Insurance agents and brokerages benefit from the Applied/ShareFile partnership

Like so many other small to medium business (SMB) owners, insurance agencies and brokerage firms look for ways to enhance the economics of their business.  Agents are accelerating the adoption of automation solutions to securely and simply manage files, especially those requiring signatures like an insurance application. Many of these agencies utilize solutions like TAM Cloud or Epic from Applied Systems, a strategic Citrix partner that offers a widely used cloud-based agency and brokerage management system to automate daily operational processes.

When Applied initiated their Partner Program, we were one of the first partners to join. Starting in April, the first workflow we offered through the Partner Program included our e-signature solution, RightSignature. With this simple, efficient way to get documents filled-in and signed quickly, agents expedited sales cycles by more than 90%.

Building on the early success of the Partner Program, the newest workflow added to the Applied TAM Cloud is the ShareFile plugin for Microsoft Outlook. Our Outlook Plugin gives agencies the ability to send secure email without the use of user names and passwords while maintaining compliance.

The innovation of ShareFile solutions paired with Applied management systems enables independent agencies and brokerages to access and send secure, large files and encrypted emails from anywhere. Recipients open emails and download files instantly — no software, plugins or account are needed! These solutions are enabling agencies and brokerages to be more productive by saving time and money, while maintaining compliance and most importantly, giving them time to focus on their core business of client relationships and selling insurance.

Applied and Citrix strive to bring more solutions to the insurance industry through collaboration and innovation.

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