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Applied to Drive RCM&D’s Digital Agency Strategy

February 15, 2018

Top independent insurance advisory firm selects digital agency software to support business growth

University Park, IL – Feb. 15, 2018 – Applied Systems today announced that RCM&D has selected Applied’s digital agency software to standardize business operations and create a more connected customer experience. As part of RCM&D’s digital transformation, the agency will leverage Applied Epic, the most widely used agency management system in the world, as its foundation and integrated self-service, mobile and quoting software to meet changing customer expectations in today’s digital age.

Applied Epic delivers the most technologically advanced software application to independent insurance agencies to enable faster growth and profitability in a changing insurance marketplace. Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency to better manage customer relationships, sales opportunities, market appetite search, financial accounting and policy and benefits administration across all lines of business, eliminating the need for separate, disparate systems. The application offers a comprehensive view of client and prospect information and internal workflows through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic’s scalable software architecture provides agencies with multiple global locations the ability to manage expansion and business growth with ease.

“As digital transformation changes the industry, we saw an opportunity to take advantage of technology to streamline business operations and provide a 24/7 client experience,” said Ken Runne, chief information officer, RCM&D. “Applied software is enabling our agency to become a digital agency, providing the tools to enhance efficiency and customer service, and accelerate premium growth.”

As part of RCM&D’s broader digital agency strategy, the agency also selected Applied Mobile, Applied CSR24 and Applied Rater.

  • Applied CSR24, the leading cloud-based client self-service software, enables agencies to meet today’s insurance consumer demand for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, liability certificates and other insurance documents through an online agency-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with brokerage management systems, reducing manual administrative tasks and allowing agents to devote more time to serving customers and securing new business. By providing greater flexibility and mobile servicing options, brokerages can increase client satisfaction, build client loyalty and deliver a more competitive business proposition.
  • Applied Mobile is a purpose-built app that enables insurance agency staff to access and manage client, prospect and insurance information from their management system anytime, anywhere via a mobile smartphone or tablet device. The native mobile app allows users to stay connected on the go with a direct link to information in their agency management system, providing access to view accounts, contact details and insurance policy information; add prospects; create and manage activities; and automate sales operations.
  • Applied Rater is an insurance quoting application for independent agencies that provides the industry’s most accurate rates for more than 500 insurers nationwide – the broadest coverage of any rating provider in the United States today. The quoting application enables agencies to provide prospective clients accurate quote comparisons for more insurers and more lines of business. With the ability to integrate into an agency’s website and with the majority of agency management systems, Applied Rater directly sends prospective client information to the insurers’ websites, quickly generating multiple quotes with a single point of data entry. Applied Rater enhances agencies' competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service to drive business growth and profitability.

“In today’s digital age of insurance, successful agencies are leveraging technology to transform how they connect to their insurers, their customers, and their staff,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied’s digital agency software enables RCM&D to automate its business operations and drive connectivity throughout the entire insurance lifecycle, ultimately driving performance and profitability for the agency.”

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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

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