Featured Author
Applied Communications
For more than 35 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Insurance agencies and brokerages have faced new challenges and demands on their businesses over time, and we have been there to guide them. Since 1983, Applied has been at the forefront of insurance technology, leading the way through innovation. As the insurance industry becomes increasingly global, we are delivering new technology and expanded multinational capabilities for this changing marketplace.
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Industry Trends
Applied Epic Named a Leader in G2 Grid Report
Learn why G2 named Applied Epic as a leader in their latest Grid Report and see what real users are saying about the platform.
2023, Digital Transformation, Industry Trends, Management System
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Digital Transformation
4 Ways for Independent Agents to Compete with Direct Insurers
Learn four strategies to digitize your agency and how your fellow peer digitized their application and renewal process.
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Digital Transformation
Looking Back, Looking Ahead: Accomplishments, Reflections & Gratitude
In this blog post, we recap some of our most notable wins this year – from product enhancements to new innovations and partnerships.
2022, Analytics, Benefits, Digital Transformation, Insurer Connectivity, Management System, Marketing & Distribution, Mobile, Sales & Marketing
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Sales & Marketing
5 Ways to Avoid Spam Filters when Email Marketing
It’s harder than ever to get people to open and read your emails, even those they’ve subscribed to. But first off, your email has to land in their inbox to get open and read.
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Sales & Marketing
10 Email Best Practices for Sending Better Emails
From the right tactic to increase open rates to the best ways to let readers unsubscribe, the world of email marketing has rules worth learning – and we’re here to share a few.
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Industry Trends
Shaping the Future of Insurance Technology
Find out why our NEW newsletter will provide you with reliable, relevant information that fits your busy schedule.
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Industry Trends
The Latest in Insurance Technology Adoption
The Applied Digital Agency Annual Report has been released. Find details about the latest insurance industry trends in digital technology adoption.
2022, Analytics, Cloud, Digital Transformation, Industry Trends, Insurer Connectivity, Marketing & Distribution, Mobile, Sales & Marketing
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Events
10 Days to Applied Net: 10 Things to Look Forward To
There are only 10 days until Applied Net 2022, and we’re so excited we’ve rounded up our 10 favorite things about Applied Net 2022!
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Events
Networking at Applied Net Is Easier than Ever Thanks to Peer-to-Peer Connect
Attendees come to Applied Net each year to meet great people and learn about new things. But how do you spark those meaningful conversations? It all starts with a braindate.
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Industry Trends
The Buzz About Tarmika and Applied
Learn more about the history of Tarmika, founder Raghav Tanna’s perspective on the partnership, and what’s on the horizon for Commercial Lines quoting.
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Events
Release Week: A Week of Innovation
Release Week is a quarterly online event where you’ll learn about the latest innovations across our product lines.
2022, Analytics, Benefits, Best Practices, Cloud, Digital Transformation, Events, Industry Trends, Insurer Connectivity, Marketing & Distribution, Sales & Marketing
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Best Practices
How to Safelist Applied Communications in Your Email Clients
To ensure Applied is delivering the best experience to you, we need your help ensuring email communications from Applied reach you quickly.
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Analytics
Golf & Insurance: Guide to Scoring a Data Analytics Birdie
Discover 5 steps to successfully use data analytics to better understand your game, improve your swing and get one step closer to a business performance “hole-in-one.”
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Digital Transformation
Technology for Your New Insurance Agency
Nowadays, there are a lot of capabilities available when it comes to software. But there’s no need to feel overwhelmed. By putting some technology basics in place, you'll have the building blocks you need to deliver the best service to prospects and clients and grow the business.
2022, Analytics, Cloud, Digital Transformation, Insurer Connectivity, Management System, Mobile
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Digital Transformation
Introducing the New Applied Product Release Hub
Learn more about the new Applied Product Release Hub and how it’s a one-stop shop for you to check out the latest capabilities of the Applied products you use every day.
2022, Analytics, Benefits, Digital Transformation, Insurer Connectivity, Management System, Marketing & Distribution, Mobile, Sales & Marketing
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Digital Transformation
New DIY Tool for You to Build Your Ideal Tech Stack
In this blog post, we explain how the interactive tool guides you through a series of questions and then presents you with a tech stack that matches your specific needs.
