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What is Applied Policy Works?

The commercial lines sector for small and medium enterprises (SMEs) is currently one of the most lucrative areas for brokers, making it vital for companies to adopt the right technology to distinguish their services from others. Applied Policy Works simplifies the submission process, allowing you to swiftly collect essential risk information and send it to various underwriters, thereby reducing the inconvenience of managing each submission separately and lowering the chances of mistakes. By automating your processes related to commercial lines—including marketing strategies and renewal activities—through the use of standardized workflows, you can equip your customer service staff, marketers, and producers to improve service delivery speed, which in turn can enhance your profitability. This strategy not only boosts operational efficiency but also prepares your enterprise for enduring growth in a competitive environment. Additionally, leveraging such technological advancements can lead to improved client satisfaction, further solidifying your position in the market.

What is CTrax?

Optimize your workflow with our cutting-edge OCR technology that swiftly scans and inputs your Certificates of Insurance (COIs) into the system. By utilizing our certificate tracking software, you and your team can save precious hours by removing the need for tedious manual data entry. Never miss an expired COI again! Set up renewal reminders effortlessly and generate emails that quickly notify the relevant parties about their insurance policies. Access all crucial COI information with ease! With our intuitive and customizable interface, you can conveniently view all important COI details. If you're short on time to act as the intermediary, Producers, Providers, and Vendors can upload their Certificates of Insurance directly to CTrax, allowing for real-time verification of their COIs. Confidently manage your projects! Our solution lets you categorize COIs by project, ensuring better oversight and tracking of vendors over time. This system is ideal for clients who work with various vendors on multiple tasks and projects. Elevate your operational efficiency today with just a simple click! Plus, our dedicated support team is always ready to assist you in maximizing your experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$99.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com

Company Facts

Organization Name

JDi Data

Date Founded

1992

Company Location

United States

Company Website

jdictrax.com

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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