Marketing, sales, and distribution.
Go beyond traditional channels to drive growth and increase customer loyalty.
Trusted by leading insurance organizations.
- Agent and broker channel automation.
- Agent life cycle and performance management.
- Sales automation and marketing management.
- Provide self-service portals.
Increase communication and efficiency by delivering an agent/broker portal or a portal directly to policyholders. - Improve stakeholder collaboration.
Empower agents, brokers, and underwriters to collaborate on the same processes in real-time via role-relevant views. - Streamling the quoting process.
Increase quote capacity and expedite the quote process, from submission to book. - Gain insight into your entire book.
Create a 360-degree view of data from all sources, including legacy systems, spreadsheets, and more.
- Integrate multiple systems.
Provide an end-to-end view of onboarding and agent and intermediary licensing checks through performance management. - Streamline the onboarding process.
Digitize the onboarding process, reducing the need for paper documents and enabling agent self-service. - Track and report in real-time.
Easily track goals, KPIs, compliance, and more to help onboard and train new agents quickly. - Stay ahead of changing needs.
Proactively respond to agency needs, including agent M&A activity and claim activity.
- Leverage seamless integrations.
Unify data from multiple systems into a 360-degree view, including CRMs, call centers, and policy systems. - Increase efficiency and productivity.
Easily manage business processes, incorporate customer-centric data, and provide real-time analytics. - Implement and adapt at speed.
Automate complex processes, increase time to market for new products, and quickly adapt business functions.
Appian is a Leader in The Forrester Wave™: Insurance Agency Portals, Q3 2020.
See why Appian received the highest scores in the Strategy (5 out of 5) and Current Offering (4.93 out of 5) categories in The Forrester Wave™: Insurance Agency Portals, Q3 2020.
“Appian is a good fit for global insurers that are looking to quickly provide their agencies with enhanced omnichannel capabilities, advanced analytics, recommendation engines, and intelligent automation.”
Appian is the unified platform for change. We accelerate customers’ businesses by discovering, designing, and automating their most important processes. The Appian Low-Code Platform combines the key capabilities needed to get work done faster, Process Mining + Workflow + Automation, in a unified low-code platform. Appian is open, enterprise-grade and trusted by industry leaders.
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