Full-Time
Associate Customer Support Technician
Accounting
Posted on 8/18/2026
Applied Systems
1,001-5,000 employees
Cloud software platform for insurance agencies
Compensation Overview
$42k - $52k/yr
Chicago, IL, USA
Remote
 Customer Experience & Support (1) |
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 Accounting (1) |
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- At least 1 year of customer service experience.
- Strong written and verbal communication skills and strong telephone skills.
- Experience with accounting software or traditional accounting processes.
- Experience working with technology and Microsoft applications.
- Respond to customer phone, email, and chat inquiries about issues or questions related to accounting software applications.
- Triage and troubleshoot customer problems to understand and document their nature.
- Focus on problem resolution while providing effective, proficient customer service in a professional and courteous manner.
- Communicate and escalate unresolved issues to the proper level or area of customer support when necessary.
- Experience supporting customers in a fast-paced business-to-business or technology environment.
- Strong problem-solving skills and commitment to exceptional customer care.
- Comfort with technology, including software, networking concepts, and case management tools such as Salesforce, Freshdesk, and Jira.
Applied Systems offers cloud-based software for insurance agencies and brokers to manage policies, workflows, data, and partnerships. The platform runs in the cloud with modules for policy administration, workflow automation, data management, and carrier/partner integrations accessible via web or app. It differentiates itself with a tech-first, cloud-native approach, global reach, and a focus on agency needs to enable scalable, connected operations. The goal is to help agencies grow and operate more efficiently by digitizing processes, automating tasks, and enabling strategic partnerships.
Company Size
1,001-5,000
Company Stage
Acquired
Total Funding
$2.5B
Headquarters
University Park, Illinois
Founded
1980
Get referred to Applied Systems
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Simplify's Take
What believers are saying
- Travelers became Applied's first anchor carrier for submissionless renewal quotes in July 2026.
- Email-to-quote launched August 18, 2026, turning broker inboxes into quote channels.
- Employee Navigator and Applied Recon expand automation, cutting manual brokerage work substantially.
What critics are saying
- Comulate litigation accuses Applied of monopolistic conduct; antitrust discovery continues through 2026.
- Epic dependency traps customers, strengthening switching costs and inviting regulatory scrutiny.
- An adverse antitrust ruling forces Epic opening, eroding Applied’s integration moat and pricing power.
What makes Applied Systems unique
- Applied Epic anchors agencies across the United States, Canada, Ireland, and Britain.
- Cytora acquisition adds agentic AI across submissions, renewals, and underwriting workflows.
- Vendor Certification Program lowers integration friction for third-party insurance technology partners.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Unlimited Paid Time Off
Paid Parental Leave
Growth & Insights and Company News
6 month growth
↑ 12%1 year growth
↑ 12%2 year growth
↑ 12%Lightspeed joins first class of certified integrations in Applied Systems' new Vendor Certification Program. Lightspeed Voice Aug 20, 2026, 10:10 ET Lightspeed Voice joins the first class of certified integrations in Applied Systems' new Vendor Certification Program, giving insurance agencies a faster, lower-cost way to connect their communications platform with Applied Epic. VENICE, Fla., Aug. 20, 2026 /PRNewswire-PRWeb/ - Lightspeed, a leading provider of AI-powered VoIP communications, announced that its integrations with Applied Epic are among the first certified integrations available through the new Applied Systems Vendor Certification program. Launched in August 2026, the program gives agencies and brokerages a faster, trusted way to connect third-party technologies with their Applied Epic. Each participating vendor completes a thorough onboarding and certification process designed to ensure its integrations meet Applied's standards for quality and reliability. As a certified vendor, Lightspeed offers agencies a simpler, lower-cost path to activating its integrations with Applied Epic. Certified integrations can be activated faster than a standard integration build and do not require additional purchase from Applied. Lightspeed will also have access to the latest Applied releases, helping ensure its integration remains current and reliable as the platform evolves. "Joining the Applied Systems vendor program allows us to remove a significant cost barrier for our shared customers and make the Lightspeed Voice integration more accessible to independent insurance agencies," said Joel Poythress, President at Lightspeed. "Our goal is to help agencies get more value from the technology they already use by creating a seamless connection between their management system and their communications platform. We're proud to strengthen our partnership with Applied and make it easier for agencies to take advantage of an integration that can improve efficiency, streamline workflows, and better serve their customers." Lightspeed Voice integrates with Applied Epic to bring an agency's communications and management system technology together. These connections help users access caller information more efficiently, track call activity, streamline call-related workflows, and connect valuable conversation insights with the systems they use every day. As one of the initial companies with certified integrations available through the program, Lightspeed's participation reflects its continued investment in the independent insurance industry and its commitment to delivering connected technology that supports more efficient agency operations. Additional information about the Applied Systems Vendor Certification Program is available at appliedsystems.com/vendor-integration. About Lightspeed Lightspeed is a leading provider of communication solutions, dedicated to delivering innovative technology and unparalleled service to businesses. With a focus on innovation and customer satisfaction, Lightspeed continues to be a trusted partner for organizations seeking reliable and advanced communication solutions. Media Contact SOURCE Lightspeed Voice
