The Burley Group Selects Applied MobileProducer and Applied CSR24

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Integration with Applied TAM will enable brokerage to offer multichannel service to policyholders

Applied Systems today announced that The Burley Group has selected Applied MobileProducer and Applied CSR24 to drive market-leading client service and empower their mobile workforce. Leveraging integration with Applied TAM, The Burley Group will benefit from instant and remote access to client and prospect policy information across all of their branches through tablet devices, as well as the ability to provide anywhere, anytime client online self-service capabilities, enabling them to further extend their role as a trusted advisor through multiple channels.

“Our company is built on providing the highest level of service to our clients, and we recognise that our customers today require engagement and access to information beyond traditional channels, including online and mobile,” said Matthew Mawson, managing director for The Burley Group. “By leveraging Applied MobileProducer and Applied CSR24, we will now be able to further elevate our client servicing two-fold: internally by equipping our account executives with mobile access to critical client and prospect policy information during remote interactions and externally by empowering our clients with online access to account details and visibility into claims processing.”

Applied MobileProducer is the first independent broker app designed specifically for account executives to access and manage client and prospect information anywhere, anytime via mobile tablet devices. With a touch-screen optimised interface, Applied MobileProducer enables account executives to stay connected on the go with a direct link to information in their brokerage management system. The native mobile app enables users to view accounts, contact details and insurance policy information, add prospects, and create and manage activities. With on-demand access to client and prospect information, Applied MobileProducer enables account executives to conduct more business outside the brokerage, deliver better service to clients, and ensure brokerages have a single, up-to-date view of client and prospect information.

Applied CSR24 enables brokerages to meet demand from today’s insurance consumers for anywhere, anytime access to information by providing 24/7 access to insurance policy information, claims filing and processing, and insurance documents through a custom-branded client webpage on a computer, tablet, and smartphone. Applied CSR24 seamlessly integrates with brokerage management systems, reducing manual administrative tasks and allowing brokers to devote more time to serving customers and securing new business. By providing greater flexibility and servicing options, brokerages can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

“Year-over-year, insurance consumers continue to show growing and diversified preferences for how they communicate with their insurance brokers – from in-person to online to mobile – requiring brokerages to adopt multichannel servicing capabilities,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “With Applied technologies, The Burley Group will be able to leverage their existing system investment to extend the exchange of client information away from the office and beyond traditional service hours, improving employee productivity and elevating their client service offering.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Applied is recognised as a pioneer in agency and brokerage management systems and data exchange between brokers and insurers and their clients. Automating the insurance lifecycle for more than 140,000 insurance professionals, 12,000 brokers and 350 insurers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

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Courtney Rains