Two men and a woman in business clothes sitting at a desk looking at a tablet.

The Digital Brokerage Questionnaire

Business man and woman viewing tablet screen

Insurance is going digital, transforming brokers with new ways of doing business to grow and thrive. In this new reality, it’s more important than ever to have a digital strategy.

Take this questionnaire to find out if your business is ready for the digital future of insurance.

The Digital Brokerage Questionnaire

Business men and women on the move

Does your entire business use one, integrated management system that provides a single view of your brokerage across all locations?

Man at computer

Does your management system manage both P&C and Benefits lines of business?

Man on phone

Does your management system allow you to automate and measure sales pipeline?

Man and woman concentrating on computer screen

Are your operations standardised around efficient, best practice workflows and reporting for all brokerage staff?

Finger swiping on tablet

Can your brokerage quickly analyse large volumes of data to make better decisions about staffing, insurer risk placements, revenue trends and new business opportunities?

Woman with tablet device

Does your brokerage exchange information with insurers directly through your management system?

Business discussion

Does your brokerage use Real-Time Rating for both commercial and personal lines of business?

Business man on the phone

Is brokerage staff mobile-enabled? Can they access client, policy and sales information anytime, anywhere to conduct business and service clients whenever needed?

Man with car trouble

Do your customers have on-demand, 24/7 access to their policy information from a computer, tablet and smartphone?

Cloud reflection in building

Do your business’s software applications run in the cloud?

Business Meeting

Does your brokerage have a business continuity plan in the event of a disaster?

The Digital Brokerage Questionnaire

Business men and women on the move

Results Here

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.