Applied Epic

1,556 reviews

Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.

Applied TAM

55 reviews

Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.

Applied CSR24

22 reviews

Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market. Key Features and Functionality: - Mobile App Access: Clients can manage their insurance needs on the go via the Applied MobileInsured app, ensuring convenience and flexibility. - Virtual Assistant for Claims Management: An automated chatbot guides users through the claims submission process, providing a quick and conversational experience. - Document Management: Agencies can customize the documents each client receives, tailoring information to individual needs. - Policy Management: Clients have the ability to request policy changes directly through the platform, which syncs seamlessly with the agency's management system. - Branded Portal and Mobile App: Agencies can customize the portal and app to reflect their brand identity, reinforcing their role as trusted advisors. - Premium Certificate Processing: Integration with the management system eliminates duplicate data entry, streamlining the issuance of certificates. - 24/7 Call Center Support: The platform supports around-the-clock customer service without the need for continuous staffing, as operators can handle inquiries and process claims at any time. - Self-Service Portal Analytics: Agencies can monitor which features clients use most, allowing for targeted improvements to the customer experience. - Payment Processing: Clients can pay their direct-billed policies in one place, simplifying the payment process. Primary Value and Solutions Provided: Applied CSR24 addresses the modern consumer's expectation for immediate and convenient access to services. By enabling clients to self-serve their insurance needs anytime and anywhere, agencies can: - Enhance Client Satisfaction: Providing 24/7 access to policy information and services meets clients' demands for convenience, leading to higher satisfaction levels. - Increase Operational Efficiency: Automating routine tasks and reducing manual administrative work allows staff to focus on revenue-generating activities and personalized client interactions. - Strengthen Client Loyalty: Offering a consistent, branded experience across multiple channels fosters trust and loyalty, encouraging clients to remain with the agency. - Differentiate in the Market: By adopting advanced self-service technology, agencies can stand out from competitors and attract tech-savvy clients seeking modern solutions. In summary, Applied CSR24 empowers insurance agencies to meet the digital demands of today's consumers, streamline operations, and build stronger client relationships through a comprehensive self-service platform.

Applied Mobile

9 reviews

Applied Mobile is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.

Applied Pay

8 reviews

In today’s digital economy, consumers expect a certain type of experience when paying for products or services online. From shopping online for that favorite pair of shoes to paying their insurance premium via a text message, the ability to get tasks done quickly and easily is the key to keeping them happy. Give your clients a superior payment experience with Applied Pay™, the insurance industry’s most versatile digital payments platform. Applied Pay provides a safe, convenient way for insureds to pay their premiums online from any device and integrates seamlessly with Applied Epic™, Applied CSR24™ and EZLynx™. Collecting premiums should never be the most challenging part of what you do. Supercharge your collection process today with Applied Pay, and reduce the effort, errors and liability associated with agency bill pay.

Applied Benefits Designer

1 review

Applied Benefits Designer™ is an intuitive software solution that enables insurance agents and brokers to model and compare various benefits plan options in real time. By providing clear, visual presentations, it simplifies the benefits planning process, allowing clients to make informed healthcare decisions efficiently. This tool eliminates the need for time-consuming spreadsheets and static presentations, streamlining operations and enhancing client support. Key Features and Functionality: - Management System Integration: Seamlessly integrates with Applied Epic®, ensuring that actions taken within Applied Benefits Designer are tracked and synchronized across front-office and back-office activities. - Plan Comparisons: Creates interactive presentations that highlight differences between plans, allowing users to move from high-level overviews to detailed comparisons with ease. - Real-Time Cost Updates: Automatically adjusts plans based on defined contributions or budgeted amounts, providing immediate cost-saving measures during client meetings. - Funding Options Modeling: Models the impact of different funding vehicles, including HSA contributions and utilization projections, illustrating the effects of each change on employers and employees. - Instant Proposal Generation: Generates professional, customized proposals in minutes, storing medical, Rx, and ancillary plans for future use without redundant data entry. - Community Rating: Simplifies the complexity of Community Rating premium structures, saving time and enhancing client understanding. - Self-Funding: Facilitates self-funding conversations by providing side-by-side comparisons and demonstrating how changing variables affect plans in real time. Primary Value and Solutions Provided: Applied Benefits Designer elevates the role of insurance agents and brokers by transforming them into trusted advisors who can guide clients through strategic benefits conversations. It enhances client satisfaction by enabling rapid modeling of innovative benefits plans in an easily understood visual format, leading to quicker decision-making and increased renewals. The software streamlines operations, reducing hours of work into minutes and minimizing the number of renewal meetings necessary for final decisions. By integrating with Applied Epic®, it ensures that all team members are aligned, improving efficiency and accuracy across the organization.

Applied Analytics

1 review

Through an easy-to-understand visual interface, Applied Analytics allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers.

Applied Marketing Automation

0 reviews

Applied Marketing Automation is a comprehensive marketing automation solution designed specifically for insurance agencies and brokerages. Seamlessly integrated with Applied Epic®, it enables users to efficiently create, manage, and track marketing email campaigns, delivering relevant and timely content to both clients and prospects. By leveraging a robust library of industry-specific content, agencies can enhance their marketing efforts, leading to more targeted prospecting, higher renewal conversions, and an elevated advisory role. Key Features and Functionality: - Content Library: Access a vast collection of over 1,000 pieces of Property & Casualty (P&C and Benefits-specific content, including articles, infographics, toolkits, and checklists. This library is regularly updated by a dedicated editorial team to ensure relevance and timeliness. - Drag-and-Drop Email Builder: Utilize an intuitive email builder that allows for easy customization of emails with design elements such as text, buttons, dynamic content, videos, and images from a royalty-free stock image library. - Contact and List Management: Leverage contact information within Applied Epic to create and manage hyper-targeted email campaigns. Manage recipient subscription preferences to ensure compliance with email marketing laws and avoid over-communication. - Campaign Management: Send one-off relevant content to individual customers or set up and schedule complex, recurring automated marketing campaigns to selected audiences. Develop recurring newsletter campaigns or utilize pre-created campaigns to deliver timely information on specific topics of interest. - Reporting and Analytics: Gain insights into the success and effectiveness of marketing campaigns through embedded reporting. Identify which messages and content resonate most with the audience and adjust campaigns accordingly for maximum effectiveness. Primary Value and Solutions Provided: Applied Marketing Automation addresses the challenge of reaching consumers inundated with information by enabling insurance agencies to deliver the right messages at the right time. By integrating directly with Applied Epic, it eliminates the need for separate marketing automation and content management systems, streamlining operations and reducing costs. The solution empowers agencies to enhance their marketing strategies without additional resources, fostering growth through targeted prospecting and improved client engagement. Furthermore, it ensures compliance with email marketing regulations, safeguarding the agency's reputation and client trust.