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Calculators & Tools

Calculators & Tools

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Applied Digital Agency Scorecard

Digital technology is rapidly changing the insurance industry, creating new consumer expectations. Fill out this questionnaire to find out how you compare as a digital agency, and...

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Digital Agency Quiz

Insurance is going digital. In this new reality, it’s more important than ever to have a digital strategy. Take this quiz to find out if your agency...

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Download Savings Calculator

ACORD eDocs & ACORD Messages allow carriers and MGAs to send policy, billing and claims information to agencies using IVANS Download services. By using all of the...

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Self-Service Calculator

Giving your customers 24/7 access to their policy documents and information with online self-service can help reduce the time burden on CSRs, increasing overall monetary savings for...

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Data Points Calculator

Discover the many ways to review your data. When it comes to the overall health of your business, analyzing your data offers critical insights you need to...

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Productivity Quiz
Agency Productivity Quiz

Improving agency productivity can lead to greater client retention, increased revenue, and greater efficiency, however, it can be difficult to determine whether measures implemented to boost productivity...

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Top 10 Productivity Books

Learn techniques that can maximize your productivity potential, help you reduce stress and anxiety, and organize your workflows to improve you overall efficiency.

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Disaster Recovery Checklist

Prepare your agency with disaster planning. Most disasters strike without warning. In order for you agency to operate during an emergency, a business continuity plan is key....

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Revenue Per Employee Calculator

Revenue per employee (RPE) provides insight into your agency's business performance and profit potential. Try our calculator to determine your RPE and see how you compare against...

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Download Partners Reference Guide

Use this Download Partners Reference Guide to see a capabilities matrix for every insurance carrier offering Personal Lines Policy Download; Commercial Lines Policy Download; Activity Notes Download...

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Interface Status Report

The Interface Status Report provides a comprehensive listing of every insurance carrier’s offerings for download and real-time. This guide also includes contact information for each insurance carrier,...

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Rating Vendor Reference Guide

Use the Rating Vendor Reference Guide to view a listing of third party rating products that are integrated with Applied management solutions.

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Real-Time Carrier Guide

The Real-Time Carrier Guide provides information that will help you with the basic setup of Applied Real-Time Interface and includes carrier instruction sheets for specific companies.

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Real-Time Reference Guide – Commercial Lines

The Real-Time Reference Guide – Commercial Lines provides a capabilities matrix for every insurance carrier offering Commercial Lines real-time interfaces with Applied products. The Real-Time Reference Guide...

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IVANS Exchange Registration Instructions for Applied TAM Users

Use these instructions to register as your agency’s first user on IVANS Exchange. IVANS Exchange is an on-demand tool for agents to view and manage download connections.

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An insurance agent reviewing a capabilities matrix for every insurance carrier offering real-time personal lines.
Real-Time Reference Guide – Personal Lines

Use this Real-Time Reference Guide – Personal Lines to view a capabilities matrix for every insurance carrier offering real-time Personal Lines interfaces with Applied products. The Reference...

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IVANS Exchange Registration Instructions for Applied Epic Users

Use these instructions to register as your agency’s first user on IVANS Exchange. IVANS Exchange is an on-demand tool for agents to view and manage download connections.

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