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Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance. Learn More

 
 

SME commercial lines is one of the greatest growth markets for brokers today, but your business needs to have the underlying technology to differentiate your products and services. Applied Policy Works enables you to generate submissions and quote faster by allowing you to collect important risk information then automatically send it to as many underwriters as you want. This rids you of managing individual submissions and risking E&O situations. Automate your commercial lines process from marketing to quoting to renewing through standardized workflows to empower your CSRs, marketers and producers to serve customers faster and grow your bottom line.

Key Benefits

  • A diagram with a woman in the center and arrows circulating around her pointing to a blue cloud, a blue building, a blue laptop, and a blue smart phone

    Digital market submissions

    Quote multiple insurers, streamline workflows and easily review policy submissions with more than 200 business categories across Canada’s top commercial insurers.

  • A blue clock icon slightly overlapping a gear icon

    Win more business faster

    Boost your brokerage’s productivity and profitability with repeatable processes that win more business. Standardized workflows make it faster to generate submissions, receive competitive quotes and create proposals so you can elevate your customer service.

  • A tablet icon displaying a dark blue screen with an upward trending bar graph, line graph, and pie chart

    Make data-driven decisions

    Data-driven results are the most effective way to see which areas need attention and which are successful. Easily see into the workflow and policy details to make more informed business decisions.

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    Simplify your workflows

    Do away with individually processing new business or managing in-force policies and lower E&O risks. Without ever having to leave the application, you can collect standardized data and follow a consistent workflow that makes day-to-day processes easier.

Capabilities

  • Multiple Business Operations

    Eliminate manual submissions for a single small business policy that handles multiple business operations by passing up to three IBC codes for the same quote request.

  • Quoting

    Integrated application allows you to quote multiple insurers, streamline workflows, and easily review policy submissions using real-time APIs, eliminating the manual and time-consuming process of requesting quotes from and communicating with insurers via email and phone calls.

  • P&C Survey and Issue

    Collect and send detailed underwriting, location, risk and coverage information to as many underwriters as you want. Once a risk is placed, you can track, endorse, renew, cancel or reinstate policies. Full marketing and policy history is stored for solid E&O protection. For Lloyd’s of London coverholders and brokers who can issue policies in their office, you can put together legally binding policies for customers in minutes.

  • Commercial Auto

    Empower your staff to manage every aspect of your commercial auto fleet, including printing individual or blanket liability pink cards (binder or permanent); issuing Coules, Informco, Robil Form and CSIO Liability cards; creating auto submissions for underwriters; and flowing data in and out of spreadsheets in minutes.

  • Standardization

    Questions and dynamic underwriting fields are included with all submissions and policies in Applied Policy Works. This ensures compliance with CSIO’s 43 minimum data set and robust, standardized data collection enabling more meaningful transactions and sets the stage for real-time quoting with insurers.

  • Analytics

    Make more informed decisions using visual analytics for insurer reports, book of business analysis and daily performance like producer close rates.

  • Multiple Location

    Quote more complex risks with ease and much more quickly by including up to five locations in the same quote request.

  • Applied Epic Integration

    Brokers can attach PDFs from Applied Policy Works to customer accounts in Applied Epic, including certificates of insurance and proposals, allowing brokers to provide customers access to their documents via their self-service portal. This integration enables brokers to control access from Applied Epic to distinguish the customer experience between personal and commercial lines.

What's New

  • Globe icon with a location icon overlapping the top right corner. Both icons have a dark blue center
    Multi-Location Quoting and Additional Coverages
  • A clipboard icon with an electric blue checklist on it along with a circular checkmark icon overlapping the bottom right corner
    New Commercial Forms Experience
  • An icon of a dark blue document overlapping a black outlined, transparent document
    Multi-Operation Quoting
 

Hear What Our Customers Say

Previously managing a mainly personal lines business, Cooke Insurance Group wanted to balance out their book of business and modernize their traditional commercial lines workflows. Learn how the brokerage completed their applications in less time and brought their submissions to the top of the underwriting pile.

Watch Customer Story

Related Resources

Related Products

  • Applied Epic

    Insurance brokerage management software.

    View Product

  • Applied CSR24

    Online and mobile customer self-service technology.

    View Product

  • Applied Mobile

    Mobile application for insurance brokers.

    View Product

Ready to Learn More?

When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.