partner

e2Value, Inc. is a full-service application development, insurance consulting and technology provider that offers products to assist with Insurance-to-Value (ITV) and workflow solutions. The firm offers full-featured, knowledge-based Internet applications that enable consistency and standardization of pricing, processes, and procedures for insurance. Founded in 1999 by former insurance executives and based in Stamford, Connecticut, e2Value is the leading hosted application provider delivering replacement cost valuations over the Web for all residential, commercial, and farm and ranch properties in the United States and Canada.

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Exari

Solution Partner

Exari is the world’s most complete Enterprise Contract Lifecycle Management platform, used every day by market-leading companies to reduce their contract risk, accelerate their sales cycles, and improve their business processes. With our current solutions, we can support virtually any enterprise contract management need, anywhere, anytime, truly providing 100% Contract CertaintyTM.

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First Insurance

Integration Partner

Canada - FIRST Canada’s certified integration allows Applied Epic users the ability to provide broker-specific payment plans along with the policy proposal, directly from within Applied Epic. Applied Systems and FIRST Canada jointly deliver a broker-centric workflow that improves operational efficiency and reduces administrative costs, while enhancing the client experience.

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Insurance Automation Group

Integration Partner

The iAutomate Surety suite of surety solutions enable agencies to streamline their surety bond processing and workflow by allowing surety companies to create a closed-loop surety process through direct connection to agency partners. These solutions are designed to automate the entire surety workflow process, eliminating manual re-keying of billing, bond policy insert, and transactional data to reduce cost and E&O exposure.

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InsureSign

Solution Partner

InsureSign is the simplest, fastest and most secure way to get documents signed electronically. Trusted by tens of thousands of insurance professionals, InsureSign lets your insureds easily sign your documents from their laptops, tablets and mobile devices – and even via text message.

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Opta Information Intelligence

Solution Partner

Opta Information Intelligence provides Canada’s insurance and corporate industries with tools to manage and authenticate risk information, in turn helping them become more competitive, generate business, and gain the insight required to make profitable business decisions.

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Passport

Integration Partner

Passport, powered by Assurex Global and integrated into Applied Epic software, allows Applied Epic users to transfer documents in a few simple, secure steps without leaving the application. Documents can easily be shared at the client or policy level of another Assurex Global broker’s Applied Epic application. Simultaneously, the Assurex Global Passport system logs the document exchange and also maintains a copy of the document, improving staff productivity.

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Rhoads Online Institute

Integration Partner

Rhoads PCRM is a producer credential management solution that enables organizations to effectively address state licensing and appointment regulations. The solution stores all producer demographic, state license and appointment information, and enables state licensing transactions via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more accurate and effective policy management.

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Twilio

Solution Partner

Twilio makes communications relevant and contextual by embedding messaging, voice and video capabilities directly into software applications. Integrated into Applied Epic, Twilio technology enables agents to send and receive text messages over the insurer network directly from the system to insureds.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital brokerage.