Going Into the Next Generation of Insurance Smarter and Stronger with AI-Powered Tech

At Applied, we understand the daily challenges agents face, from time-consuming workflows to fragmented systems and the constant race to deliver the best client experience. That’s why we’re committed to building tools and solutions that empower agencies to thrive together, powered by artificial intelligence (AI), insurance expertise, and insurance-specific data (known as Vertical AI).

Let’s explore how the Next Generation of Insurance and the latest tech capabilities will help your agency thrive in this new chapter.

Leveling Up the Digital Roundtrip in the Next Generation

Applied’s vision is to embed practical, intelligent automation throughout the insurance lifecycle. By leveraging AI, agencies can unlock next-gen opportunities to maximize staff productivity, accelerate book of business growth, strengthen insurer partnerships, and elevate insured satisfaction. We’re here to help you drive innovation across the entire policy lifecycle, creating a faster, more efficient, and customer-centric ecosystem.

The Digital Roundtrip of Insurance integrates sales, marketing, policy management, markets, and financial workflows within your core system. With AI infusing every aspect of the Digital Roundtrip, we aim to help your agency make every touchpoint smarter, more automated, and more impactful.

Over the past few years, we’ve worked closely with agency leaders and tech experts to imagine a future where technology continues to simplify insurance operations and transforms the fabric of how agencies deliver value. When we think about this vision, it helps us walk in the shoes of the agencies, anticipating their needs and finding ways to deliver greater value across every interaction. The beauty of next-gen technology enhanced by vertical AI and data is that it benefits not only agencies but also the clients you serve.

Here’s what agencies like yours can expect with next-gen tech and Vertical AI:

• Complete operational transformation

• Enhanced customer service tools, including self-service options

• Unmatched efficiency and productivity

• Personalized customer experiences that build trust

• Smart business insights to help your agency make important decisions

4 Factors Influencing the Next Generation of Insurance

Let’s look at what we see as the driving forces and the questions that our team is aiming to solve with you as we build on our next-gen products and solutions:

1. Data and Business Intelligence: How can we combine raw data into valuable insights that create more profitable revenue opportunities?

2. The Insurance Industry Talent Gap: How can we provide the industry with tools to attract the next generation of insurance professionals?

3. A Seamless Experience for All Stakeholders: How can we simplify and speed up insurance processes?

4. Real-Time Connectivity: How can we help agencies create connected, intelligent workflows to compete at digital speed?

Starting Your Journey Towards Next-Gen Innovation

The road to next-gen insurance isn’t about making sweeping, overnight changes. It’s about embracing meaningful, incremental innovation. We encourage agencies to start small, focus on areas where teams spend the most time, and lean on tools that simplify day-to-day operations.

Here are a few ways you can get started implementing AI and next-gen tech into your daily workflows:

• Experiment with intelligent tools for email summarization or automated workflows.

• Explore new and upcoming tools like Applied Book Builder™ to streamline renewals and account rounding. We’re constantly looking at ways to add AI capabilities within our products, so watch our website for the latest news.

• Learn how your agency can embed AI capabilities into your current workflows.

Next-Gen Digital Tools: Empowering Your Agency

At Applied, we’re constantly building on our tech to ensure it’s ready to support our agencies in the Next Generation of Insurance and integrated with your Applied Epic agency management system. Our next-gen insurtech tools include Applied Book Builder, Epic Dashboards, Epic Quotes Commercial Lines (EQCL), Applied Pay®, Epic® Benefits, and more!

Shaping the Future Together

When you win, we win, and we’re here to make that happen. By embracing artificial intelligence, addressing workforce challenges, and developing more thoughtful systems, we can create new possibilities that uplift teams, clients, and everyone in the industry. Check out our new expert-informed insights for more about how Next-Gen tech is unleashing value for insurance agencies and the entire industry.