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How Applied is Creating the AI tools Insurance Agents Need | On-Demand Webinar

Автор: Applied Systems

Загружено: 2026-03-11

Просмотров: 222

Описание: Graham Blackwell, president of Applied, takes you through a practical, forward-looking discussion on how AI is transforming the insurance ecosystem, aimed at helping agencies and carriers to:

• Deliver more connected, consistent customer experiences
• Improve speed, accuracy, and decision-making across the lifecycle
• Unlock shared efficiencies without sacrificing flexibility or control

What the Webinar Will Cover
The AI‑Powered Digital Roundtrip of Insurance: See how AI is being infused across the insurance lifecycle to improve speed, accuracy, and decision‑making, connecting experiences across carriers, agencies, and customers.

The Agentic Operating System of the Future: Learn how the management system is evolving beyond a system of record into an AI‑driven system of action, automating work, reducing manual effort, and enabling teams to focus on higher‑value activities.

Bringing Carrier and Agency Workflows Together with AI: Explore real examples of how AI is helping unify carrier and agency workflows, creating smarter handoffs, cleaner data flows, and stronger collaboration across the insurance ecosystem.

Applied’s Vision for the AI-Powered Era of Insurance
AI-powered experiences are reshaping the end-to-end insurance journey — from quote to bind to service — across both carriers and independent agencies.

Presenter: Graham Blackwell, President at Applied Systems
Moderator: Katie Seitz, VP Marketing at Applied Systems

Chapters:
• Introduction & Logistics 00:00:00
• Graham Blackwell: Thanks for Joining Us! 00:01:32
• Meet Graham 00:02:50
• The History of Applied Systems 00:05:15
• Applied Today 00:08:06
• Track Record of Innovation 00:10:31
• Bringing it All Together 00:12:23
• Infusing our Platforms with AI 00:14:00
• Not Just A System of Record -- A System of Action 00:17:01
• AI Example: Autofill 00:17:55
• AI Powered Search in Epic Max 00:19:20
• Agency Management Systems that Help You Do the Work 00:20:43
• Applied Epic & EZLynx: Systems of Action 00:22:52
• AI Agents to Automate Work 00:23:37
• Connecting Agents and Carriers 00:25:42
• An Integrated System Across the Insurance Ecosystem 00:29:57
• Becoming the Fabric of Insurance 00:30:43
• Key Takeaways from this Presentation 00:31:58
• Q&A 00:33:50
• Q1: When will these products be available? 00:34:00
• Q2: What is the value of native tools vs finding the tool elsewhere? 00:36:35
• Q3: How will new efficiencies impact how our business runs? 00:39:50
• Q4: Can we see these tools in action? 00:42:10
• Q5: Pricing 00:42:54
• Q6: Will the recording be available? 00:43:20
• Q7: Is Lebron James Coming Back to Cleveland? 00:43:30
• Q8: EZLynx Personal Line Rating Embedded in Applied Epic 00:44:10
• Q9: As AI evolves how will we keep the industry informed? 00:45:37
• Thanks for Joining Us! 00:48:25

Learn how Applied is investing in AI for the Insurance Industry:
https://www1.appliedsystems.com/en-us...

Learn more about our AI developments:
https://interact.appliedsystems.com/a...

Applied Recon transforms how agency finance teams tackle their most time-consuming task. Native AI capabilities embedded directly in Applied Epic automatically ingest, extract, and match carrier statements using six intelligent signals, such as policy numbers and term dates. There’s no need for spreadsheets, duplicate tools, or fragile integrations. Just drag, drop, review, and post. It's faster cycles, fewer errors, and complete confidence, all in one secure system your team already knows.

For more information about Applied Recon, talk with your sales representative.
Applied Systems: https://www1.appliedsystems.com/en-us...

The Applied Epic Benefits experience is a purpose-built workspace that brings all plan and account details into a single, intuitive area. It replaces workarounds, manual steps, and P&C-centric complexity with clear navigation, Benefits-specific fields, and streamlined actions that help you work faster and more confidently.

See inside the all-new Applied Epic Benefits experience and learn about the latest Benefits capabilities, including Applied Epic AutoFill, which uses AI to automatically fill in plan details.
https://www1.appliedsystems.com/en-us...

Applied Systems: https://www1.appliedsystems.com/en-us...

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

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How Applied is Creating the AI tools Insurance Agents Need | On-Demand Webinar

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