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Demos

Applied certTrax logo.
Applied certTrax

Applied certTrax is a risk management solution that provides agencies the ability to monitor vendor certificate of insurance for contract compliance by automatically monitoring items including policy...

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Screen shot from the Applied CSR24 software application.
Applied CSR24: Issuing Certificates of Insurance

For your customers who require proof of insurance, it is critical that you provide them with certificates of insurance (COIs) in a timely manner. Applied CSR24 enables...

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Screen shot from the Applied CSR24 software application.
Applied CSR24: Premium Certificate Processing Overview

Applied CSR24 premium certificate processing and renewal capabilities increase the productivity of personnel and enable your employees to provide faster customer service. By providing the latest ACORD...

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A screenshot of Applied CSR24 showing the certificate of insurance button
Applied CSR24: Certificates of Insurance

For your customers who require proof of insurance, it is critical that you provide them with anytime access to certificates of insurance (COIs). Applied CSR24 enables your...

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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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A screenshot showing Applied CSR24: Document Access view
Applied CSR24: Document Access

Automate your document delivery to your clients with Applied CSR24. The Document Access features enable your clients to easily locate the information they need.

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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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Screen shot from the Applied CSR24 software application.
Applied CSR24: Renewal

Applied CSR24 renewal workflows allow your staff to process renewals faster, including options to easily update of terms and update to new form. This provides more efficient...

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Applied DORIS

Applied DORIS is a cloud-based agency management system that provides independent agents with innovative technologies and services. Applied DORIS is designed to help agencies increase office efficiency,...

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Applied Mobile
Applied Mobile

Applied Mobile, the only independent agent mobile application, features an intuitive, personalized interface designed especially for insurance producers. See for yourself just how easy it is for...

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Applied Mobile: Adding Prospects

Applied Mobile allows you to automatically update your management system with new prospect information while in the field. Using a tablet or smartphone, your staff can meet...

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Applied Mobile: Remote Access

Enable your employees to access critical documents and download attachments from your agency management system while on the go with Applied Mobile. Download and view the documents...

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Applied Mobile: Nearby Accounts

Locate nearby accounts with Applied Mobile. When travelling, Applied Mobile allows you to view accounts nearby, enabling you to map out sales visits as well as respond...

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Applied Mobile: Managing Activities

Applied Mobile enables you to manage your activities from a smartphone or tablet, and simultaneously update your agency management system. Allowing you to stay productive in the...

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Applied Rater Demo
Applied Rater

Applied Rater, a cloud-based insurance quoting application for independent agencies, automates the most accurate quoting workflows for more than 500 insurers nationwide. See for yourself how Applied...

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