Watson Insurance Agency Builds Digital Agency Foundation with Applied Epic
Applied Systems today announced that
As one of the largest agencies in the Southeast,
Applied Epic, the fastest-growing cloud-based agency and brokerage management system in the world, delivers the most technologically advanced software application to independent insurance agencies and brokerages to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance agencies and brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency and brokerage to better manage customer relationships, sales opportunities, carrier appetite search, financial accounting, and policy and benefits administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. The application offers a comprehensive view of client information and internal operations through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic's unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.
Hoffman added, "Immediate service through multiple channels is what customers and young staff expect today, especially Millennials, and Applied CSR24 enhances our competitive position by offering 24/7 client self-service, while Applied Mobile enables our staff to access the information they need to better service their clients anywhere, anytime."
Applied CSR24, the leading online client self- service software, enables agencies and brokerages to meet today's insurance consumer demand for anywhere, anytime access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, and insurance documents through an online custom-branded client portal available or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with agency and brokerage management systems, reducing manual administrative tasks and allowing agents and brokers to devote more time to serving customers and securing new business. Applied CSR24 streamlines premium certificate processing, management and distribution, enabling staff to reduce time spent through batch processing and client specific certificate template management functionality. By providing greater flexibility and mobile servicing options, agencies and brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.
Applied Mobile enables insurance agency and brokerage staff to access and manage client, prospect, and overall business information anywhere, anytime via a mobile smartphone or tablet device. The touch-screen optimized interface enables users to stay connected on-the-go with a direct link to information in their agency or brokerage management system. The native mobile app allows users to view accounts, contact details and insurance policy information, add prospects, create and manage activities, and offers risk assessment tools that enable producers to accurately sell more lines of business. On-demand access to client and prospect information enables users to conduct more business outside the agency or brokerage and deliver better service to clients with a single, up-to-date view of client and business information.
"Evolving market dynamics and customer expectations are requiring agencies and brokerages to transform their business and customer service models," said
About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world's largest provider of agency and brokerage management systems, serving customers throughout
Read the full story at http://www.prweb.com/releases/2016/01/prweb13164163.htm



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