John Ansell & Partners Selects Applied CSR24 and Applied MobileProducer

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Integration with Applied TAM will provide on-the-go access to policy information for staff and clients

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Applied Systems today announced that John Ansell & Partners has selected Applied CSR24 and Applied MobileProducer to deliver online client self-service and mobilize their workforce. Leveraging integration with Applied TAM, John Ansell & Partners will be able to provide clients with better and more convenient online and mobile access to client policy information and documents, enabling the company to allocate additional time and resources toward growing the company’s business.

“We looked at the ways in which we engage with businesses – both from a business and personal perspective – and recognized that our interactions have changed and moved online,” said John Haber-Smith, director, John Ansell & Partners. “To increase our competitive advantage, we chose to collaborate with Applied Systems to evolve our customer service offerings and embrace new ways of doing business by providing a broader choice of engagement channels, including mobile, to reach our customers and prospects at additional touch points.”

Applied CSR24, the leading online client self- service software, enables brokers to meet today’s insurance consumer demand 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 portal available on a computer, tablet or smartphone. Applied CSR24 seamlessly integrates with broker management systems, reducing manual administrative tasks and allowing agents and brokers to devote more time to serving customers and securing new business. Applied CSR24 streamlines premium certificate processing, management and distribution, enabling staff to reduce time spent through batch processing and client specific certificate template management functionality. By providing greater flexibility and servicing options, brokers can increase client satisfaction, build client loyalty, and deliver a more competitive business proposition.

Applied MobileProducer is the first independent broker app designed specifically for insurance producers 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 allows 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.

“The digital demands of today’s consumer are requiring UK brokers to leverage online and mobile offerings to provide clients anywhere, anytime access to insurance information while simultaneously maintaining the expected level of personal service and advice,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “With Applied software, John Ansell & Partners will be able to deliver a seamless, branded online experience that extends client servicing capabilities beyond the office and enables clients to more closely manage their insurance at their own convenience, thereby improving customer service for increased client satisfaction, retention and growth.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Recognised as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems. Automating the insurance lifecycle for more than 12,000 agencies and brokerages and 450 insurers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

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Courtney Rains