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Incline Insurance Selects Applied to Enable Digital Transformation

May 23, 2018

California-based agency leverages Applied digital agency software to better manage their entire business

University Park, Ill. – May 23, 2018 – Applied Systems today announced that Incline Insurance has selected Applied digital agency software to manage its entire business. As part of the agency’s digital transformation, Incline Insurance will leverage Applied Epic®, the most widely-used agency management system in the world, as well as integrated mobile and insurer connectivity software to drive a connected experience between the agency, its insurers and insureds.

“As we’ve continued to grow over the last couple years, it has become apparent that it is critical to digitally transform in order to gain internal efficiencies and provide the level of service our customers demand,” said Jordan Jurow, founder and principal, Incline Insurance. “The Applied digital agency software provides our business an all-in-one solution, enabling our staff to focus on providing a premier customer experience and expanding our business.”

As part of Incline Insurance’s digital agency solution, the agency will leverage Applied Epic, Applied CSR24®, Applied Mobile® and Applied Rater®.

  • 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.
  • 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.

“Leveraging digital technology to manage the agency’s entire business alleviates staff from working with manual, administrative processes, so agents can focus on providing customers with premier customer service,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied’s digital agency software will provide Incline Insurance the automation needed to deliver the service their customers expect, enabling them to increase customer acquisition and retention, and ultimately, grow the business.”

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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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