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See the pipeline without keeping a second system
A producer dashboard tracks pipeline, quota, and lines placed, with no separate system to keep current.
For Producers
Carry a bigger pipeline and close more of it without a longer week
Find the prospect, profile the risk, and map the markets in hours, not days. Nurture your pipeline to close with campaigns custom built for you.
Cut the prep time before every prospect call
A producer’s pipeline depends on selling time, and a lot of that time goes to preparing before the first call. Researching the business, completing the application and entering the same risk for each market all take time away from talking with prospects and clients. Applied Epic® uses AI to build the business profile in minutes and fill the application from documents already on the account, then rates one entry across your markets. The time that used to go to prep can be redirected back to prospect and client conversations.
Where a producer’s day runs
Producers evaluating insurance agency CRM software are really asking whether the pipeline, the research and the quoting sit together. Watch your pipeline update as you work
Find the coverage gap before the meeting
Verified risk attributes build into a profile on the account, naming the coverage gaps worth a conversation.
Send one entry to every market with appetite
One commercial risk rates across more than 30 markets, and the quotes come back side by side.
Open an application already filled in
Dec pages, prior applications, and schedules are read for you, and the form comes back filled for review.
What customers are saying
Frequently asked by producers
Whether the pipeline sits with the account. Insurance agency CRM software that lives apart from the management system means updating two places, and the one that gets neglected is usually the CRM.
Beyond that: does it show you the risk and the coverage gaps before a meeting, and can you quote from it without leaving the record you are looking at.
Through a dashboard that reads from work already posted rather than one somebody maintains by hand. Pipeline, quota progress and lines placed all derive from the same activity, so the view is current without a Friday update ritual.
The discipline that matters is a single place. Two pipelines means neither is trusted.
Rarely, and the separation costs more than it looks. A standalone CRM has to be fed with client, policy and renewal data from the management system, which introduces a sync, a lag, and two versions of who owns the relationship.
Where the pipeline sits on the account itself, the prospect record simply becomes the client record when it binds.
Traditionally, hours of research across public sources to understand the business, its exposures and what it probably has in place today.
Built from public business data against the account, a profile naming the likely coverage gaps comes back in minutes instead. The preparation stops being the reason a call slips a week.
Go deeper for producers
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Blog
How Applied builds AI into the workflows producers already work in.
Learn how Applied infuses AI into our products through every stage of the Digital Roundtrip of Insurance to provide practical wins and streamline workflows.
Read the blog
