Resources & Insights


Customer-Driven Technology

Blogs & Articles

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Marketing Your Customer Portal: “If You Build It, They Will Come”

It’s no secret that today’s consumer is becoming increasingly digital. In the age of Amazon Prime and Uber, everyday shopping and the need to hail a taxi...

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Milford Insurance Business Card
Jack of All Trades: How Growing Insurance Agencies CAN Juggle It All

From principal to producer, growing agencies often need to combine multiple roles into one. These tips will help smaller agencies with a just few employees maximize efficiency...

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3 Ways Technology Can Boost Agency Productivity
3 Ways Technology Can Boost Agency Productivity

Increasing your agency's productivity may be as simple as implementing the right technology. In this blog, Michael Howe discusses three ways technology can help you make your...

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Chart explaining customer experience interactions
Today’s Insurance Customer Experience Imperative

Customer Experience is a popular topic - and for good reason. Barry Rabkin, President of the insurance technology analyst firm Market Insight Group shares the 4 phases...

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Customer Experience – #1 Strategy for Building Brand Loyalty

Making sure your business stands out from the crowd is crucial as more and more agencies look to leverage the latest technologies. Kristin Hackney, executive vice president...

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A pie chart
Making Insurance Agencies’ Priorities a Reality – A Look into Accenture’s IA Survey

The division between agencies and carriers is growing: independent agencies are working to increase competitiveness when it comes to their relationships with carriers. Here, Michael Howe, senior...

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Applied Capabilities Overview
Applied Capabilities Overview

Applied technology automates the exchange of information and data throughout the insurance lifecycle among agents, brokers, carriers and consumers. By enabling greater access to information and streamlining...

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Applied CSR24

In today's competitive insurance market, agents who respond to customer demand for anytime, anywhere service are more likely to succeed. Applied CSR24 enhances your customers' service experience...

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Male insurance agency customer accessing his insurance policy information on his mobile phone.
Applied CSR24 Proof of Insurance Processing

For an agency, processing proofs of insurance can be time-consuming, which affects the quality of customer service. For your clients who must provide proof of insurance, it...

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A couple of insurance customer service reps in front of a computer.
Applied CSR24 Self-Service (Data Sheet)

Applied CSR24 is the leading cloud-based self-service software that offers customers instant access to their insurance information. With Applied CSR24, agencies have a competitive edge by continually...

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Calculators & Tools

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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Case Studies

Two Anderson Insurance Associates' employees standing in a stairwell talking.
Anderson Insurance Makes Better Business Decisions with Applied

Anderson Insurance Associates is a coastal agency located in Chareston, SC with a niche clientele that require bundled policies for flood and storm. Due to its unique...

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Gerard Gnade, Marketing & IT at Gnade Insurance Group
Gnade Gains a Single View of the Business with Applied

Gnade Insurance Group provides commercial and personal insurance to a wide range of clients, including restaurants, animal hospitals and car washes. With such a diverse book of...

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Mike Hall, President, Hall & Company
Hall & Company Increases New Business and Achieves a 93% Retention Rate with Applied

For Hall & Company, the need to streamline workflows for more automated operations was the catalyst to replace its legacy agency management system. The less time required...

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A man and women sitting at a desk in a conference room having a conversation.
The Seltzer Group Enhances the Client Experience with Applied

As consumers today expect more digital interactions across all channels for customer service, The Seltzer Group realized they would need to keep pace with the changing service...

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Watson Insurance Agency
Watson Insurance Uses a Single Foundation for Building a Digital Agency

Realizing the value of agency automation in increasing productivity and efficiency, Watson Insurance Agency implemented Applied Epic to merge and manage their three lines of business and...

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Business man and woman sitting across from each other having a conversation.
Weatherby-Eisenrich Relies on Applied to Drive Sales Like Never Before

With offices across the state of Texas, Weatherby-Eisenrich offers a wide range of products to its clients and serves the oil field and energy service sector that...

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a screenshot showing Applied CSR24: Online bill pay
Applied CSR24: Online Bill Pay

Offer your customers online bill pay though a custom-branded self-service portal. With Applied CSR24, you can give your customers 24/7 access to payment information.

