Featured Post
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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Commercial Lines
3 Steps to Winning in Commercial Lines
In this blog post, Applied SVP of Commercial Lines Raghav Tanna shares eBook access with the three steps you need to take to win in commercial lines.
2023, Best Practices, Commercial Lines, Digital Transformation, Industry Trends, Insurer Connectivity
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Benefits
Demonstrating Value to Benefits Clients with Applied Epic Activities and Reporting
Discover best practices for documenting your work in Applied Epic and running reports to share your full value with clients.
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Benefits
Keep Your Employee Benefits Data Clean with Epic Audit Reports
Read the blog post to learn how Applied Epic Audit Reports can improve data integrity and discover the top 4 areas for Audit Reports in Applied Epic.
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Sales & Marketing
Content Marketing: The Answer to Building Stronger Customer Relationships
Lisa Muvich, Manager of Content Strategy at Applied, reviews what content marketing is, why you should have a content marketing strategy and the benefits of using a marketing automation tool.
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Benefits
3 Post-Renewal Communication Tips to Enhance Your Value as a Benefits Broker
Learn how you can build greater trust with clients that leads to profitable long-term business relationships.
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Best Practices
Opportunities to Empower Your Team Through Change Management
Learn three core principles of change management and the best steps to mitigate your risks and champion change for a successful technology transition.
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Management System
Browser-Based Technology Is Transforming Insurtech
Learn how innovative advancements in tech like browser-based technology are changing the insurance industry for the better.
2022, Best Practices, Business Continuity, Digital Transformation, Industry Trends, Management System
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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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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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Digital Transformation
You Can Get There From Here: 7 Steps to Help You Map Out a Successful Digital Journey
Did you know that approximately 70% of all change initiatives fail because of inadequate planning? Don’t let your business be a part of that statistic.
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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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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
Are You Staying in Touch With Your Clients? Here’s Why You Should
In this blog post, Lisa Muvich, Manager of Content Strategy at Applied, shares the importance of ongoing communications with customers versus getting in touch only when you want to make a sale.
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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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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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Best Practices
Best Practices for Managing Change
In this blog, we go through some of the reasons change initiatives go off track, what change management is and three core principles that can help you successfully navigate change.
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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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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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Best Practices
How We Make Our Customers Know They Are #1
As I think about my own trajectory as a consumer, it’s amazing to reflect on how I’ve changed, or rather, how my options have expanded – how I order food, summon a ride, consume media, make a reservation, replace common household items.
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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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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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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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Best Practices
Developing Your Perpetuation Strategy
Why are so many insurance agencies selling to third party buyers? Many valid reasons exist: record high valuations, desire for resources, legislative changes, competition, etc.
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Best Practices
Benchmarking the Industry: The Best Practices Study
The insurance industry is a challenging and evolving marketplace. To keep from getting left behind, agencies must continuously look to improve their performance.
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Best Practices
How to Lead Change Management: 6 Guiding Principles
Today, it’s critical for agencies to evolve business operations and adopt technology to keep pace with consumer demands.
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Best Practices
Technology Adoption: Risk or Reward?
The independent agency channel is doing quite well in today’s economy. According to Labor Department Statistics, total employment within the U.S. insurance sector has recovered very nicely since the Great Recession, reaching over 2.6 million jobs.
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Industry Trends
Digital Agency Scorecard: How Does Your Agency Rank?
Digital technology is rapidly transforming the way independent insurance agencies run their businesses.
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Best Practices
The Power of Positivity: A Lesson In Successful Change Management
KFSA Insurance Agency has grown to be one of the largest insurance agencies in the state of Kansas, with four offices and more than 60 employees.
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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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Management System
Digital Agency Series: Build a Better Foundation With Your Agency Management System
Every day we hear from our customers that their business is becoming more complex, with nearly every agency diversifying into a range of new lines of business.
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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.