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

  • Applied Epic integration

    Leverage the Applied Policy Works commercial lines workflow integration with Applied Epic to seamlessly flow information into your management system.

  • Enhanced activity workflows

    Make all automated activity notes more configurable. In addition, when a certificate is being finalized, the prefill default information includes the Certificate Holder's Name.

  • Configurable linking

    Save links to use as a shortcut later to increase visibility and configuration ability.

  • Flexible client and policy creation

    Flow policy information from Applied Epic to the Policy Works client or policy creation dialog for a more flexible process.

  • Invoices and transactions

    Enables brokers to create an invoice within Applied Epic that and initiate as a transaction note in Policy Works after processing Endorsements or Renewals.

  • Billing consolidation

    Automatically consolidate a multiple, disparate billing transactions into a single invoice from Policy Works into Applied Epic.

Applied Epic integration

Leverage the Applied Policy Works commercial lines workflow integration with Applied Epic to seamlessly flow information into your management system.

Enhanced activity workflows

Make all automated activity notes more configurable. In addition, when a certificate is being finalized, the prefill default information includes the Certificate Holder's Name.

Configurable linking

Save links to use as a shortcut later to increase visibility and configuration ability.

Flexible client and policy creation

Flow policy information from Applied Epic to the Policy Works client or policy creation dialog for a more flexible process.

Invoices and transactions

Enables brokers to create an invoice within Applied Epic that and initiate as a transaction note in Policy Works after processing Endorsements or Renewals.

Billing consolidation

Automatically consolidate a multiple, disparate billing transactions into a single invoice from Policy Works into Applied Epic.

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.