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Industry Trends
Applied Named As a Leader Among Platform Providers
In this blog post, we share that our #1 priority is delivering innovation that makes your business more productive, intelligent, simple and valuable.
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Events
Applied Net 2022 Is Back In Person!
The world’s largest gathering of insurance pros is back! That’s right, Applied Net 2022 is in person.
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Mobile
You Invested in Self-Service Tech – Now What? One Agent Shares Secrets to Success
We thought it’d be valuable to hear from an agency who not only has a self-service portal and mobile app but has seen huge success in customer adoption, so we sat down with Core Assurance agency.
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Digital Transformation
New Year, New Agency Tools
Technology can help so check out these suggestions in this blog post. Discover 5 tools that will help you (actually) keep your New Year’s resolutions.
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Insurer Connectivity
New Tech Changes the Game for Small Commercial Quoting
Learn three benefits of using Epic Quotes for Commercial Lines and the feedback we’ve received so far.
2021, Digital Transformation, Insurer Connectivity, Management System
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Management System
Making the Best Better: Applied Epic for Salesforce Fall 2021 Updates
We’re excited to share that the Applied Epic for Salesforce Fall 2021 release is now available! Curious about what’s new and improved?
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Industry Trends
Participate in the 2022 State of Insurance Renewals Survey
Indio created the State of Insurance Renewals Survey to better understand pain points and the overall application and renewal process. Take the 2022 State of Insurance Renewals Survey now.
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Sales & Marketing
Applied CSR24 and Applied Marketing Automation Have Joined Forces
Learn more about the NEW integration between Applied Marketing Automation and Applied CSR24 and how it is sure to increase use of your self-service portal.
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Management System
Applied Epic Has Moved to the Browser
Applied is rallying to deliver open innovation in all that we do – and we’re not just talking. Read the blog post for three reasons why you should make the move to Epic Browser.
2021, Digital Transformation, Industry Trends, Management System
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Digital Transformation
What’s Trending in Insurance Technology Adoption
Discover key findings about digital technology adoption across the insurance industry and identify where your business can improve its digital strategy.
Digital Transformation, Industry Trends, Insurer Connectivity, Management System
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Events
Path to Applied Net: Your Guide to Having the Best Conference Experience
For those of you who haven’t heard, Applied Net 2021 is going virtual August 23-26. While we are certainly bummed that we won’t be able to see you in person this year, we want to make sure the first time we come back together is an Epic (see what we did there) reunion.
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Industry Trends
5 Books That Should Be on Your Summer Reading List
When summer rolls around, we’re all looking for an excuse to get outside and enjoy the warmer weather. What better way to relax and unwind than escaping into a good book.
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Events
Registration Now Open: Applied Net 2021 Is Coming to a Screen Near You
The world has changed, and so has Applied Net. We’re bringing the world’s largest insurance technology conference directly to you August 23-26!
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Management System
A Better Benefits Experience for You and Your Clients
Read this blog post to explore the latest features that enable you to further streamline the custom proposal creation process and access current benefit plans more quickly.
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Inside Applied
Applied Celebrates Women’s History Month
March is Women’s History Month. To celebrate, we wanted to acknowledge the many contributions made by women.
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Industry Trends
Participate In Our Annual Digital Technology Survey
Read this blog post to learn the purpose of the survey, its importance to our industry and how you will benefit by participating.
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Industry Trends
Applied Epic Named a Leader in G2 Grid Report
Read this blog post to learn more about the badges we received and why this recognition means so much to us.
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Industry Trends
Have Yourself a Happy, Healthy Holiday
Take a look at our latest blog post for a cheerful message from all of us at Team Applied.
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Management System
Peer Insights: Applied Epic for Salesforce
In this blog post, we include a few sound bites from our interview with two of Core Assurance agency’s employees. Read now to learn about the implementation process, the benefits of using the product, and more.
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Best Practices
3 Steps to Remove Inefficiencies in Your Submissions Process
In this blog post, we explore technology that can streamline your submissions process.
2020, Best Practices, Digital Transformation, Industry Trends, Insurer Connectivity
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Events
Our First-Ever Virtual Applied Net Made History
Though our new reality prevented us from coming together in-person, we found the next best way to bring the Applied community together – Applied Net 2020 Virtual Conference. Relive the excitement of Applied Net 2020 through this recap.
