Citrix Joins Applied Systems Partner Program for eSignature

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Solutions Partnership to deliver integrated eSignature capabilities into Applied Epic

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Applied Systems today announced that Citrix has joined the Applied Partner Program to offer its eSignature solution, RightSignature, to North American insurance agencies and brokerages via integration with Applied Epic. Through this collaboration, agencies and brokerages can enhance their digital customer experience and improve productivity by automating paperless delivery of documents via eSignature capabilities directly from Applied Epic.

The Applied Partner Program is a technology and industry partnership program focused on increasing the availability of best-in-class software and enhancing automation and connectivity across the independent insurance distribution channel. The Applied Partner Program is open to leading technology providers and organizations across the industry and advances Applied’s strategic focus on partnerships to deliver value-added capabilities that further automate workflows, increase data consistency and accuracy, and drive a connected insurance experience. Applied Solutions Partners embed third-party functionality into Applied’s solutions to provide users with new, best-in-class capabilities to further automate workflows and drive business operational efficiencies.

With this integration solution, RightSignature is one of the simplest, most efficient ways to obtain document signatures directly from your Applied Epic account. RightSignature allows businesses to close more deals in less time, reduce paper and ink expenses, avoid fax hassles, cut cycle time from weeks to hours, and provide better customer service. With its intuitive and simple interface, RightSignature provides powerful, business-critical features: fill out a form and sign, handwritten mouse signatures, typed signatures, mobile signatures, self-service documents, reusable templates, and much more.

“We are honored to be collaborating with Applied Systems as one of their first eSignature Solutions Partners to date,” said Bill O’Boyle, senior manager for Business Development for Citrix. “As a strategic Solutions Partner, we look forward to working with Applied to offer insurance agencies and brokerages a seamless way to sign documents quickly and securely, and ultimately save time and money by reducing paperwork and faxes.”

The integrated eSignature capability for Applied Epic is available now with Applied Epic 2016, the latest version of the fastest-growing cloud-based agency and brokerage management system in the world. Applied Epic delivers the most technologically advanced software application to independent insurance agencies and brokerages to enable faster growth and profitability in a changing insurance marketplace. Purpose-built for insurance agencies and brokerages, Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within an agency or brokerage to better manage customer relationships, sales opportunities, carrier appetite search, financial accounting, and policy and benefits administration across all lines of business, reducing time and expenses spent managing separate, disparate systems. The application offers a comprehensive view of client information and internal operations through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic’s unique software architecture provides scalability for agencies and brokerages with multiple, global locations to manage expansion and business growth with ease.

“Applied’s deep integration expertise and numerous prebuilt and custom integrations strengthen the value agencies and brokers can drive in their business with Applied Epic,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Integrated and fully automated eSignature capabilities offer the promise of streamlined operations and a better customer experience. We are committed to providing our customers a choice for eSignature and our partnership with Citrix demonstrates the value of an integrated solution.”

About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized 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, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, Applied enables millions of people around the world to safeguard and protect what matters most.

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Courtney Rains
Applied Systems
+1 (404) 807-0846
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