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Spend more time advising your clients and less time doing administrative tasks. With innovative cloud-based software that automates administration processes, you gain increased control and visibility into your business operations so you can focus on what really matters – growing your business.

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Why Automating Administration Processes Matter to Your Business

  • White outline of a woman with three vertical lines above her head and an orange hand icon below it.

    Grow your business

    Everything you need to successfully manage your business in one solution.

  • Cut costs and save time

    Stop wasting time and money switching to other systems or having applications that don’t speak to each other. Get it all done or connected in one place.

  • White gear icon with an orange clock icon overlapping the bottom right corner.

    Do business faster and easier

    Automate many of your administrative tasks. Have more visibility and control over sales, clients, staff productivity and fees.


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Learn how Prosperous Financial Planning manages customer relationships and compliance tracking with Applied WealthTrack.

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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.