Applied DORIS

4.2
(3 reviews)

Applied DORIS is an easy-to-use online agency management system enabling smaller agencies to remain competitive and grow their business.

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Applied DORIS review by Frank A.
Frank A.
Validated Reviewer
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"The Swiss-Army Knife of softwares!"

What do you like best?

This program is crucial to our company's billing, marketing, commissions, accounting, and multiple other departments. This software unifies all of the previously stated departments and allows for simple and care free user experience. When one user inputs date, it is updated in all departments, For example, if an employee inputs a new Homeowner's insurance policy, an invoice (billing) is automatically created and the option to mail or directly email the client is offered. At the same time the program prepares the commission statement so we know how much to pay our employee for the transaction. As the client is inputted our overall client database is updated. Once a yea our company send outs mailings to all of our clients from this list. Applied prepares a mailing list with all of the names and addresses of all of our clients. I also really love the ability to login from any computer (that has the applied Doris app-free app), anywhere, at any time.

What do you dislike?

There are few things that I dislike about the product, however it is not a perfect program. The first thing I dislike about the program is the excessive cost. Currently I am paying almost $200 a month for the services of the program. Another issue I currently have is the requirement for multiple passwords. One password is needed to login to the computer and another is required to login to the Applied interface itself.

Recommendations to others considering the product

This product is ideal for independent insurance carriers. More and more big time insurance agencies (Progressive, The Hartford, Kingstone) are utilizing Applied DORIS and IVANS Exchange in order to provide the agencies that sell their products to be more efficient.

What business problems are you solving with the product? What benefits have you realized?

This software has made it much easier for me to bill my clients, pay my employees on their deals, and stay in contact with my current clients. The program has also helped me expand my practice via referrals. My clients are more likely to recommend me to their friends and family because the program has allowed me to offer my current clients a better quality of service.

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Applied DORIS review by Dylan S.
Dylan S.
Validated Reviewer
Review Source

"Applied DORIS"

What do you like best?

Simple to use, basic program. We have an older insurance agency where upgrading to a new management system is not in the plan at the moment. We plan on upgrading in the future to have a more updated and improved system to use. Applied does have many additional options for this growing industry.

What do you dislike?

It is rather slow and outdated. Reminds me of a windows 95 program, no ability to save PDFs or any modern paperless objectives.

Recommendations to others considering the product

Check out Applied new products

What business problems are you solving with the product? What benefits have you realized?

This allows us to pull up a clients account during a phone call and receive all the information the paper file would have. This is a time saver as well as saving paper from printing extra documents.

What Insurance Agency Management solution do you use?

Thanks for letting us know!
Applied DORIS review by User in Insurance
User in Insurance
Validated Reviewer
Review Source

"Applied DORIS Review"

What do you like best?

The DORIS system from Applied is very user friendly, and quick to pick up.

What do you dislike?

The amount of steps used to process tasks and activities is a lot.

What business problems are you solving with the product? What benefits have you realized?

It is keeping our agency organized and efficient with all of the different forms and applications our agency uses.

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