For Brokers

Applied Policy Works

Automate and standardize your entire Commercial Lines book of business

Take advantage of the growing source of revenue and profit that Commercial Lines can provide your business. Applied Policy Works automates and standardizes marketing and in-force policy lifecycles. Generate new Commercial Lines business at the point of sale – regardless of location – using the platform’s mobile app. Analyze your commercial book to identify trends that can be leveraged for growth. From marketing to renewing, your CSRs, marketers and producers consistently follow the Applied Policy Works workflow to elevate your customer service and grow your bottom line.

Broker Links
View training for Applied Policy Works or access support.

Key Benefits

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Increase revenue mix to drive profitability

Generate submissions faster, get more competitive quotes and create proposals that win more business.

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Make data-driven business decisions

Gain a view into the workflow and policy details to make more informed, strategic business decisions.

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Reduce inefficiencies and E&O

Standardize Commercial Lines workflows to eliminate individual methods of processing new business or managing in-force policies, reducing inefficiencies and unnecessary E&O situations.

Capabilities

  • P&C survey

    Capture detailed underwriting, location, risk and coverage information. Send detailed submissions to as many underwriters as you want. Track all policy transactions once a risk is placed. Endorse, renew, cancel or reinstate policies. Full marketing and policy history is maintained for solid E&O protection.

  • Commercial Auto

    Manage every aspect of your commercial auto fleet. Print individual or blanket liability pink cards (binder or permanent); issue Coules, lnformco, Robil Form and CSIO Liability cards. Create complete and accurate auto submissions for underwriters. Import and export data in and out of spreadsheets in minutes.

  • P&C issue

    For brokers with the authority to issue policies in their office, produce legally binding policies you can place in the hands of a client in minutes.

  • P&C issue for Lloyd's

    For Lloyd's of London coverholders, produce legally binding Lloyd's policies you can place in the hands of a client in minutes.

  • Analytics

    Use the rich, standardized policy and workflow data that gets captured in Applied Policy Works to create insightful analytics. From insurer reports to book of business analysis and daily performance, like producer close rates, these visualizations empower management to make better-informed decisions.

  • Mobile

    Applied Policy Works offers producers the industry's first mobile app designed to generate new Commercial Lines business at the point of sale.

What's New

  • CSIO Compliance

    New questions and dynamic underwriting fields have been added to all submissions and policies, ensuring compliance with CSIO’s 43 minimum data set and robust, standardized data collection and setting the stage for real-time quoting with insurers.


  • Indio Integration

    Bi-directional integration now enables you to export or import collaborative data with to the consumer through Indio. You can also connect to Indio through a shortcut link, providing a seamless front-office workflow and reducing duplicative data entry between applications.


  • Applied Epic Integration

    Browse attachments stored in Applied Epic, such as supplementary PDFs and customer spreadsheets, within Applied Policy Works.


  • Contractor Question Set

    Dynamically generated CSIO underwriting questions for contractors based on the IBC industry code have been added, allowing for more complete submissions and faster quotes.


  • Commercial Lines Analytics

    Gain insight into your book of business, industry segmentation, insurer reports and marketing results so you can make more informed business decisions. A new feature includes a sub-broker filter to refine search results for multi office brokerages and MGAs.


  • Issuance Quote

    Create and track new or renewal quotes within delegated authority contracts or Lloyd’s Coverholder authority to allow faster workflows and response times from MGA’s to brokers.

CSIO Compliance

New questions and dynamic underwriting fields have been added to all submissions and policies, ensuring compliance with CSIO’s 43 minimum data set and robust, standardized data collection and setting the stage for real-time quoting with insurers.

Indio Integration

Bi-directional integration now enables you to export or import collaborative data with to the consumer through Indio. You can also connect to Indio through a shortcut link, providing a seamless front-office workflow and reducing duplicative data entry between applications.

Applied Epic Integration

Browse attachments stored in Applied Epic, such as supplementary PDFs and customer spreadsheets, within Applied Policy Works.

Contractor Question Set

Dynamically generated CSIO underwriting questions for contractors based on the IBC industry code have been added, allowing for more complete submissions and faster quotes.

Commercial Lines Analytics

Gain insight into your book of business, industry segmentation, insurer reports and marketing results so you can make more informed business decisions. A new feature includes a sub-broker filter to refine search results for multi office brokerages and MGAs.

Issuance Quote

Create and track new or renewal quotes within delegated authority contracts or Lloyd’s Coverholder authority to allow faster workflows and response times from MGA’s to brokers.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to succeed in the insurance ecosystem.