For Carriers
How can an agency management system make your insurance company more profitable?
By tapping you into the power of The Agency Manager ® (TAM), the system that makes your company easiest for agents to do business with.
Learn how Applied Systems provides the power to make you, too, more profitable.
Imagine—you make it so easy for agents to find you, they have to use your services.
Instead of investing in duplicate services and technologies, leverage the power of your existing information and services.
Most of your agencies are boosting their profits because they use The Agency Manager ® (TAM), the industry-leading management system used on more agency desktops than any other automated system.
You have a golden opportunity to tap into the power of TAM in every one of these agencies by using Applied Systems’ state-of-the-art interface tools. Being more accessible to agencies makes you more valuable and translates to higher profits for your company, too.
A major reason agents choose Applied Systems is our single-entry, multiple-company interface (SEMCI), which reduces E & O risk, saves valuable time, and protects profits.
Our customers enjoy the widest array of available interface transactions from the industry’s largest selection of participating insurance companies. As the leader in real-time interface initiatives, Applied Systems teams with IVANS ® to utilize Transformation Station™, allowing your company to be an extension of TAM. Transformation Station is an IVANS-managed data exchange that uses web services to send and receive ACORD-based messages to and from your company in a consistent method and version of your choice. Without Transformation Station, your agencies must manually access the quoting and policy information that TS allows them to effortlessly obtain.
Applied Systems interface tools enhance your company’s value in the following areas:
Sales
Insert your company directly into your agencies’ quoting workflows to add value, accuracy, control, and ease of doing business to policy sales and service. By implementing real-time ACORD XML quote transactions, your company can:
- Control the accuracy of quotes provided by your agencies.
- Sell insurance based on who you are instead of simply how much your premiums cost. Enhance your company’s quotes beyond just a premium amount by attaching company-specific documents such as Proposals, Coverage Descriptions, Applications, Acknowledgements, Waivers, etc.
- Provide real-time quoting and submission for Policy Transfers for a single policy or an entire book of business directly within your agencies’ workflows.
Service
Enhance your agencies’ customer service workflows and reduce E & O risk by providing safe, secure single-click access to your policy, billing, and claims information directly from within your agencies’ workflows.
Applied Alerts! ™
Alert your agencies about current and future policy- or claim-related events and activities with real-time company Alerts! ™--messages that you insert directly into agency workflow to-do lists and permanently attach to policy and claim records. As an agency receives Alerts! through Transformation Station, activities are created for a customer or policy and assigned to the servicing CSR. You can also provide generic Alerts! that are assigned to your account within TAM.
Use Alerts! for timely notice of nonpay cancellation, advanced renewal data gathering, claim number or adjuster assignment, audit reminders including attached audit documents, cross-selling and upselling opportunities, conveying information about anything that makes you more profitable.
Synchronization
Transmit new information to agencies as initial and daily download, being certain you and your agencies have synchronized policy copies. TAM offers personal and commercial lines upload and download with more than 200 carriers, and the selection is expanding rapidly.
“I’m amazed at how easy it is to use Applied Systems,” says David M. Willey, Agency Interface Training Specialist at Donegal Group. “TAM is true SEMCI. No other management system is SEMCI.”
Willey appreciates that Applied Systems eliminates double entry by bridging from current app to future app/prospect app and simultaneously preparing the app for Transformation Station.
Willey reports that in Pennsylvania alone, 40 percent of Donegal Group’s weekly real-time policy issuance transactions come from TAM agencies.
“When I train agencies to interface to our company, they appreciate how easy it is to deal with us through TAM,” Willey says. “To enter a complete app, its takes five to eight minutes if it includes company-specific questions, and less than four minutes using prefills. It takes longer to get real-time quotes with apps created in other systems.”
Willey emphasizes another key benefit of interfacing through TAM: A company that is easy to do business with benefits from remarket opportunities within TAM agencies’ daily workflow of policy renewals. “A lot of business is not new to the agency, but now it’s being written with Donegal because of how easy it is to interface with us,” Willey says. “Agents are now moving over to us what they know is quality business.”
