We equip insurance carriers and growing brokers to quickly deploy a dynamic electronic application system…
…under your brand,
…using your business logic,
…delivering applications & data to your back-office,
…to drive your sales to greater levels!
Application Machine is reinventing e-application / e-enrollment by pairing your products’ unique rules and requirements with a sales-focused workflow on a mobile-friendly platform that lets you offer the most streamlined, straightforward, and smart experience to your agents and applicants.
You’ve worked hard to distinguish your products in the marketplace. You want an e-application solution that can surface that uniqueness while driving consistency and compliance. You want an industrial-strength system that still can dynamically flex to fit your rules. You want applications to flow straight into your business processing with efficiency. You want a tool that is simple to use both in the field and at the home office.
You want an Application Machine.
The 3 driving principles of every Application Machine:
>> Reduce sales friction
No one gets to benefit from your products if applying for them is either too complex or too error-prone.
>> Empower the agent
The easier it is to do business with you, the more business you’ll do.
>> Make the hard stuff easy
Compliance regulations, underwriting and application rules, and app collection processes are vital but should be invisible to the agent and applicant.
Here are the steps to power-up your own Application Machine:
Right Choice
Connect with us to let our experts answer your questions, gather basic information about your company and your products, and recommend a package designed to best meet your size and technical needs.
Right Fit
Complete a questionnaire on your product rules, and provide digital copies of your application forms, rate tables, and preferred branding media.
Right Foundation
We configure your Application Machine with your products, your business and compliance rules, and your branding (including working with your team to use your company’s web domain and email address for your customized Application Machine site).
Right Connections
We collaborate with your business operations to connect and confirm data delivery endpoints.
Right Team
We train your Home office personnel to administrate the system, monitor submissions, and onboard and train your agents.
GO!
We activate your new Application Machine and your agents start driving your business to new levels!
Timeline to power-up varies per product complexity and team availability, but generally takes 4-6 weeks.