Applied Systems Carrier Services that builds agency relationships

By: Applied Systems  09-12-2011
Keywords: Insurance, Insurance Carriers, Insurance Automation

More insurance carriers interface with their agencies through partnerships with Applied Systems — in fact, more than all other insurance automation companies combined.

That gives us a depth of knowledge in all facets of the insurance business – knowledge that works for the benefit of carriers and agencies alike. Here's how Applied Systems enhances your company's value in the insurance marketplace:


Insert your company directly into your agencies' quoting workflows to add accuracy, control and ease of doing business to policy sales and service. By implementing real-time ACORD XML quote transactions, your company can:

  • Control the accuracy of quotes provided by your agencies.
  • Enhance your company's quotes beyond just a premium amount by attaching company-specific documents such as Proposals, Coverage Descriptions, Applications, Acknowledgements, Waivers, etc. Sell insurance based on who you are instead of simply the price of your premiums.
  • Provide real-time quoting and submission for Policy Transfers, for a single policy or an entire book of business, within the context of your agencies' workflows.


Applied Alerts!®

Alert your agencies about current and future policy- or claim-related events and activities with real-time Alerts!. These are messages that you insert directly into agency to-do lists and permanently attach to policy and claim records. As an agency receives Alerts!, the system creates activities for the customer or policy, and assigns each to the servicing CSR.

Use Alerts! for:

  • Timely notice of non-pay cancellation
  • Advanced renewal data gathering
  • Claim number or adjuster assignment
  • Audit reminders, including attached audit documents
  • Cross-sell and up-sell opportunities
  • Conveying any other information that aids in sales, retention or renewal


Transmit new information to agencies as initial and daily download, being certain you and your agencies have synchronized policy copies. We offer personal and commercial lines upload and download with more than 300 carriers, and the selection is expanding rapidly.

Keywords: Insurance, Insurance Automation, Insurance Carriers,

Other products and services from Applied Systems


Services to optimize the use of your agency management system :: Applied Systems

We employ more professionals with insurance knowledge and experience than any other system vendor--a difference that shows in the way our systems automate best practices and processes. Tap our service offerings, to ensure you're using our systems to optimum advantage and to improve your overall operations. Our service offerings give you the direct benefit of that knowledge as well.


Responsive Customer Support, Served Your Way :: Applied Systems

With a support and maintenance agreement with us, you'll not only have access to support technicians, but you'll also know that your questions and concerns are being logged and used to drive further improvements and enhancements to our systems. In fact, we're the only insurance automation vendor who provides live telephone support in real time, instead of through an automated callback system.


Applied Systems Professional Consulting Services

When it's time to install your system, you'll work from the beginning with a project lead from our Agency Implementation Services team to ensure that your system is deployed successfully. In fact, of the largest agency automation companies, we are the only one that has its own group of insurance consulting experts on staff. Our consultants aren't just technology experts, but thought leaders in agency and brokerage operations.