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
loss in productivity from switching between different systems
Source: American Psychological Association
of companies that leverage integrated sales automation outgrow their competitors
Source: Pedowitz Group
higher revenue per employee for brokerages that have a single view of customers
Source: Applied Digital Brokerage Annual Report
I need to:
Gain a holistic view of my business
Provide greater visibility for better customer servicing and faster identiﬁcation of cross-sell and upsell opportunities.
Automate my daily operations
Standardize workflows to increase efficiency and staff productivity.
Connect with my insurer partners
Access new markets and automate policy information exchange with insurers without having to leave the system.
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.
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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.