Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness.
Description
Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Docusign
Yes
Formstack Sign
Yes
LexisNexis Risk Solutions
Yes
Twilio
Yes
ePayPolicy
Yes
Integrations
Docusign
No
Formstack Sign
No
LexisNexis Risk Solutions
No
Twilio
No
ePayPolicy
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Applied Systems
Founded
1983
Country
United States
Website
www1.appliedsystems.com/en-us/solutions/for-agents/data-analytics/applied-analytics/
Vendor Details
Company Name
Siege Technology Solutions
Country
United States
Website
www.siegeams.com
Product Features
Product Features
Policy Management
Approval Process Control
No
Attestation
No
Audit Trails
No
Policy Creation
No
Policy Library
No
Policy Metadata Management
No
Policy Training
No
Reporting / Analytics
No
Version Control
No
Workflow Management
No