Using multiple, disparate systems to manage your business is costly, time-consuming and eliminates the opportunity to have a single source of truth for customer information. Leverage a single, integrated system to provide a complete view of clients and prospects to each person in the brokerage to access and act upon – regardless of role, time or location. Manage your business within a single application to standardize workflows, seamlessly connect to insurer partners and discover new business opportunities from both current and prospective clients.
Why you should leverage a foundational management system
30%
loss in productivity from switching between different systems
Source: American Psychological Association
63%
of companies that leverage integrated sales automation outgrow their competitors
Source: Pedowitz Group
35%
higher revenue per employee for brokerages that have a single view of customers
Source: Applied Digital Brokerage Annual Report
I need to:
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Gain a holistic view of my business
Provide greater visibility for better customer servicing and faster identification of cross-sell and upsell opportunities.
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Automate my daily operations
Standardize workflows to increase efficiency and staff productivity.
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Connect with my insurer partners
Access new markets and automate policy information exchange with insurers without having to leave the system.
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Peer Insights
Drive efficiency with advanced business automation
Hear how your peer was able to gain greater efficiency and visibility into its business through a single solution.
What's Trending in Management Systems
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Brochure
Applied Epic
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eBook
The Digital Brokerage: Developing a Digital Transformation Plan
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Case Study
Ogilvy Insurance Leverages Applied for a Better Customer Experience
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White Paper
Connecting the Business of Insurance: The Connected Brokerage
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Case Study
Drayden Insurance Ltd. Gains a Single View of the Business
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.