Featured Post
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. However, Dr. Matthew Fleming Stephenson first said it to persuade miners to stay in Dahlonega, GA instead of heading to California for the Gold Rush in 1849.
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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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Management System
Top 5 Features Used in Applied Epic
One of Applied Systems’ core values is to always exceed our customers’ expectations. To help us better address their business needs, we ask customers to share their experiences and feedback with us in our annual Customer Satisfaction Survey.
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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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Industry Trends
2017 Digital Technology Adoption Trends
From new industries to new economies, technology is changing the way we live and work. All of us are experiencing a more connected life in a more connected world.
2017, Digital Transformation, Industry Trends, Management System
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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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Marketing & Distribution
Marketing Your Customer Portal: "If You Build It, They Will Come"
It’s no secret that today’s consumer is becoming increasingly digital. In the age of Amazon Prime and Uber, everyday shopping and the need to hail a taxi are things of the past.
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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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