Resources & Insights



Blogs & Articles

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9 Essential Apps for Independent Agents

Learn how smart, simple apps can help you become a truly digital agency. These powerful pieces of software can carry out a wide variety of tasks, and...

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The Insurance Producer’s Secret to Managing Risk
The Insurance Producer’s Secret to Managing Risk

Learn how to leverage technology to help you quickly and accurately manage risk and meet customer needs. Tools like Applied Mobile can help ensure that your producers...

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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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The Mobile Moment: Winning Customers in the Moment of Need

Mobile connectivity is here to stay, and Ed Higgins, vice president of Thousand Islands Insurance Agency in Clayton, N.Y. and chair at Applied Client Network knows that...

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3 Tips Applied CSR24 Users Should Know

Giving your customers 24/7 access to the information they need - whether it's filing a claim, or checking on their policy is becoming increasingly important. Bob Zaczynski,...

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[Podcast] Steve Anderson – Why Customer Service Is No Longer Enough

Customer Service is changing: an increasing number of consumers want to be able to connect with their agents though digital channels - traditional methods are no longer...

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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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Applied Mobile

Applied Mobile is the only independent agent mobile application that gives producers an intuitive, personalized interface to access client and prospect data on demand via iPad® or...

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Case Studies

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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McDermott Costa Insurance Increases Operational Efficiencies and Client Retention Using Applied Software

Located in Northern California with risk management consultants in 47 states, the agency has provided tailored insurance solutions for commercial and personal clients since 1938. As McDermott...

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NBT- Mang Insurance Agency
NBT-Mang Delivers Enhanced Connectivity Across the Agency

As a growing agency, NBT-Mang wanted a system that would keep pace with their expanding business. They chose to implement Applied Epic for its scalability.

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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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Swingle Collins & Associates Enhances Customer Experience and Increases Productivity

In order to keep up with evolving customer demands and streamline business processes, Swingle Collins chose to implement Applied Epic, Applied CSR24 and Applied Mobile. Both Applied...

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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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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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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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Business Continuity Guide

Your agency is in the business of helping customers when they need it most. But has your business thought through how to support them effectively and manage...

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A smartphone demonstrating the different apps available for use
9 Essential Apps for Independent Agents

See how mobile applications can streamline your business processes. There's an app for almost anything you need - from faxing and scanning documents to scheduling and organizing...

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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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Mobility for Producers: Improving Productivity in the Field

Beyond incorporating mobile into their strategy, independent agents must also enable their producers to engage customers and prospects in conversations across various emerging media channels. Wondering how...

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Applied Mobile Product Demonstration

Increase the mobility for your entire organization by extending access to critical insurance information within your management systems while away from the office with Applied Mobile. Give...

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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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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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