Applied Professional Solutions: Investing in a Bigger Book of Business

Our professional solutions are likely your best choice if you appreciate the value of automating your agency, and would like automation to do even more for you. You're looking for a payoff in higher productivity and more premium written.

It's likely that your agency has somewhere between five and 75 users – although you might have less, or more. And while you might have multiple offices, multiple business units or operate in different states, you're not overly concerned about the ability to manage and view them as completely separate business units. (If you have multiple business units and more complex accounting needs, take a look at our Enterprise Solutions.)

Take a close look at our professional systems if you:

• Think about how productive your employees are, and would like to be able to manage their productivity and use automation to do more routine tasks for them
• Want to make the most of your CSR's time when they service customers, so they can answer inquiries quickly and serve your customers better
• Are looking for a system that can manage your risk through automated tasks such as generating notices, filing necessary paperwork and tracking the history of activity on each customer's policies

If your agency's business is:

Property and Casualty:

We offer several systems that are perfectly suited for handling your personal lines and/or commercial lines business.

Property and Casualty with Benefits:

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

Wholesale:

If you're a wholesale agency, we offer a system that handles your specialized needs for financial management, reporting, auditing and communication.

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