:: MANAGING YOUR AGENCY :: STAY COMPETITIVE WITH APPLIED DORIS

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1 DORIS EPIC :: MANAGING YOUR AGENCY :: STAY COMPETITIVE WITH APPLIED DORIS

2 I lost one of my staff members, but because I was automated with Applied DORIS, I was able to take on 100% of the responsibilities. Since I didn t have to hire a replacement, Applied solutions helped me increase my profitability by 25%. BUTCH AMADIO Owner Amadio Insurance 2 / / :: MANAGING YOUR AGENCY ::

3 Drive success with Applied DORIS TO CREATE SUCCESS in an increasingly competitive market, agencies must set themselves apart by providing enhanced customer service through innovative technology. Successful agencies require a single software system to support evolving business requirements and drive profitability. Managing your agency online enables rapid information exchange to improve customer service and drive agency growth. Applied Systems facilitates success by optimizing this exchange with advanced technology. AUTOMATE YOUR AGENCY Applied DORIS, a leading online agency management system, is an easy-to-use solution that automates insurance agency business. By offering a cost-effective, scalable solution, growing agencies can stay competitive and drive success. With Applied DORIS, agents can service clients anytime, from any location. The solution increases business agility due to the online environment and offers business advantages that can be more valuable than traditional computing methods. Automated operations, data protection and flexible workflows provide a foundation for success. As your business grows, Applied DORIS scales with your operations, allowing your agency to maintain profitability and continuously deliver higher level services customers expect today. :: MANAGING YOUR AGENCY :: // 3

4 Maximize efficiency and minimize risk WITH AUTOMATED, CONSISTENT WORKFLOWS your agency operations become more productive and efficient. Applied DORIS provides the information agents need to respond quickly to customer inquiries enabling agencies to: > > Operate more effectively agents spend more time selling insurance with automated processes > > Improve billing procedures with full accounting and reporting capabilities > > Increase profits while reducing agency operating expenses and downtime > > Enhance carrier relationships seamlessly exchange information to improve communication between your agency and carriers > > Provide more freedom and flexibility with remote data access to agency information through cloud services > > Mitigate risk by eliminating E&O exposure prevalent with manual workflows > > Enhance customer service with on-demand access to information FOCUS ON GROWTH Administering a system in-house not only requires a substantial investment, it takes away from the core business of selling insurance. IT management tasks include back-ups, upgrades and updates to your agency s operating system. Your agency also must maintain antivirus and other important software. Applied DORIS eliminates those tasks and allows your agency to dedicate more time to growing business. Your agents will provide enhanced customer service and increase productivity without the burden of labor intensive systems administration. With Applied DORIS, your agency receives: > > A knowledgeable team of experts to manage and maintain your system > > Faster deployment and upgrades using an existing, high-end infrastructure > > Lower technology costs for hardware and software requirements > > Improved productivity with less time spent on IT tasks 4 // :: MANAGING YOUR AGENCY ::

5 When I first opened my agency, I considered a management system an unnecessary expense. If I knew then what I know now, I would have purchased a management system from the start. Automating with Applied DORIS allows two of my CSRs to do the work of four, making my agency much more profitable. GLENN TASSEY Manager The Tassey Group :: MANAGING YOUR AGENCY :: // 5

6 Data security is very important, and that reason alone makes the Applied TAMOnline environment an option that all agencies should consider. JOHN GAGE Systems Administrator Knight-Crockett Miller Insurance 6 / / :: MANAGING YOUR AGENCY ::

7 Protect your agency and customers DISASTER CAN STRIKE AT ANY TIME, from lost or stolen equipment to natural disasters, and your agency data is vulnerable if left unprotected. Applied DORIS guards agencies against these risks and enables your business to operate when the unexpected occurs. An online system provides physical and electronic security. Applied data centers are Tier 3+ classified, an industry standard requiring hosting facilities to stay up and available percent of the time. Servers are maintained and updated daily against the latest threats and viruses, ensuring your operations are always protected. Applied facilities enable agencies to meet industry regulations by securing confidential customer information. In addition, if your business becomes inoperable during a disaster, your agents only need an Internet connection to service clients. EXPERIENCE THAT SETS THE INDUSTRY STANDARD Applied DORIS delivers the advantages of running your business in an online environment, allowing agencies to provide enhanced customer service, while increasing revenue and driving sustainable growth and profitability. For the last 30 years, Applied Systems has led an industry we helped to create with a mission to continuously improve the business of insurance. Since 1983, Applied Systems has been at the forefront of insurance technology, leading the way through innovation. By automating the insurance lifecycle, our people and products allow the insurance industry to fulfill its promise to safeguard and protect the things that matter most in people s lives. :: MANAGING YOUR AGENCY :: // 7

8 Applied Systems, Inc. 200 Applied Parkway University Park, IL For more information visit appliedsystems.com Copyright 2013 Applied Systems