Improve automation and maximise productivity to grow sales. Utilise a seamless back-office solution that integrates full-cycle eTrading and e-commerce products to manage all your business in one application. Applied Relay®, Ireland’s general insurance brokers product of choice, facilitates all client and policy management, accounting, document management, reporting and reconciliation needs of our many customers.
Key Benefits
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.
Manage underwriters
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.
Ready to Learn More?
Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.