Surex Enhances Business Efficiency with Applied Technology
Surex Enhances Business Efficiency with Applied Technology
Applied Systems today announced that Surex has opted for its Digital Brokerage solution to compliment their internal systems and automate the entire new business and remarketing workflows. This strategic move aims to streamline operations and improve overall efficiency by leveraging the robust capabilities of Applied Epic, along with integrated marketing automation, analytics, and extensive rating solutions applicable for both personal and commercial lines.
The Need for Automation in Today’s Brokerage Environment
In an era where clients expect quick and efficient services akin to those of Amazon, automating processes has become a priority for forward-thinking companies. “We aim to establish a digital-first brokerage to respond to the increasing client demands for rapid services,” states Lance Miller, the CEO and co-founder of Surex. “By integrating automation through Applied Epic and their Digital Brokerage product suite, we can manage our operations more effectively while minimizing manual data entry and the associated risks, ultimately allowing us to enhance the consumer experience.”
Comprehensive Management Solutions for Brokerages
The Digital Brokerage portfolio from Applied Systems provides a key management system that encompasses all business lines, in addition to online self-service customer options and mobile technology, all leveraged in the cloud. This approach allows brokerages like Surex to create meaningful business transactions, enhancing customer experiences throughout the insurance lifecycle. By utilizing these integrated applications, they improve operational efficiency, elevate customer service, and foster growth and profitability, reducing the repetitive workload often seen with varied, disconnected systems.
Long-term Partnership with Applied Systems
“Lance and his team conducted a thorough evaluation of the technological options available in the market today. We are excited that Applied has been chosen as the technology partner that can support Surex’s current and future operational model,” remarked Steve Whitelaw, Senior Vice President and General Manager at Applied Systems Canada. “With our Digital Brokerage solution, Surex will have seamless processes that extend from marketing and selling to quoting and servicing, enhancing their competitive edge and ability to provide a digitized client experience that goes beyond expectations.”
About Applied Systems
Applied Systems stands as a leading global provider of cloud-based software that powers the insurance industry. Acknowledged as an innovator in insurance automation, Applied is recognized as the largest supplier of agency and brokerage management systems, serving clients across the United States, Canada, Ireland, and the United Kingdom. By automating the entire insurance lifecycle, Applied Systems enables millions worldwide to safeguard and protect the vital aspects of their lives.
Frequently Asked Questions
What is the focus of Surex’s new strategy?
Surex aims to become a digital-first brokerage, providing fast, efficient services to clients while enhancing their operational processes through automation.
Which technology has Surex implemented?
Surex has implemented the Applied Digital Brokerage solution, integrated with Applied Epic to streamline workflows.
How does Applied's technology benefit Surex?
It helps eliminate manual data entry, mitigates E&O risk, and optimizes time for customer relationship building, enhancing overall service delivery.
What does the Applied Digital Brokerage portfolio include?
The portfolio encompasses a comprehensive management system, mobile technology, aside from online customer self-service options, all hosted in the cloud.
Why is automation crucial for Surex?
Automation is essential for Surex to meet rising client expectations for quick services while efficiently managing their growth initiatives.
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