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Take in a submission without anyone typing it
Submissions arrive as structured data, so intake takes fewer people.
For operations leaders
Handle more broker business with lower operating costs
Policy, billing and claims data move without a manual touch. Your back office holds its size as you grow.
Connect directly into the systems brokers already use, decreasing your back-office cost and increasing productivity
Policy information flows directly into the same systems brokers use to sell and service the lines you write, without a manual touch. Applied’s connectivity and data exchange makes sure paper and manual work no longer hold your operations back.
The work that stops being manual
Supporting your team throughout the policy lifecycle.
Qualified risks reach a decision on their own
Risks that can be straight-through processed clear without human review, so your people focus on the exceptions.
Issue specialty policies without the copy and paste
Domestic, Lloyd’s and bordereau workflows produce policies, declaration sheets and endorsements with nothing re-keyed between lifecycle stages.
Your brokers answer their own status questions
Policy, billing and claims details reach broker systems in real time, so fewer calls reach your service desk.
What operations leaders report
Frequently asked about insurer operations
Insurer operations teams automate service workflows by sending policy, billing and claims data straight into broker management systems in CSIO format, instead of answering requests one at a time. The exchange runs on its own rather than on someone’s attention.
Your staff keep the exceptions and the judgment. The routine delivery stops arriving as work.
Direct integrations cover your largest partners and leave the rest. Applied already provides connectivity for the majority of insurers in Canada, so one connection reaches brokers across brokerage management systems your team never builds or maintains.
The question worth asking is how many of those one-off connections you would retire.
Usually in document delivery and service inquiries, because both are high-volume, low-judgment and already measured. Service-desk call volume is the easiest before-and-after to put in front of a finance committee.
Intake automation delivers sustained compounding value over time.
Operations owns the outcome, because the numbers that move are manual touches, re-keying rates and cost per transaction. Integration, hosting, and data governance come with the platform rather than as a build your engineers have to schedule.
IT still signs off. It does not have to supply the roadmap slot.
More business, same back office
Start with the broker connections you already have, and see what comes off your team’s plate first.