Management System

Manage all lines of business across all locations and roles in a single application.

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:

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.

View All Peer Insights

What's Trending in Management Systems

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.