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