Applied eServicing: Real-Time Information Exchange Interface for Insurers | Applied Systems Canada

For Insurers & MGAs

Applied eServicing

Automate service with broker partners.

Ensure timely service for insureds and ease of doing business for your brokers through increased automated data exchange. Applied eServicing is an end-to-end integrated solution that enables your business to instantly service policy, billing, claims and payment inquiries directly from brokerage management systems to your policy admin system.

Key Benefits

Strengthen brokerage relationships

Provide brokers immediate access to brokerage policy, billing, claims and payment information without ever having to leave their management system.

Close business faster

Complete underwriting and policy binding workflows through a direct integration with Applied Rating Services.

Create a better customer experience for brokers and insureds

Allow insureds to access your bill pay website directly from their broker’s self-service portal.

Increase operational efficiency

Receive, process and respond to broker requests directly between brokerage management systems and your policy administration system.


  • Single sign-on

    Single sign-on enables brokers to authenticate themselves once with your portal. Single sign-on increases security because passwords are not stored or managed externally, and reduces your IT costs due to a lower number of help desk inquiries.

  • One-click brokerage inquiry

    Via single sign-on, brokers can make one-click inquiries, which eliminates the need for password updates, decreases the amount of time brokers spend in your portal, and increases security for your business.

  • Insured bill pay connectivity

    Insured-insurer connectivity enables policyholders to access your bill pay website from their brokerage’s customer self-service portal, allowing for a more connected customer experience.

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.