For Brokers

Applied Relay

A seamless back-office solution for brokers and underwriters to manage a successful business.

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

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Provide customer payment options

Automatically update client account posting the payments received, with receipts and supporting documentation generated and saved within the client portfolio.

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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.

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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.

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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.

Simple line icon a folder and a stack of paper with an arrow pointing from the folder to the stack of paper and an arrow point from the stack of paper to the arrow

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.

Simple line icon of two bills being pulled into a bar

Provide customer payment options

Automatically update client account posting the payments received, with receipts and supporting documentation generated and saved within the client portfolio.

Simple line icon of a laptop with two application screens open on the desktop

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.

Simple line icon of a clipboard holding a piece of paper with a checkmark inside of a circle at the bottom right

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.

Simple line icon of a sheet of paper with a chart on it that is overlayed with a small magnify glass at the top right

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.

Simple line icon a folder and a stack of paper with an arrow pointing from the folder to the stack of paper and an arrow point from the stack of paper to the arrow

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.

Capabilities

Automate policy administration

Full-cycle administration, embedded accounts package, integrated workflow processing, intuitive diary system, automatic policy, account and risk history.

Manage leads in a single system

Collect and validate renewal details; maintain your own product lists; store and retrieve lead details easily; report filter by client or policy lead type; € customisation charge applies.

Automatically reconcile accounts

Daily cashbook and cash allocation analysis; single entry for client, sub agent and company transactions; automatic insurer statement reconciliation; client premium account tracker.

Build products specific to your customers

Develop custom data collection screens; calculate premiums and apply endorsements; produce tailored policy documentation; and deliver to both desktop and online within your website.

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.

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