Applied Systems, Inc.

Applied is recognized as the insurance industry’s trusted technology partner with a commitment to software innovation and customer success. By powering the global business of insurance, Applied enables agencies, brokers, carriers and their consumers to safeguard and protect what matters most.

Leading insurance agencies of all sizes choose Applied software to run their business:

  • 96% of IIABA Best Practices Agencies use Applied technology
  • 82% of Insurance Journal "Top 100 Independent Property/Casualty Agencies" use Applied technology
  • Nine out of 10 of the Business Insurance Top 10 largest U.S. brokers use an Applied management system, and all 10 use Applied technology in their offices

Applied Solutions

Managing Your Agency or Brokerage

Applied solutions allow insurance agencies to expand business, deliver better service to customers and increase mutual value in carrier relationships. By automating business processes and providing insurance professionals robust and intuitive agency management software, agencies can achieve more with greater productivity and cost savings.

Applied Epic is the fastest growing agency management system in the world. Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency and brokerage to better manage customer relationships, carrier market appetite, sales opportunities, financial accounting, and policy and benefits administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. Applied EpicOnline, the hosted version of Applied Epic, offers agencies the flexibility, security and cost savings of a cloud hosted solution.

Applied TAM is the most widely used agency management system in the world. Available as a cloud-hosted or on-premises solution, Applied TAM provides any agency or brokerage the ability to automate daily operational processes, management of client policy information and connectivity with carriers and insurers.

Applied PerformanceManagement is the first purpose-built business intelligence solution for independent insurance agencies and brokerages that allows executives to obtain greater business insights from their existing management system data.

Applied Mobile is the first independent agent and broker mobile app that provides quick, wireless access to client and prospect account details stored in an agency or brokerage’s management system and the ability to establish new commercial or personal accounts while away from the office.

Applied Rater is an insurance quoting solution for independent agencies that provides the industry’s most accurate rates for more than 500 insurance carriers nationwide – the broadest coverage of any rating provider in the United States today.

Servicing the Insured

Technology is driving change in the business of insurance. Customers expect access to information and service online as they are accustomed to receiving with other products and services. When your agency provides customer self-service options online, your business increases customer satisfaction, strengthens customer relationships and can become more profitable.

Applied CSR24 is the leading online client self- service software, and enables agencies and brokerages to meet today’s insurance consumer demand for anywhere, anytime access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, and insurance documents through a custom-branded client portal or mobile app accessible via a computer, tablet or smartphone.

Connecting to Carriers 

To be a trusted advisor to clients, independent agents must offer higher value service to policyholders. IVANS, a business of Applied, provides connectivity and efficient data exchange that enables independent agencies to drive revenue, increase client retention and build stronger carrier relationships by having immediate access to current policy information and real-time quoting to more effectively service today’s policyholders. 

IVANS Exchange is an online tool for agencies to quickly view and manage carrier and MGA download connections on demand. With intuitive graphical agency dashboards, IVANS Exchange offers a comprehensive view of current and potential download activity with carriers and MGAs, including an on-demand IVANS Connections Report, download usage reports and industry news regarding agency interface.

Benefit from the best industry knowledge and expertise and reach your full business potential. Applied employs more professionals with insurance knowledge and experience than any other system vendor, helping you configure, implement and optimize your agency technology through Applied Professional Services experts.

For more information about how to make your business more successful with these Applied solutions and others, visit the Applied Systems website.