Applied launches agentic email-to-quote channel. August 18, 2026 Applied Systems, a provider of insurance software, has launched a new agentic email-to-quote submission channel designed to help carriers automatically quote on business submitted by brokers via email. The offering is powered by Cytora, Applied's agentic AI platform built for carriers, and works by converting unstructured broker email submissions into carrier-ready quotes without the need for manual intake. The system ingests a broker's email submission, extracts and structures the underlying risk data, then classifies and prices it while applying each carrier's own underwriting rules and risk appetite. A quote, decline or referral is then sent back to the broker by email, threaded against the original message, effectively turning a carrier's inbox into a straight-through-processing channel. For carriers, the tool is intended to cut quoting and response times from days to minutes, regardless of the agency management system a broker is using, while helping to improve win rates on email-submitted business that sits outside a portal or API connection. Applied says it should also lift underwriting quality and response times, boosting carriers' ability to win business submitted through this route. Brokers, meanwhile, stand to benefit from a simplified email submission process within their existing workflows, cutting out much of the time otherwise spent navigating multiple carrier portals and commercial raters, while gaining quicker access to additional markets with less friction in getting submissions in front of carriers. The email-to-quote channel currently supports admitted small commercial lines everywhere carrier straight-through-processing APIs are available. Lines covered at launch include Business Owners Policy, General Liability, Workers' Compensation, Commercial Auto, Cyber, Professional Liability, Inland Marine and Umbrella, with further lines expected to be added in due course. Applied Carrier general manager Katarina Pregelj said, "Applied connects the insurance lifecycle, and leveraging Cytora's agentic AI, we are now able to help carriers reach commercial submissions wherever they enter it, including the broker email traffic that has never had a path to automation. "Email-to-quote lets carriers open a new distribution channel without adding intake headcount or BPO spend, so they can win business while the deal is still live." Enjoying the stories? Investors. The following investor(s) were tagged in this article.
Applied Systems has launched an agentic email-to-quote solution powered by Cytora's AI platform, enabling insurance carriers to automatically convert broker email submissions into quotes within minutes. The system ingests unstructured broker emails, extracts and structures risk data, applies underwriting requirements, and returns quotes, declines, or referrals without manual intervention. The solution accelerates carrier response times from days to minutes and eliminates the need for brokers to navigate multiple carrier portals. It currently supports admitted small commercial lines including Business Owners Policy, General Liability, Workers' Compensation, Commercial Auto, Cyber, Professional Liability, Inland Marine, and Umbrella wherever carrier straight-through-processing APIs are available. "Email-to-quote lets carriers open a new distribution channel without adding intake headcount or BPO spend," said Katarina Pregelj, general manager at Applied Carrier.
Applied Systems has launched a Vendor Certification Program to help agencies and brokerages integrate third-party technology more quickly and securely. The programme formalises the company's commitment to an open ecosystem, providing vendors with a single certification path whilst enabling customers to activate technology partners faster and at lower cost. Certified vendors complete a thorough onboarding process to ensure integrations meet Applied's quality and reliability standards. They receive access to the latest Applied Epic releases to keep integrations current. Activating a certified integration requires no additional purchase from Applied. Initial certified partners include Ascend, Adapt, Coverflow, Fulcrum, Inteveo EcoLink, Lightspeed, Outmarket, Quandri, RecordLinker, Sonant, and Xilo. More vendors are expected to join in coming months.
Applied Systems expands Employee Navigator integration. Enhanced native integration between Applied Epic and Employee Navigator accelerates the plan building process from hours to minutes, further enabling end-to-end quote to enroll for benefits brokers. Applied Systems(R) announced an expanded integration with Employee Navigator, a leading benefits administration, HR and compliance software provider, giving agencies a native, direct path to seamlessly transfer plan data between Applied Epic and Employee Navigator. This expanded integration enables benefits brokers to eliminate the daily toil of manual data re-entry while significantly reducing errors and omissions risks and the complexity in the quote to enroll workflow. "Manual data entry between systems slows brokers down and creates room for errors," said George Reese, founder and CEO of Employee Navigator. "With this integration, plan data stays in sync automatically, so brokers can focus on serving their customers instead of manual data entry. It's exactly the kind of seamless experience we want to deliver as we grow our partnership with Applied Systems." The enhanced integration eliminates the duplicate data entry brokers perform today when setting up a plan in two systems. After plan details are auto populated into Applied Epic via its AI document extraction capabilities, the data can be pushed directly into Employee Navigator, reducing time spent searching manually, typing, and jumping between systems by 80%. "At Applied, we are laser-focused on leveraging AI and automation to create a simpler, more efficient way for benefits brokers to manage each stage of the benefits lifecycle," said Tammi Shapiro, senior vice president and general manager of Benefits Solutions, Applied Systems. "We are excited to expand our partnership with Employee Navigator so we can enable our broker customers to focus less on data administration, and more on the hero work of providing the best service and protection for clients." [To share your insights with us, please write to [email protected]]