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Marketing & Distribution
Get a Sneak Peek of Our Newest Product Coming Soon
Get ready to experience the power of marketing automation, including a world-class content library, automated all-in-one campaign management and marketing analytics. Best of all, access it directly from Applied Epic.
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Industry Trends
Rising to the Challenge of the New Normal – Part 3
Kelley Herrin, owner of Jack Bradley Agency, joins us for the final part this three-part series featuring advice from our Agency Roundtable webinar.
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Digital Transformation
Industry Progress on Technology Adoption
View the new interactive report for insights on the percentage of agencies considered digital in 2020, as well as developing trends and benchmarks to compare your business by.
2020, Digital Transformation, Industry Trends, Insurer Connectivity, Management System
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Industry Trends
Rising to the Challenge of the New Normal – Part 2
Kerrie Koestner VP of employee development at FBinsure joins us for part two of this three-part series featuring advice from our Agency Roundtable webinar.
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Industry Trends
Rising to the Challenge of the New Normal – Part 1
In this three-part series, we’ll feature advice from one of the panelists from our webinar, Agency Roundtable: Our Digital Path Forward. First up, Dina Buxton, director of communications and development at Crane Agency located in St. Louis, Missouri.
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Industry Trends
Coming Together in a Time of Crisis
We are all going through a trying time right now but through all the anxiety, confusion, isolation and Tiger King, the human spirit remains. People around the world, our industry, and here at Team Applied are doing amazing things to support educators, first responders, healthcare workers, and local businesses they used to frequent. We want to share some of them with you because who doesn’t love 'Some Good News'.
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Inside Applied
How to Celebrate Earth Day While Sheltering in Place
Although the COVID-19 pandemic has caused concerts, sporting events and other exciting spring plans to be put on hold, one thing that’s not cancelled is Earth Day.
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Digital Transformation
How to Reduce Cost with Your Commercial Lines Renewals Process
Inefficient tasks are costing your brokerage valuable time, and as the saying goes, time is money. One area that is notorious for inefficient, manual, time-consuming tasks is the application and renewal process.
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Business Continuity
Be There When Your Customers Need You Most
Given that the U.S. experienced a historic year of weather and climate disasters in 2017, as an insurance agent it’s important to consider how you will effectively support customers and manage operations during an unforeseen event.
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Business Continuity
Staying Connected While Physically Apart: Help Customers Find You Online
Agencies and brokerages using self-service portals have an immense opportunity to provide the anytime, anywhere service to policyholders.
2020, Business Continuity, Management System, Marketing & Distribution, Mobile
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Business Continuity
Getting the Most from Applied Epic: 5 Features You Should Use Now
Sometimes a sudden change can throw a wrench in how we get things done. If you find that not being in your office is affecting your usual productivity, consider using these features in Applied Epic to get more done.
2020, Business Continuity, Industry Trends, Management System
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Business Continuity
Coronavirus Outbreak: Business Continuity for Applied Customers
Your business continuity is our #1 concern. As your trusted technology partner, we are here to help your business continue to operate without interruption.
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Management System
Insider Tips: Switching Agency Management Systems – Pt. 2
In case you haven’t read part 1, we asked Abby Larson, Sr. Manager of Implementation Services at Applied Systems, the most frequently asked questions around migrating to a new system in this two part series to give you an idea of what to expect during the implementation process.
2020, Best Practices, Digital Transformation, Management System
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Management System
Insider Tips: Switching Agency Management Systems – Pt. 1
To give you an idea of what to expect during the implementation process, we asked Abby Larson, Sr. Manager of Implementation Services at Applied Systems, the most frequently asked questions around migrating to a new system in this two part series.
2020, Best Practices, Digital Transformation, Management System
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Marketing & Distribution
New Year, New Innovation – Q&A with Indio Technologies Founders
One announcement that’s generating buzz throughout the industry is our recent acquisition of Indio Technologies, the leading solution for the insurance application and renewal process. This is an exciting announcement, not only for our company but for the entire industry.
2019, Digital Transformation, Industry Trends, Insurer Connectivity, Marketing & Distribution
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Inside Applied
The Giving Season
The holidays are in full swing. The halls have been decked, and people around the world are joining together to celebrate the joys of the season. This time each year also presents an opportunity to give back to our communities and to those in need.
