Building a growth partnership is about fostering a long-term, mutually beneficial business relationship centred around a shared goal, trust, and commitment to progress. Our goal is not just providing brokers with insurance technology; it’s about crafting enduring, mutually beneficial relationships anchored in a shared vision for success. By aligning our cutting-edge tools with the strategic objectives of our broker partners, we are collectively pushing the boundaries of what's possible in the insurance industry.

Here is a glimpse of how we’re revolutionizing the insurance industry through strategic partnerships, innovative technology, and a commitment to broker growth.

Making Bold Moves in Artificial Intelligence

We believe data, analytics and artificial intelligence (AI) will evolve into critical enablers to fuel broker growth. Over the past 18 months, we have released our first versions of AI-powered features in select Applied products while experimenting with various AI capabilities through the Applied AI Lab. We’ve been busy working alongside many of our broker partners to identify opportunities to realize the value of AI in secure and practical ways that can deliver intelligent automation throughout the insurance lifecycle.

We have the conviction that through AI, our industry has immense opportunities, which led to our announcement of the Planck® acquisition in July. Planck is an insurance-specific AI technology company that empowers commercial insurance underwriters and producers with superhuman research and insight generation capabilities to build a more complete picture of business risk in less time. With Planck’s platform, it is our commitment to you to lead our industry in discovering how AI can reduce the inefficiencies of redundant tasks and unlock the value of data to create a more accurate and holistic view of business to fuel growth. Together, we will lead the way in building solutions for our customers that improve the speed and quality of critical business processes.

Accelerating Commercial Lines Connectivity

Our Canadian commercial lines team introduced first-time standardized processes that enable you to maximize business opportunities across the insurance lifecycle. Commercial forms within Applied Epic® further connect you across the commercial lifecycle by keeping you in your management system and delivering intelligent workflows, enabling you to provide multiple quotes with the best and most accurate rates and coverages to your clients in seconds.

Epic Quotes Commercial Lines

Epic Quotes Commercial Lines brings single-entry, multi-carrier ratings from leading Canadian insurance companies directly into Applied Epic, enabling your commercial team to seamlessly remarket or quote new business and produce a professional proposal without ever leaving your management system.

• New Epic Forms provide standard commercial applications for Property & Liability and Commercial Umbrella/Excess Liability lines, plus the ability to easily modify the forms to scale to your organization's needs.

• No-Code Form Builder lets you modify and customize standard forms to create broker-specific fields and experiences to support your program business and quickly capture niche opportunities.

• Schedules Associated with the Policy, such as equipment lists, scheduled articles, and vehicle schedules, can be imported/exported out of Applied Epic for easy access.

• Certificate Management Through Applied CSR24® allows you to generate your own P&C certificates using policy data from Applied Epic without any double entry in Applied CSR24 to save time and clicks.

• Data Access and Integration allows those licensing the Applied Data Lake and/or API Suite to easily access policy data captured in Epic Forms for analytics and third-party integration needs.

• Pre-Fill Quote with Epic Policy Data from Account or Policy screens to begin quoting, eliminating the need to re-enter base question data.

• Multi-Location Quoting eliminates the need to re-enter data and submit multiple quotes for a single risk with multiple locations.

• Single View of Commercial Submissions to maintain overarching visibility into historical and active quotes, including high-level details like market rates and status, with customizable columns so users can tailor their view.

• Enhanced Security Controls ensure user access to customers and data in the way an organization defined in Applied Epic to ensure sensitive client information remains private based on established permissions.

Ramping Up Data-Driven Decision Making

The existing reporting capabilities in Applied Epic are robust, but the data is static, which slows down your ability to answer critical business questions quickly and accurately. Epic Dashboards is the foundation of our new data management strategy, significantly improving how you access and use information to make data-driven decisions across the brokerage.

Epic Dashboards

Epic Dashboards democratize access to the mountain of data in Applied Epic, transforming it into meaningful visualizations tailored to help you answer your most common business questions.

• Role-Based Dashboards are now available, including added support in 2024 for IT and Operations, Finance professionals, Servicing team members, and producers to help them answer their most common day-to-day business questions.

• Book of Business Trends Dashboards are available for brokerage owners/principals, sales managers, and department managers to gain insight into the size and composition of a book of business based on active (in-force) policies over time and make predictions about where a book of business may be headed in the future.

• Embedded Account Links directly link from Epic Dashboards into specific areas of a client’s account, such as opportunities, policies, and activities, to help staff act on data or further explore information surfaced through a visual.

• In-Dashboard Data Explanations contextualize the relevance of data for every visual with supporting definitions, source citations, and calculation breakdowns.

• Custom Dashboards User Security enables admin users to easily modify or remove access to custom dashboards and ensure the right people can access the right reports.

At Applied, we continuously innovate, guided by the belief that technology is a crucial catalyst for growth. Our development of artificial intelligence, commercial lines connectivity, and comprehensive data analytics is reshaping the future of our industry. Our partnership with brokers is an alliance of co-evolution, and we are committed to your success, understanding that when you grow, we grow.