Featured Post
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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Management System
A Story of One Agency’s Move to the Epic Browser Interface
Learn about Brunswick Companies’ experience moving to the browser interface of Applied Epic.
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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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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
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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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 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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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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Management System
Front-Office Automation for Your Benefits Business
The summer 2021 release of Applied Epic for Salesforce connects one of the industry’s best benefits management and plan modeling solutions with the #1 CRM in the world.
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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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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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Management System
See What’s New in Applied TAM 2020
Read the blog post to learn about key enhancements in the latest release of Applied TAM 2020 including increased integration of Microsoft® Outlook, further enabling you to automate insured communications.
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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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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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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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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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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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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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Management System
There's Gold in Them Thar Management Systems
The phrase “there’s gold in them thar hills” is probably best known as being uttered in various Bugs Bunny cartoons.
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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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Management System
Reach New Heights with Applied Epic
Today, agents are currently facing a number of changes in the industry – increasing consolidation, the evolving workforce and new consumer experience expectations.
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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
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Industry Trends
The Connected Agency: Transform Your Agency Through Technology
According to Ernst & Young’s 2016 U.S. Property & Casualty Insurance Outlook report, technology is the most impactful external force to the insurance industry.
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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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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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