Applied Basic Solutions: First Steps to Agency Automation

Maybe you're looking to automate your agency for the first time. Or you need electronic interface with carriers and other essential automation functions at an affordable price. Then one of our basic solutions might be right for you.

Our basic category is for agencies that are sole proprietors, or have fewer than five employees. But they're not necessarily for agencies that think small. In fact, some of the solutions in this category are used by larger agencies, including some of the biggest in North America.

If you're looking at a basic solution, though, we know that cost is a huge consideration. That's why all of these choices are available online. See our implementation options to learn why online is undoubtedly your best choice.

If your agency's business is:

Property and Casualty:

We offer an online system designed for P&C only, that is likely your best choice if you're looking for automated interface with carriers, and essential productivity, customer service and accounting functions.

Property and Casualty with Benefits:

Several of our systems handle benefits as well as P&C. They give you an integrated, holistic view of the customer so you can provide better servicing, deepen your relationship, and cross-sell and up-sell.

For assistance in helping you determine which of our systems is the ideal fit for you, request more information.