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JB Brokers Limited Digitally Transforms with Applied

April 19, 2018

Broker utilises cloud-based management system and mobile technology to increase efficiency and customer service

Brighton, UK – 19 April 2018 – Applied Systems today announced that JB Brokers Limited has selected Applied’s digital broker solution to automate operations and extend omnichannel customer service. By transforming into a digital broker, JB Brokers will be able to streamline their entire business and deliver a truly connected customer experience.

“Having full digital capabilities within the brokerage was crucial in our decision in choosing Applied,” said Mark Brown, managing director, JB Brokers. “We needed technology to enable us to stay efficient across the business and provide the best service to our customers.”

Applied TAM provides brokers the ability to automate daily operational processes, effectively manage customer policy information and seamlessly connect with insurers and policyholders. Through an automated and easy-to-navigate interface, Applied TAM offers greater visibility into customers and day-to-day broker operations to reduce time spent on administrative tasks, decrease errors and omission risk, provide a seamless employee onboarding and training experience, and better respond to customer needs.

As part of JB Broker’s digital transformation strategy, the broker chose the following applications to manage their business:

  • Applied Mobile enables employees to access and manage customer, prospect and insurance information from their broker management system anytime, anywhere via a mobile smartphone or tablet device. The only integrated application available to UK insurance brokers, Applied Mobile allows users to stay connected on-the-go with a direct link to information in their broker management system, providing access to view accounts, contact details and insurance policy information, add prospects, create and manage activities and automate sales operations.
  • Applied CSR24 enables businesses to meet demand from today’s insurance consumers for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, and insurance documents through a custom-branded client webpage on a computer, tablet and smartphone. Additionally, a mobile app extension of Applied CSR24, Applied MobileInsured, provides brokers the industry’s first native, broker-branded mobile application to provide mobile customer self-service via iOS or Android smartphone devices. The mobile app seamlessly integrates with broker management systems to provide customers accurate, convenient access to insurance information whilst on-the-go. By providing greater flexibility and customer service options, brokers can increase customers’ satisfaction, build customer loyalty and deliver a more competitive business proposition.

“Digital technology is enabling brokers to create ease of doing business within the business, while delivering the mobile customer experience that consumers are demanding,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “Applied’s digital broker solution enables JB Brokers to focus on strategic growth through customer service, rather than administrative, manual tasks that come with an unautomated brokerage.”

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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognised 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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