Applied Systems – Management System

Using multiple, disparate systems to manage your business is costly, time-consuming and eliminates the opportunity to have a single source of truth for customer information. Leverage a single, integrated system to provide a complete view of clients and prospects to each person in the agency to access and act upon – regardless of role, time or location. Manage your business within a single application to standardize workflows, seamlessly connect to insurer partners and discover new business opportunities from both current and prospective clients.