Applied Systems releases Applied Rating Services 2017
Aims to drive increased automation and connectivity between brokerages, insurers and consumers.
Additionally, the latest release enables brokerages to improve lead management and elevate customer service through eSignature capabilities.
Applied Rating Services provides accurate rates for insurers across the country. Applied Rating Services enables brokers to provide quick, accurate comparative quotes for automobile and property insurance. Building on more than thirty years of experience, Applied Rating Services continues to provide the most comprehensive portfolio of rating services, enabling brokerages to drive business growth and provide a better client experience.
Key capabilities in Applied Rating Services 2017 include:
- Attachment management: Direct integration with Applied Epic and Applied TAM automates the policy document attachment order during the integration attachment workflow, enabling brokers to present attachments to clients in the brokerage’s preferred order.
- Lead management: Prospect tracking and distribution to brokerage staff through seamless download of internet-based leads into the brokerage management system to ensure timely lead follow-up.
- Integrated eSignature: In partnership with Citrix RightSignature, brokerages can process contracts, applications and internal documents with legally-binding e-signatures to ensure security and compliance.
- Enhanced user interface: Improves usability and provides access to comprehensive help documentation within the application for customer self-service support.
“Increasing pace of business is requiring brokerages to leverage software that enables fast customer service and differentiated product selection,” said StÃ©phane Lacasse, vice president of Product Management, Applied Systems. “Applied Rating Services 2017 furthers Applied’s commitment to connect all stakeholders across the insurance lifecycle, while empowering independent brokers to provide greater product and coverage choice, to enhance their role as trusted advisors.”