Applied Systems, Inc.
The Services Advisor role at Applied involves diagnosing critical business needs and architecting comprehensive project scopes for insurance customers. This position requires partnering with sales and delivery teams to identify opportunities, conduct discovery sessions, and develop detailed Statements of Work. The role focuses on ensuring seamless project handoffs and supporting data migrations within M&A programs.
Headquarters
Chicago, Illinois, United States
Company Size
1001-5000 employees
Founded
1983
Applied Systems is an insurance technology company that provides cloud-based agency management software and automation tools for independent insurance agencies. Its platform — embedded with AI capabilities — helps agencies streamline workflows, improve efficiency, and drive growth through policy, rating, and agency management features. Applied also offers training (Applied University), customer support portals, and a family of integrated brands and services (Ivans, Indio, EZLynx, Tarmika) to extend connectivity and agency-facing solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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