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Spend More Time With Customers: Why Insurance Agents Should Use These Tools | Insuring Innovation

Автор: Applied Systems

Загружено: 2026-02-27

Просмотров: 19

Описание: How do you make sure your customers are satisfied? Spend more time talking to them.
How do you get more time in the day? Put the right tools in place.

The relationships between insurance agents and their customers are the foundation of the insurance industry. Customers want an agent who they can trust to work with their best interests in mind. And the best way to gain that trust is to spend time with your clients.

In this episode we’ll cover the insurtech tools that put hours back in your day and let you spend less time on administrative tasks and put more of your focus on the relationships that you have with your customers.

Chapters:
• Customer service 00:00
• What do customers want? 00:44
• A mobile-friendly approach 01:22
• An easier way to fill out forms 02:26
• Digital payment options 03:33
• AI: Applied Recon & EVA 04:10
• What’s next? 05:34

Having the right tools in place will make all the difference in how you spend your time. As a leader in Insurtech, Applied Systems offers everything that your agency needs to succeed.

Today’s always-on, digital world has forever changed the way we do business. Customers expect instant access to information anytime, anywhere at the touch of a button and your staff want flexibility and choice in how and where they work.

See how adopting mobile friendly applications will enhance your customer service today:
https://www1.appliedsystems.com/en-us...

Our customer self-service application Applied CSR24 keeps your customers and systems connected to your business. Meet the demands of today’s consumers to increase customer satisfaction, build client loyalty and stand out among the competition.

Give your customers the flexibility they need with Applied CSR24:
https://www1.appliedsystems.com/en-us...

Indio uses smart form technology to streamline the insurance form data gathering process and to submit the application with a single click. Simplify the insurance application process to make it faster, more collaborative, easier, and minimize errors and omissions. It will save you and your clients time and money – learn how here:
https://www1.appliedsystems.com/en-us...

Applied Pay is here to make your life easier. Your customers want to be able to pay for their policies easily online. We want to help you take your insurance agency to the next level, and we want you to have a great time doing it! Whatever reason you have for watching this video, we hope it was helpful and informative!

If you'd like to know how Applied Pay can boost your productivity, save you money, and remove the headache of chasing down payments, you can learn more here:
https://www1.appliedsystems.com/en-us...

EZLynx Agents can find additional information about Applied Pay here:
https://www.ezlynx.com/products/pay/?...

Applied Recon uses artificial intelligence to consolidate accounting workflows into a single, secure system. Upload carrier statements in any format, and this AI Insurtech tool automatically extracts, matches, and reconciles transactions with speed and accuracy. By eliminating redundant tools and manual effort, Applied Recon delivers faster closes, greater accuracy, and unmatched efficiency so finance teams can focus less on paperwork and more on profitability.

Learn the key benefits of Applied Recon here:
https://www1.appliedsystems.com/en-us...

EZlynx has great AI functionality. Explore the advantages of using EVA here:
https://www.ezlynx.com/solutions/arti...

Applied Systems is a leader in vertical AI for the insurance industry.
Do you want to learn more about Applied Systems?
https://www1.appliedsystems.com/en-us...

Follow Applied on Social Media:
LinkedIn:   / applied-systems  
Facebook:   / appliedsystems  
X:   / appliedsystems  
Instagram:   / appliedsystems  

#insuranceagent #insurancebroker #insurancecompany #InsuranceAI #Insurtech #VerticalAI #AIforAgents #insurancetechnology

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Spend More Time With Customers: Why Insurance Agents Should Use These Tools | Insuring Innovation

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