Take in a submission without anyone typing it
Submissions arrive as structured data, so your intake resources lower.
For operations leaders
Policy, claims, and bookroll data move without a manual touch. Your back office holds its size as you grow.
Policy information flows directly into the same systems agents use to sell and service the lines you write without manual touch. Applied’s connectivity and data exchange makes sure the paper friction and manual work is no longer holding your operations back.
Supporting your team throughout the policy lifecycle.
Submissions arrive as structured data, so your intake resources lower.
You ask an agency for a slice of their book: one line, one state. Bookroll sends the whole batch back ready to quote in one consistent file.
Risks that can be straight-through processed clear without human review, so your people focus on the exceptions.
Policy, billing, and claims updates reach agency systems overnight, so fewer calls reach your service desk.
Carrier operations teams automate service workflows by sending policy and claims data straight into agency management systems instead of answering requests one at a time. The exchange runs on a schedule rather than on someone’s attention.
Your staff keep the exceptions and the judgment. The routine delivery stops arriving as work.
Direct integrations cover your largest partners and leave the rest. One network connection reaches more than 38,000 agencies, and 700-plus carriers and MGAs already exchange data across it, which is reach your team never builds or maintains.
The question worth asking is how many of those one-off connections you would retire.
Usually in book transfers and in document delivery, because both are high-volume, low-judgment, and already measured. A book roll that used to occupy staff for weeks is the easiest before-and-after to put in front of a finance committee.
Intake automation delivers sustained compounding value over time.
Operations owns the outcome, because the numbers that move are manual touches, re-keying rates and cost per transaction. Integration, hosting, and data governance come with the platform rather than as a build your engineers have to schedule.
IT still signs off. It does not have to supply the roadmap slot.
Customer story
Watch a quick video about Ivans Claims Download from the point of view of an Applied Epic® agency.
Watch now
Blog
Leading carriers are deploying agentic AI at global scale. Here is what that shift means for carriers and MGAs – and how to stay ahead of it.
Read now
Podcast
In this episode of Making Risk Flow, host Juan de Castro speaks with Kirsten Charlton, VP Operations and Transformation at Nationwide, where she leads operations and transformation in commercial underwriting for middle markets.
Listen NowStart with the agency connections you already have, and see what comes off your team’s plate first.