Using multiple, disparate systems to manage your business is costly, time consuming and eliminates the opportunity to have a single source of truth for customer information. Use a single, integrated system to provide a complete view of customers and prospects to each person in the business to access and act upon – regardless of role, time or location. Manage your business within a single application to standardise workflows, seamlessly connect to insurer partners and discover new business opportunities from both current and prospective customers.
Why you should use a foundational broker management system
30%
loss in productivity from switching between different systems
Source: American Psychological Association
63%
of companies that use integrated sales automation outgrow their competitors
Source: Pedowitz Group
35%
higher revenue per employee for businesses that have a single view of customers
Source: Applied Digital Broker Annual Report
I need to:
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Gain a single view of my business
Provide greater visibility for improved customer service and quicker identification of cross-sell and upsell opportunities.
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Automate my daily operations
Standardise workflows to increase efficiency and employee productivity.
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Connect with my insurer partners
Access new markets and automate policy information exchange with insurers without having to leave the system.
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Peer Insights
Digitally transform to improve operational efficiency and customer service
Hear how your peer was able to standardise the business and deliver exceptional customer service.
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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.