Management System | Read Time: 3 Minutes

A Better Benefits Experience for You and Your Clients

March 25, 2021

By: Applied Communications

The benefits conversation between an employer and their broker can be complex. It’s often long and riddled with confusing spreadsheets. Plus, in a time when face-to-face meetings are no longer an option, brokers have the added challenge of managing renewals meetings remotely. Imagine if you could perform remote plan modeling and make real-time cost-saving updates on the fly.

Applied Benefits Designer™ enables brokers to easily compare benefit plan options and guide clients of all sizes to the right decisions with real-time contribution and funding modeling – all in one meeting.

Directly integrated into Applied Epic®, Applied Benefits Designer eliminates the time and expense of managing multiple systems and duplicating data entry while providing a single view of your book of business. Quickly run quotes, generate proposals and present innovative benefit plans in a concise, visual format that’s easily understood by clients. Swiftly finalize medical, Rx and ancillary plan selections – showing your value as a broker by helping clients more quickly make an informed decision.

Take a Look at What’s New

The Winter 2021 release of Applied Benefits Designer enables you to further streamline the custom proposal creation process and access current benefit plans more quickly.

  • Proposal Builder: This highly anticipated feature allows brokers to easily create custom proposals by combining multiple reports within Applied Benefits Designer with external PDF documents such as insurer quotes or marketing summaries.
  • Archive a Benefit Plan: This capability allows brokers to archive benefit plans that are no longer being marketed in the agency database so they will no longer appear in searches for active benefits plans.

Watch A Simpler Way to Manage Your Benefits Book of Business Remotely webinar to learn more about these new features and how other agencies are using this solution to manage their renewal meetings in this new normal of remote working.


Applied Communications

For more than 35 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Insurance agencies and brokerages have faced new challenges and demands on their businesses over time, and we have been there to guide them. Since 1983, Applied has been at the forefront of insurance technology, leading the way through innovation. As the insurance industry becomes increasingly global, we are delivering new technology and expanded multinational capabilities for this changing marketplace.