About Applied Systems
Applied Systems is the global market leader in cloud-based software for independent insurance agencies, brokerages, and MGAs.
Applied Systems is a major provider of cloud-based software for the insurance industry, focusing on independent agencies. Their product suite covers the entire insurance lifecycle, from sales and marketing to policy servicing and financial management. Core offerings include agency management systems like Applied Epic, which provide a centralized view of the business. The platform integrates AI to automate workflows, enhance data analytics, and improve decision-making. Key capabilities include tools for marketing automation, customer self-service portals (Applied CSR24), mobile access for agents (Applied Mobile), and integrated payment solutions (Applied Pay). While specific product pricing is not publicly available and requires sales contact, the company offers a broad ecosystem of solutions for P&C, benefits, and personal lines. Support is available through a customer portal, and the company maintains an extensive partner network.
Pros & Cons
- Ivans integration automates daily policy and claims updates without manual entry.
- AI reconciliation (Applied Recon) saves hours of manual statement matching.
- Unifies CRM, rating, marketing, accounting, and payments under one vendor.
- Transitioning complex historical agency databases requires careful data mapping.
- Custom SaaS pricing can be expensive for brand-new independent agents.
- Powerful feature sets require dedicated staff onboarding time.
Features
Key features
Offers a single view of business operations for managing the customer journey and policy lifecycle.
Tools to increase renewals and new business opportunities.
Provides business intelligence and analytics to turn data into actionable insights.
Facilitates increased collaboration and connectivity with insurance markets.
Enables clients to access policy information and services online or via mobile apps.
Additional features
Includes solutions for digital payments and commission reconciliation.
Provides mobile apps for both employees and customers to access information on the go.
Tools for personal and commercial lines quoting to find the best coverage options.
Streamlines the insurance application process for commercial lines.
Specialized tools for elevating benefits operations, including plan design and management.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Applied Systems
Applied Systems is the global market leader in cloud-based software for independent insurance agencies, brokerages, and MGAs.
Applied Systems Details
Applied Systems's In-App Market Place
Does Applied Systems have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD, GBP, CAD
Pros & Cons
- Ivans integration automates daily policy and claims updates without manual entry.
- AI reconciliation (Applied Recon) saves hours of manual statement matching.
- Unifies CRM, rating, marketing, accounting, and payments under one vendor.
- Transitioning complex historical agency databases requires careful data mapping.
- Custom SaaS pricing can be expensive for brand-new independent agents.
- Powerful feature sets require dedicated staff onboarding time.
Applied Systems's Support Options
Community Forums
https://community.appliedsystems.com/s/my-casesApplied Systems's Alternatives
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