United States
Canada (English)
United Kingdom
Ireland
Take the policy detail from download, not from re-typing
Insurer download populates the policy and its CSIO forms at bind, renewal and endorsement, ready to confirm.
For Brokerage Owners
Get back the hours your brokerage spends doing repetitive work
Automate the data entry once - and we make sure it stays current from bind to servicing and back to revewal. Fewer touches mean fewer errors or hours wasted.
Find the time lost between departments
For many brokerages, hours slip away as work moves from one department to the next. The front office enters a policy, and then servicing and finance each enter or rebuild it again, and your team spends the day “swivel chairing” between systems. Applied Epic® fills in the personal lines policy and its CSIO forms from insurer downloads at bind, renewal and endorsement, so your team confirms the details instead of retyping them. A policy change updates the account, the client portal and the invoice in one pass. AI reads direct bill and agency bill statements and flags only the exceptions, and the monthly operating numbers are ready on demand. The hours that come back go to clients and growth.
Where the hours go
Brokerages lose hours at the handoffs between departments, so the repetitive work is the work worth automating.
Change the policy once and let it carry across workflows
An endorsement updates the account, the client portal, and the invoice from a single entry.
Measure the operation from the work itself
Role-based dashboards read from the work as it happens, so every function measures the same operation.
Write more of the accounts you already have
The accounts you service carry premium nobody has written yet, and your own policy detail shows where.
What customers are saying
Frequently asked about brokerage operations
One where work done at intake still counts later. The policy comes down from the insurer once, and that entry carries over into endorsements, renewals, the client portal and the close without anyone having to start again.
You can usually spot the inefficient version by how many departments retype the same detail from the same document.
By automating the handoffs rather than the tasks. Most duplicated effort happens when work passes between the front office, servicing and finance, so the gain comes from making one department's output usable by the next.
Download, certificate self-service and commission matching are the three that typically return the most.
Brokerages rarely lose hours within a single task; they lose them to re-entering details that already existed, rebuilding reports by hand, and reconciling records that should have agreed.
That’s also why efficiency projects aimed at individual roles tend to disappoint. The waste sits between them.
Sometimes, if the work is a bottleneck for everyone else. A good example is month-end reconciliation. It occupies a small number of people, but the whole brokerage waits for the numbers it produces.
Volume isn’t the only test. How many decisions are delayed by it matters just as much.
Go deeper on brokerage operations
-
Artificial Intelligence
Using AI to Power the Digital Roundtrip of Insurance
Learn how AI will impact each stage of the Digital Roundtrip of Insurance, and how Applied Systems plans on investing in AI.
Read Now -
eBook
AI: Your Co-Pilot in Creating Higher Value at Your Insurance Brokerage
Discover how agents can use AI tools as their co-pilot in insurance, helping you deliver faster workflows, more productivity and superior customer service.
View Now -
Webinar
Surpassing Customer Expectations and Enhancing Business Operations
In this on-demand webinar, our presenters will explore ways to simplify the customer experience journey, transforming digital workflows that allow staff more time to service clients and prospects, and using technology to extend professional advice at critical points throughout the policy lifecycle.
View Now
Do the work once
See where the same work is being done twice today, and what your brokerage can do with the hours it gets back.