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Dyste Williams Expands Digital Strategy with Applied

March 23, 2022

Family-owned insurance agency to digitize commercial application process and adopt integrated marketing automation to enhance their client experience

UNIVERSITY PARK, Ill. – March 23, 2022 – Applied Systems® today announced that Dyste Williams selected Applied Marketing Automation and Indio to drive customer acquisition and retention. Applied Marketing Automation will enable the agency to easily create and deliver targeted, informative marketing campaigns to better engage with their customers and prospects. By adding Indio along with Applied Marketing Automation to their tech stack, Dyste Williams will digitize the application and submissions process for both new and renewal customers, creating a personalized and digital experience from acquisition to renewal.

“Our agency previously sent our client portfolio renewals in 3-ring binders and used spreadsheets to manage our client contact list, risking loss of information and excessive administrative time,” said Nels Dyste, vice president, Dyste Williams. “By integrating Indio in our tech stack, we eliminated the binders and spreadsheets. The renewal process now begins with an email and fosters online collaboration between our clients and our team from start to finish, resulting in an efficient process and positive experience for all parties. Applied Marketing Automation compliments this process by making sure we keep our contacts connected to our core system, while streamlining our outbound communication and marketing strategy.”

Directly integrated into Applied Epic®, Applied Marketing Automation extends the value of the management system, eliminating the time and expense of managing separate, disparate marketing automation and content management systems. Agencies and brokerages can immediately launch marketing communications from the management system, ranging from one-off communications to robust marketing campaigns that nurture customers and prospects. The application provides access to a world-class insurance specific content library with an editorial team dedicated to keeping assets up-to-date and tracks any marketing-related activities produced by campaigns back into the management system.

Indio enables agencies to deliver a fully digital client risk capture and application experience by automating the data population across each individual, unique insurer application. The application uses smart-form automapping to reduce the need for rekeying client information across multiple applications, increasing efficiency while reducing errors and omissions. Agencies can communicate in real-time with clients directly within the online insurance forms, enabling communication and collaboration all within a single application. Indio simplifies the insurance application process to make it faster, more collaborative, easier, and with fewer errors and omissions, saving agencies and their clients’ time and money.

“Today’s consumers are choosing their service providers based on their ability to deliver more personalized, digital experiences,” said Michael Howe, chief product officer, Applied Systems. “Combining Applied Marketing Automation and Indio will enable Dyste Williams to provide this experience for customers from the first touchpoint through to application and back again at renewals, differentiating their service and improving their bottom line.”

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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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