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Applied CSR24: Auto ID

Applied CSR24 is mobile optimized, giving your insureds 24/7 access to their account information, including Auto IDs, right from their tablets or smartphones. This capability is fully...

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Ebooks & Guides

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The Digital Agency: Developing a Digital Transformation Plan (eBook)

To thrive today in a time of digital transformation, agents must seriously consider their technology options and develop a digital transformation plan. It’s no longer viable to...

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Illustration depicting the concept of customer experience.
Guide to Creating a Quality Customer Experience

A successful customer experience involves responding to and anticipating customer needs to ultimately earn trust and loyalty. Today, digital technologies such as online self-service and mobile provide...

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Yellow rubber boots in a puddle of rain water.
Guide to Keeping Your Agency in Business When Disaster Strikes

Could your agency withstand a catastrophe? Cyber attacks, theft and damaging weather can happen without warning. In such an event, downtime can be detrimental to any business....

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Index finger touching a tablet screen.
Guide to Online Customer Self-Service Applications: Top 10 Considerations

An effective online self-service software application provides the multichannel service your customers expect. Before adding online self-service, it's important to consider these 10 things.

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Graphical depiction of different ways agents can connect with consumers.
Guide to Understanding Multichannel Engagement

Insurance agencies can no longer rely on connecting with consumers through the traditional methods of yesterday. Today's consumers demand and expect instant access to information anytime, anywhere....

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Smartphone displaying the Applied MobileInsured app.
Applied MobileInsured

Today consumers expect immediate access to information from their smartphones, including their insurance. With Applied MobileInsured -- a native mobile app that provides your clients access to...

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Map of the world.
Protect What Matters Most During a Disaster

The number of significant natural disasters has been increasing across North America. With this rise, a comprehensive business continuity plan is essential for insurance agencies. Your business...

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Customer Experience in the Digital Age

Creating a personalized, engaging customer experience drives retention, referrals and sales for your agency or brokerage, and most importantly, creates clients for life. This on-demand webinar provides...

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Illustration showing 6 benefits of using multiple channels to reach insurance customers.
Deliver a Multichannel Client Experience

Multichannel customer engagement is meeting the insured consumer’s demand for flexible and easy access to your agency staff, information about your products and services, information about their...

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Two young millennial men having a conversation.
Why Millennials Matter

The millennial generation accounts for more than $1 trillion in U.S. consumer spending. By 2020, this generation will comprise one out of every three American adults. Attracting...

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Drive Brand Awareness with Digital Marketing

To be heard, agencies today must find new and unique ways to connect with customers in a digital world. View this presentation to learn about the rise...

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Technology for Disaster Preparedness

Watch this webinar to find out how the McMahon Agency, a coastal-based insurance agency in Ocean City, New Jersey, used technology to remain operational during Super Storm...

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Agents of the Future: Adapting to a More Technology-Driven Marketplace

Today, an independent agency must be able to support customers and prospects with a strong multichannel presence and provide agents with the right tools to do business....

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White Papers & Research

Invest Promo
The Future of Insurance: Bye-Bye Boomers, Hello Digital Natives

New trends are emerging within the insurance industry as generational shifts and evolving technology change customer expectations. Millennials and the younger Generation Z are having a drastic...

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A finger touching the screen on a tablet device.
Adaptability: The Insurance Customer Experience Imperative in an Online Digital Mobile Society

Customer experience (CX) is all the rage. You can’t click to an insurance industry news site or general interest news site, or even pick up an insurance...

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Graphical depiction of multiple communications channels.
Multichannel Engagement

Equipped with smart phones and online capabilities that provide instant access to information, consumers have developed new expectations for how they will interact with businesses. Increasingly, they...

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Bar graph showing what insurance agencies have in place for business continuity during a natural disaster.
Disaster Preparedness Practices Among Independent Insurance Agents

Find out the state of disaster preparedness among your peers. This survey, conducted by Applied Systems, provides valuable insight to insurance agencies that are considering starting or...

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Business Continuity Planning

In today’s volatile global environment, it’s more important than ever for organizations to develop a business continuity plan (BCP). From political and economic uncertainty to the increased...

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Agents and the Digital Future

Many insurance customers value their relationships with agents, but loyalty can be fleeting in a changing insurance market. The trend of consumers conducting more business online underscores...

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