Provide customer payment options
Automatically update client account posting the payments received, with receipts and supporting documentation generated and saved within the client portfolio.
Integrate with the Microsoft® Office Suite
Automatically record all client emails within the client portfolio in Microsoft Outlook; create and manage policy documents in Microsoft Word; and export reports and data into Microsoft Excel.
End-to-end accounting from broker to insurer; produce professional broker statements; deliver detailed electronic Bordeau reports for insurers; automatic reconciliation of transactions.
Standardise management and financial reporting
Out-of-the-box management and financial reporting; export results to chosen format including Excel and PDF; automatic scheduler allows results to be emailed at any chosen date and time; all reports stored for future reference.
Automate document management
Automatic indexing and storage of outgoing documents; scan, index and track incoming documentation; retrieve documents with ease against client, policy account or claim.
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Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.