Insurance Agency Management Systems | Applied Systems

Management System

Manage all lines of business across all locations and roles in a single application.

Using multiple, disparate systems to manage your business is costly, time-consuming and eliminates the opportunity to have a single source of truth for customer information. Leverage a single, integrated system to provide a complete view of clients and prospects to each person in the agency to access and act upon – regardless of role, time or location. Manage your business within a single application to standardize workflows, seamlessly connect to insurer partners and discover new business opportunities from both current and prospective clients.

Why you should leverage a foundational management system

30%


loss in productivity from switching between different systems

American Psychological Association

63%


of companies that leverage integrated sales automation outgrow their competitors

Pedowitz Group

35%


higher revenue per employee for agencies that have a single view of customers

Applied Digital Agency Annual Report

Peer Insights

Drive efficiency with advanced business automation

Hear how your peer was able to gain greater efficiency and visibility into its business through a single solution.

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Ready to Learn More?

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