Insurance data download that sends policy, claims, eDocs and commission updates into your agents’ management systems, so every agency record stays current.
Ivans Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity.
Request, review and receive a book roll from any agency in one consistent format, for personal and commercial lines, with nothing to re-key by hand.

Ask Kodiak is a commercial lines appetite and eligibility platform that enables carriers and MGAs to publish and maintain their risk appetite in real time across the tools independent agents already use — including agency management systems like Applied Epic and EZLynx, comparative raters, mobile apps, and web portals. Agents get a Google-like search experience to instantly find markets that match their clients' risks. Carriers enter their appetite once and reach their entire distribution network simultaneously. Analytics dashboards provide insight into agent search trends, appetite views, and top-performing profiles to support product development and distribution strategy.

Commercial insurance distribution software that publishes your appetite and question sets once and routes every submission to a quote or an underwriter.

See what every agency is writing before you call. Marketing Insights turns Applied's carrier connectivity data into agency-level intelligence.

Commercial underwriters spend too much time researching businesses online and not enough time making decisions. Planck PLUS changes that. With as little as a business name and address, it instantly builds a comprehensive risk profile for commercial accounts, pulling AI-powered data on NAICS classifications, business descriptions, industry-specific risk attributes, images, and social reviews, all with verifiable source links so underwriters can see exactly where every insight comes from. Renewal Validation flags discrepancies between new risk details and current policy information, with customized verification for high-risk industries like construction and restaurants. A built-in generative AI chatbot lets underwriters ask follow-up questions and surface additional insights beyond the structured data. Batch API integration enables bulk, scheduled risk assessments ahead of policy renewals so teams always work from the latest information. The result is faster new business quotes, more accurate renewals, and the ability to process more submissions without adding headcount.


Many agency connections. One network. Zero re-keying. The Applied carrier suite helps you connect with agencies, process risk more efficiently, source new submissions, and stay ahead of what’s next. Key features: - Uplift written premium at a lower expense ratio: Higher volumes of submissions arrive; they're processed and decisioned automatically, and your quotes arrive in minutes before anyone else. - Apply your view of risk to every submission: Submissions arrive structured and checked against your own rules, so underwriters spend their time on the risks that fit. - Stay in perfect sync with agency partners: Agents get policy, claims and billing changes in their own system as they happen, so servicing costs less as your book grows. - Be the first carrier agents see: Agents see your appetite in their management system before they pick a market, and your quotes come back to the same screen.