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How Digital Are You?

Insurance is undergoing rapid digital transformation, reshaping fundamental business practices in an environment of constant change and evolving competitive pressures. At the same time, digital technology has created a different kind of insurance consumer – one who expects access to information and real-time customer service from their computer, tablet or smartphone, anytime, anywhere. The convergence of technology and changing consumer preferences has independent agencies adopting new technologies to grow and thrive during the digital transformation of the insurance industry.

Fill in the questionnaire to find out your digital score, and how you compare with your peers.

Your Organization

What is your email address?*

What state is your company located?*

What is the size of your agency? (revenue)*

Approximately how many total employees do you have?*


Management System

Does your organization use an agency management system?*

Which of the following capabilities are you leveraging in your management system? Check all that apply.

Do you offer eSignature functionality to your clients?*



Is your software hosted in the cloud versus on-premises servers?*


Data Analytics

Do you use a business intelligence tool to gain business insights from your agency management system data? (i.e. Access graphical reports to view performance metrics and KPI analysis over time)*


Carrier Connectivity

Does your organization receive Personal Lines download?*

Does your organization receive Commercial Lines download?*

Does your organization receive ACORD eDocs and ACORD Messages?*

Does your organization receive Claims download?*

Are you a registered user of IVANS Exchange?*

Does your organization use IVANS Real-Time?*



Does your agency have a cloud-based client self-service portal?*

Does your organization provide a mobile app to your clients?*

Can your staff interact with your management system outside the office via their mobile device to review accounts, add prospects etc.?*


Contact Us

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.