Working for over a decade digitalising insurance processes for brokers, agents and insurers has taught us a lot of lessons, most of all that the tasks and operations they are trying to digitalise are surprisingly simple and cost-effective to implement. So why then are so many of these wish-list items for brokers still not delivered? We believe the answer is in the accessibility of the solution. To solve any or all of the 10 wish-list items, Insurance Brokers & Financial Advisors would need to (1) asses the needs of the company, (2) search the market for available solutions, (3) evaluate the solutions based on the requirements of your teams, (4) design the solution to integrate with existing systems and processes, (5) select a preferred solution, (6) implement and test it and (7) support and manage it going forward. As you might tell from the list of items necessary, the challenge isn't the technology itself, it is in conducting the evaluation, implementation and solution design and without experience you run the risk of being lead the wrong way and wasting a lot of time and investment without achieving you result. At ApplyOn we speak your language, we understand your challenges and resources and we are here too help you deliver your results for the lowest possible investment and meeting the needs of your business and working to your timeline and resources. The overall wish-list of items we can help you deliver is long, so these are some of the top items that our customers have on their wish-list that we deliver every day:

1. I want to digitalise forms for claims, renewals or proposal

2. I want to use e-signatures to close deals faster

3. I want to improve our website experience and acquire new business online

4. I want to automate tasks that are repetitive and time-consuming

5. I want to see all my leads and sales on a single platform

6. I want to go-paperless and give customers access online

7. I want to save time in onboarding new customers, renewals and claims

8. I want to improve  efficiency and reporting

9. I want to quote more business via our website

10. I want to track and manage my sales and renewals team performance

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If you have any of these on your wish-list or have another digital project you'd like support with speak with us today and see how ApplyOn can make it simple and affordable to achieve your digital result.

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