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Management System
An Inside Look: Applied CSR24 Favorite Features
Making your business more mobile is no longer an option – your customers expect 24/7 access to their information. Applied CSR24®, a cloud-based client self-service software, enables your business to meet today’s insurance consumer demand for anytime, anywhere service by providing 24/7 access to policy information, claims filing and processing, premium payments, and insurance documents through an online client portal and mobile application via Applied MobileInsured™.
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Analytics
Data Analytics: Insurance in a League of Its Own
It’s that time of year again. The leaves are changing and baseball season is at its peak. For many casual fans, in the stands or on the other side of a television, the game appears unchanged across history.
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Digital Transformation
4 Ways Technology Can Improve the Benefits Renewal Process
The annual benefits renewal is a cumbersome, frustrating process for employers. The traditional process of presenting plans with spreadsheets turns the essential employee benefits decision into a complex maze of numbers to navigate.
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Best Practices
6 Business and Leadership Books to Add to Your Summer Reading List
Summer is a time when many of us devote extra time for reading, diving into fascinating stories or learning important life lessons.
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Digital Transformation
Visualize the Benefits of Being a Digital Agency
As noted in the news daily and discussed at every industry event, the insurance industry has entered into a new digital age.
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Best Practices
3 Ways to Approach Your Next Benefits Renewal Conversation
We all know the traditional way of presenting plan options for renewal. The broker goes in and shows the client several plan options with different benefits, including the total cost of each plan.
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Inside Applied
Applied Systems’ New CEO – Q&A with Taylor Rhodes
Taylor Rhodes has taken the helm as Applied’s new CEO. We recently sat down with him to discuss this new chapter in his life and learn more about his perspective on the insurance industry, digital transformation and more.
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Industry Trends
Celebrate Earth Day, Go Paperless
With Earth Day here, now is the perfect time to think about changes you can make around your business to reduce your environmental impact.
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Industry Trends
Applied Systems Recognized in G2 Crowd’s Best Software Awards 2019
Peer-to-peer business solutions review platform G2 Crowd recently announced the 2019 winners of its annual Best Software Awards.
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Industry Trends
Celebrating Women in Insurance: How Two Female Professionals Are Shaping the Future of Insurance
Women’s History Month is a time to look back and honor the many achievements of women through history and the vast strides made by women today.
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Best Practices
Why You Should Participate in the Best Practices Agency Study
Since 1993, Reagan Consulting and the IIABA, “Big I,” have conducted the Best Practices Agency study to identify the top performing agencies in the United States.
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Inside Applied
A Journey Through Applied’s 35-Year History
For 35 years, Applied’s commitment to innovation has enabled thousands of agencies, brokerages, and insurers from around the globe to safeguard and protect what matters most in people’s lives.
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Industry Trends
What Younger Generations Look For in Insurance
Over the past few decades, rapid and increased technological innovation has significantly changed the behavior and expectations of those generations coming after the Baby Boomers, most notably millennials and Generation Z.
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Industry Trends
Top 10 Insights on Digital Technology Adoption
Changing insurance marketplace dynamics require you to do more for your business in less time. It’s no longer enough to go un-automated with paper files and manual records.
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Management System
How to Win Insurance Business in the Age of the Customer
Technology innovations have empowered customers in new and disruptive ways. Customers have shifted from being passive sideliners to more active players who control how they engage with insurance companies.
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Cloud
Cloud Technology: Not All Clouds Are Created Equal
Cloud technology has become one of the most impactful trends for businesses in all industries.
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Management System
Accurate Quoting: The Key to Unlocking High Net-Worth Business
As a rule, high net-worth clients have not been a common target market for independent insurance agents. However, the number of U.S. households with a net worth of $1 million or more has hit a new record of 10.4 million households.
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Industry Trends
Digital Technology Adoption: How Does Your Agency Score?
The results of a recent survey conducted by Applied Systems found that the national average for digital technology adoption among independent agencies is only 42%.
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Best Practices
Becoming a Best Practices Agency - Q&A with Recipients
Since 1993, Reagan Consulting and the IIABA, “Big I,” have conducted the Best Practices Agency study to identify the top performing agencies in the United States.
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