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
loss in productivity from switching between different systems
Source: American Psychological Association
of companies that use integrated sales automation outgrow their competitors
Source: Pedowitz Group
higher revenue per employee for businesses that have a single view of customers
Source: Applied Digital Broker Annual Report
I need to:
Gain a single view of my business
Provide greater visibility for improved customer service and quicker identiﬁcation of cross-sell and upsell opportunities.
Automate my daily operations
Standardise workflows to increase efficiency and employee productivity.
Connect with my insurer partners
Access new markets and automate policy information exchange with insurers without having to leave the system.
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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Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.