Featured Post
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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Digital Payments
Why It’s Time to Stop Collecting Checks in Your Top Desk Drawer
Get a sneak peek at our newly released eBook on digital payments and learn why now is the time to invest in a payments solution.
2023, Digital Payments, Digital Transformation, Industry Trends
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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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Best Practices
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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Digital Transformation
Your Winning Ticket to the Digital Roundtrip of Insurance
Learn how getting on board with the Digital Roundtrip of Insurance can build more resilience and value in your agency.
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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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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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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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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
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
Extending Digital Agency Value to Benefits Brokers
Benefits brokers have historically not had as much access to the automation and connectivity that’s available for P&C business. But Applied is committed to changing that.
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Digital Transformation
Applied Pay: Your New Integrated Digital Payments Solution
Applied Pay is the only natively integrated digital payments solution built specifically for insurance. Curtis Reed, SVP of Commercial Strategy at Applied Systems, tells all about it in this blog post.
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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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Digital Transformation
Partnership Lessons from Coach K, Team USA and Duke University Former Head Coach
Chief Technology Officer Rich Belanger shares insights from Coach K on how basketball and insurance have the same foundational needs for success.
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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
Driving Innovation Through the Digital Ecosystem of Insurance
Learn more about 4 forces shaping the future of insurance and how your agency can tap into the digital ecosystem to make doing business simpler, more intelligent, more productive and more valuable.
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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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Digital Transformation
New Year’s Resolution: Digitize the Application and Renewal Process
In this guest blog post, Adam Bratt, co-founder and CTO of Indio, tells you all about the industry-leading application and submissions management platform, and the benefits of using it.
2021, Digital Transformation, Industry Trends, Insurer Connectivity
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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
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
Indio: A Win-Win for Agents and Insureds
Adam Bratt, Co-founder and CTO at Indio, sat down with TIG Advisors to discuss their decision to implement Indio and the benefits of using the platform.
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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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Industry Trends
Innovating for the Future
Learn how we are delivering open innovation that provides you choice and flexibility to innovate, intelligence, and simplicity and ease of doing business.
2021, Digital Transformation, Industry Trends, Insurer Connectivity
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Industry Trends
The Digital Future of Insurance Is Now
Read this blog post to discover how technology enables your agency to become a more productive, intelligent, simple and valuable business.
2021, Digital Transformation, Industry Trends, Insurer Connectivity
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Insurer Connectivity
The Solution to Streamline Your Commercial Submission Process from Insured to Carrier
Read this blog post to discover a solution built to overcome email attachment limitations to help you save time and get to market faster.
2021, Digital Transformation, Industry Trends, Insurer Connectivity
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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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Management System
The #1 Agency Management System Combines with the #1 CRM
Reid Holzworth discusses how Applied has answered new tech demands from agents with one of our latest innovations, Applied Epic for Salesforce.
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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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Events
Big News: Applied Net 2020 Is Going Virtual
As you have likely heard by now, we have decided to take Applied Net online. And while we would like to say it was a hard decision to miss the opportunity to see you all in person, the decision was ultimately an easy one.
2020, Digital Transformation, Events, Industry Trends, Management System
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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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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
What Chatbots Mean in Claims Management
If you attended Applied Net in 2018, you may remember that we introduced and demonstrated an early prototype of a new chatbot capability to be made available in Applied MobileInsured this year.
2020, Business Continuity, Digital Transformation, Industry Trends
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Digital Transformation
Winning the Digital Revolution of Insurance
We are in the midst of the digital revolution of insurance, which is a tremendous opportunity to take advantage of technology to improve how we market, sell, distribute and service insurance so that we put the customer first.
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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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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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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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Marketing & Distribution
Insurtechs Working Together: A Different Way to Cover Small Businesses
Any agent who has worked with small business owners knows that the process is a complicated one. There is typically a lot of work involved, including working through complicated insurer appetites, policies that don’t properly cover customers, and what feels like endless forms to fill out in order to submit and underwrite a risk.
2019, Digital Transformation, Insurer Connectivity, Management System, Marketing & Distribution
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Digital Transformation
The Google and CapitalG Investment in Applied Systems: Good News for Independent Agents & Brokers
At last month’s Applied Net, 4,000 insurance agents, brokers and insurers gathered to hear about the latest trends and technology developments driving opportunity for their business.
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Digital Transformation
Technology & Insurance: Yes, They Can - and Should - Coexist
I am an insurance advisor in a small town agency in Ohio with five office locations, all located in rural areas.
2017, Digital Transformation, Industry Trends, Management System, Mobile