Applied DORIS is an easy-to-use cloud-based agency management system designed for smaller, growing agencies to gain the most out of their technology investments and compete more effectively.
New and growing agencies require software tools to do more with less time and resources. Applied DORIS delivers all the fundamental capabilities, workflows, and carrier connectivity needed to run an agency. Enhanced carrier connectivity with Applied DORIS reduces time spent accessing carrier websites to view client coverage details and ensures all client policy details are automatically kept up-to-date – without manual intervention.
Applied DORIS automates:
- Workflows and procedures
- Policy and account management
- Customer communications
- Carrier connectivity and data exchange
- Document management
Applied DORIS delivers the advantages of running your businesses in an online environment, including flexibility, data security, and time and expense savings. By removing the need to manage software and hardware upgrades, agencies can focus time on servicing customers and selling new business to increase revenue and drive sustainable growth and profitability.
Applied DORIS automates workflows and processes. Its diary system logs policy notes, schedules follow-up activities and documents transactional filing. Scanning and attaching documents and photos keeps important information connected to client files, reducing the need and expense of paper files and storage. Letters pre-fill data fields and attach to records, saving time while minimizing agency errors and omissions. Company downloads populate client data, eliminating the need for manual entry. Real-time exchange of data saves time with instant access to policyholder information.
Applied DORIS provides full accounting with an integrated general ledger. Track commissions, generate invoices, output checks and maintain multiple checking account ledgers with reconciliation. Track the agency’s financial performance with a full reporting package. Direct bill commission download of policyholder payments allows easy tracking of producer commissions.
Applied DORIS reduces costs by eliminating hardware and IT management expenses. Routine database maintenance, daily backups, system updates, daily downloads and security protection are all done for your agency. Remote access through cloud services enables staff to connect to agency data at all hours and from any location. Secure access level for each staff member protects sensitive information.
For more information about Applied DORIS and other Applied solutions, call us at 1.800.786.1362 or Contact Us.