Consulting Services for Carriers
Our people know the brokerage business, inside and out – and our Carrier Services group knows how to make that knowledge work for you.
Staff education. The more your staff knows, the better the brokerage relationships you can build. We can train your people on specifics of how Applied Systems handles specific situations or transactions within the brokerage, such as direct-bill reconciliation.
Carrier-specific broker training. We’ll show your brokers how to use our systems to build their business with you, by being more effective with marketing, sales, and services in support of your specific programs.
Product customizations. We can customize our systems for use in your in-house or captive brokerages by:
- Setting up form letters
- Configuring for specific policies or marketing programs
- Customizing CSIO applications
- Creating special reports for your customers
- And more
For more information on these programs and services, contact Carrier Services.