Featured Post
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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Industry Trends
There Is No Time Like the Present To Embrace Agile
2020 has proven to be a year unlike any other. As we look ahead to 2021, I think it is fair to say things are never going to go back to exactly how they were – and that is ok.
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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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Industry Trends
Happy CX Day 2020!
Each year on the first Tuesday in October, the global CX community celebrates the team members and companies that make great customer experiences happen – a celebration known as CX Day.
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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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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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Business Continuity
An Update On Our Business Continuity Plan
First and foremost, I hope that you, your family, friends, and communities are staying safe and healthy. For those who have been impacted by the COVID-19 outbreak – whether directly or indirectly – my prayers are with you and I wish those affected a speedy recovery.
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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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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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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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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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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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Business Continuity
In the Midst of a Global Pandemic, Don’t Lose Sight of Data Security
As the world navigates the global COVID-19 outbreak, individuals and companies alike need to be more aware than ever of the threats from opportunistic cybercriminals.
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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
Beyond the Office: Interacting with Policyholders Wherever They (and You) May Be
At times when your physical office location is closed, your agency or brokerage can provide customers uninterrupted service through an omnichannel delivery model.
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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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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
Customer Appreciation: Helping Protect What Matters Most
As businesses, our customers are core to the mission we live and work by each and every day. It is critical to keep customers happy in order to retain them and remain successful.
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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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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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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.