How Brokerages Benefit from Partnering with Applied Systems

At Applied Systems, we’re driving the future of insurance technology with bold innovation and purpose. Our mission is clear: to advance our AI-powered Digital Roundtrip of Insurance, build smarter, more automated solutions, and empower brokerages to achieve unparalleled productivity and growth.

But we will never forget our why. And it's simple: You! Helping our customers thrive is at the core of what we do. We work to help you succeed in your business, and we're committed to being your partner for the future. While we talk a lot about what's to come, we understand you also want to know what's happening now. How are our team and technology helping customers, and what's the Applied difference like?

Let's start by unpacking the ways customers are benefiting from our solutions and learn from brokerages firsthand what it's like to be supported by Applied Systems.

How Do Brokerages Benefit from Applied Systems' Solutions

We create products and enhancements that move your brokerage forward. Whether that's to make the commercial lines quoting process faster, create stronger marketing campaigns for clients, or streamline payment processing, our customers feel supported from start to finish.

Here are some ways that our customers benefit from partnering with Applied:

Clearer, Easier, and More Organized Communication

Brokers don't build better client relationships or find new business when their communications are slow and unclear. Instead, they benefit from using solutions that sync with other platforms (like Outlook) to streamline email documentation. Brokers harness the power of AI to summarize emails and move them to their agency management system. Our new additional dashboards give brokers a view into more insights, like client contracts and services, so they can easily access information while communicating with clients. These capabilities may seem small, but they pack a real game-changing punch.

Content Creation Is Streamlined, Not Complicated

Email campaigns are key for engaging clients, but they can also be time-consuming. Brokers should be able to dedicate their time to more growth-oriented work that furthers their business, not agonizing over email creation. Our customers use solutions that easily create and deliver informative and targeted marketing campaigns. With Applied’s intuitive tools, customers can easily design marketing content and tailor layouts to align with their brand elements. This technology gives Applied customers peace of mind that their content is consistent and targeted to their audience.

Digital Payments Are a Breeze

Brokers don't like hearing that their customers struggle to make digital payments. Why should that process be a source of irritation when it could be seamless? Our customers offer their clients auto pay to enable insured policyholders to sign up for automatic payments at the account, policy, or invoice level. It simplifies their way of interacting with payment collection and helps brokers eliminate unnecessary administrative tasks. Plus, with a unique URL branded to their brokerages, their clients are able to pay their premiums with ease.

Time Is Spent with Growth in Mind

Who wants their days to be consumed by manual data entry? Brokers who partner with Applied save time throughout many aspects of their daily work and reallocate that time to what matters most: Growth opportunities. They do this by seamlessly transferring risk data from account or policy screens to the quoting screen with prefill submissions, or automatically adapting questions to the specific risk quoted to eliminate irrelevant fields and streamlining submissions. Roughly 75% of all personal lines quotes are accurately provided through the direct integration with insurer rating engines, allowing information to easily move through customers' workflows and be readily available when needed. Instead of spending time on manual, time-consuming tasks, brokers have more time to strengthen client relationships or create strategic plans.

The Applied Reality: Brokers in Action

When McDougall Insurance & Financial began working with Applied Systems, they were introduced to an intuitive platform that brought all activities and attachments together in one place. Their team now benefits from reporting tools that deliver real-time data and support smarter decision-making.

"The way you can succeed with a tool has less to do with the actual tool itself and more to do with the people around the tool. I've been thoroughly impressed with Applied and all the people I've worked with in the Applied ecosystem."
-Lorne McDougall, Vice President of Corporate Development Operations at McDougall Insurance & Financial 

We Have Your Back

Partnering with a provider that cares deeply about your success is crucial. When you win, we win.

Josslin Insurance Brokers needed a scalable solution to keep up with rapid growth and simplify their daily operations. Before, the team was held back by disconnected systems that didn't integrate well, and they felt inundated with manual work. They were on the hunt for a single system that worked seamlessly with their workflows and allowed their team to feel more connected. We're glad they found that with Applied's solutions, as it has helped Josslin Insurance Brokers focus on their most important goals: Supporting their clients and growing their business efficiently.

“The biggest deal that drove our decision to go to Applied was scale. We need to grow, and not by a little bit, but by a lot. To do that, we needed a system that was robust, could come with us on that journey, and provide some guidance for us as we grew,"
-Scott Wagler, Partner & Director of Operations at Josslin Insurance Brokers

And while harnessing leading insurance technology is one important aspect of the partnership, it's the people who really make a difference for brokerages. We recognize opportunities for brokerages to grow even more with Applied's solutions. With our support, BrokerTeam Insurance Solutions decided to replace its legacy Applied TAM® with Applied Epic®. A move that has helped them gain the scalability, automation, and data insights they need for future growth. While their team was initially concerned about the change, the Applied team was there every step of the way to ensure the transition was smooth, and they were set up for long-term success.

Your Trusted Partner Now and for the Future

A brokerage's success is success for Applied. We strive to help you become leaders in the insurance industry, feel supported as the industry grows and changes, and achieve your goals. Get in touch to learn more about the Applied difference and how we deliver innovative solutions to empower brokerages.