Applied Vision

Applied Vision enables agencies to manage complicated business structures with ease to drive growth and profitability.

Applied Vision is designed for agencies that manage complex business structures and complicated commercial lines of coverage, specialty lines of business or non-traditional niche markets. Applied Vision provides automation capabilities that enable your agency to improve operational efficiencies and customer service to drive growth.

With Applied Vision, your agency benefits from:

  • A true single-entry system
  • Electronic import and export of data
  • Full accounting and general ledger
  • Advanced contact systems and strategic marketing tools
  • Flexible architecture for growth

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Product Benefits
Improve productivity with automated business operations

Applied Vision is a true single-entry system that seamlessly integrates with third-party software, reducing time spent managing and manually entering data into multiple systems.

Applied Vision enables you to electronically import, manage, and export customer-generated lists of scheduled property, fleet vehicles or assets calling for specialized coverage to make marketing initiatives more efficient.

Quickly generate invoices and statements, track and reconcile agency payables, record payments and returns, and build financial statements that allow you to compare to previous-year total and budget figures.

Sell more effectively with tailored marketing campaigns

With Applied Vision’s advanced contact system, you can develop strategic, targeted campaigns and tailor communication to prospects and customers using multiple names, numbers and addresses. Automated marketing enables you to increasing client retention and more efficiently cross- and up-sell.

Grow your business with ease

Accommodate unlimited combinations of agency structure including multiple profit centers and regions with separate income and expense reporting.  

For more information about Applied Vision and other Applied solutions, call us at 1.800.786.1362 or Contact Us.