All Teams

Applied Systems Product Management Team

At Applied Systems, product management is a collaborative game and you’re on the roster. Our mission is to turn real customer challenges into forward-thinking solutions that redefine the insurtech landscape. Here, product managers don’t just execute: they lead. You’ll have the autonomy to make decisions, shape outcomes, and influence the roadmap, all while working alongside a team that values creativity, ownership, and impact.

Applied Systems Employee Perspectives

Describe your leadership philosophy as it relates to employee engagement.

My leadership philosophy is built on the belief that iron sharpens iron. I don’t view myself as the person with all the answers; instead, my role is to create an environment where the team can challenge, support and learn from one another. Engagement starts with clarity; every team member should know exactly where we’re headed, what’s expected and how their work ties back to our larger goals. And most importantly, at the leadership level — consistency. Consistency in expectations, consistency in feedback and consistency in how you engage with your team.

Transparency tools like dashboards, leaderboards and visual progress gauges make performance visible and drive accountability. Just as importantly, engagement comes from recognition. Whether it’s a quick shout-out in Slack, spotlighting someone’s effort in a huddle or running a themed contest, consistent recognition ensures people feel seen and valued. When that happens, they bring energy, creativity and ownership to the work every day.

 

What types of resources — coaching, tools training, mentorship, etc. — does your team leverage to keep sellers engaged? How does this engagement directly impact their success and the success of the business?

We’ve built a rhythm of structured learning and reflection into the way we operate. Our team philosophy is, “Be better than you were yesterday.” Some of the ways we do that is collectively as a larger team. Our vice president holds regular skill development sessions where we tackle broader topics like, “asking for the business” or we have roundtable discussions about what’s working in prospecting efforts or strengthening our differentiation messaging. 

For my team specifically, while we do things like deal reviews and strategy, we also lean into personal and professional development.  We do this every other week, where team members rotate as presenters. They bring in a resource — a podcast, article or video — and lead a group discussion. What started as a simple book club has evolved into a broader professional and personal development forum that keeps the team curious and sharp.  

In addition, we run quarterly business reviews, where we step back to evaluate performance, review pipeline health and set forward-looking strategies as a team. These sessions aren’t just about metrics; they’re about honest reflection and shared learning.

On the day-to-day side, I provide coaching in one-on-ones, and we use dashboards to keep performance transparent. We also run creative contests that make progress fun and visible. One recent example was a football-themed contest, the Two-Minute Drill, where reps “scored touchdowns and field goals” by hitting sales metrics. The competition boosted production, but more importantly, it sparked camaraderie. Reps were trading tips, coaching each other and celebrating teammates’ wins as if they were their own.

The impact of this engagement is clear: stronger pipelines, higher quota attainment and better close rates. But equally important is the cultural impact — a team that trusts one another, collaborates naturally, challenges each other constructively and shows up motivated every single day. That combination drives both individual success and long-term business results.

 

What advice would you offer to leaders in your field eager to drive greater engagement on their sales teams?

I’d say don’t overthink it. Engagement doesn’t come from one big program or initiative; it comes from the small, consistent things you do every day as a leader. 

First, be clear. People want to know the “why” behind the goals, not just the numbers. When they understand how their work connects to the bigger picture, they feel more invested.

Second, recognize effort as much as outcomes. A deal might take months to close, but the behaviors that get you there — persistence, collaboration and creativity — deserve to be celebrated along the way.

Third, make engagement part of your team’s rhythm. That means connecting through daily huddles, one-on-ones or even quick Slack shout-outs. It doesn’t have to be complicated, but it should be constant. 

And finally, don’t feel like you need to have all the answers. Some of the best engagement happens when the team learns from each other. Iron sharpens iron, so create opportunities for reps to share ideas, lead discussions and sharpen one another’s skills. When you do those things consistently, the numbers will follow. More importantly, you’ll build a team that takes real pride and ownership in the work.

Ryan Lapp
Ryan Lapp, Senior Director, Product Management

Applied Systems’ annual Innovation Hackathon lets product and engineering teams self-organize to prototype customer- or team-focused solutions; one team built a GPT-4 email-summarization feature directly in Epic’s activity screen, emphasizing career growth and a collaborative culture.

Employee Reviews

Chris Cavin

Chris Cavin, Sr. Product Manager


Everything for up to this point has been gratifying and validating for the decision I made to be here in the first place, and the opportunity to work with experts and insurance and experts in software who are kind of seizing the opportunity to use the huge changes that we're seeing in the software space with AI right now. And to bring all of the all the advantages and opportunities there to our users.


Shrey Trivedi

That's what excites me, that the product I'm building, the product I'm working on is actually helping customers.

Shrey Trivedi, Sr. Associate Product Manager


Applied is delivering seamless collaboration between different products, which is helping our users grow, which is setting a new industry level standards on innovation. We do a lot of cross-functional collaboration which helps us to increase our efficiency, deliver outstanding products in our industry, which are going to help our customers grow. We work with the design team, sales team, support team. We also work with the marketing team, so we work with all of the different teams from start to end. That's what excites me, that the product I'm building, the product I'm working on is actually helping customers.

Our Products

Applied Recon
Applied Recon Image
As the industry’s only AI-powered reconciliation solution built directly into Applied Epic®, Applied Recon consolidates accounting workflows into a single, secure system. Customers can upload carrier statements in any format, and Applied Recon automatically extracts, matches, and reconciles transactions with speed and accuracy. By eliminating redundant tools and manual effort, Applied Recon delivers faster closes, greater accuracy, and unmatched efficiency so finance teams can focus less on paperwork and more on profitability.

AI-powered extraction and matching cut out hours of manual work each week, speeding up reconciliation of carrier commissions and agency payables so everyone gets paid faster. Every reconciled statement is saved and tagged with a unique ID, providing a clear, traceable record for audits, reporting, and book-of-business management.


Applied Epic Bridge
Applied Epic Bridge Image
Epic Bridge is a Microsoft Outlook add-in for Applied Epic that streamlines communication by connecting email and Applied Epic workflows without requiring users to leave their inboxes. The solution enables emails and attachments to be filed directly to the correct Applied Epic account based on sender information, while also providing access to Applied Epic templates, attachments, and client contacts within Outlook to simplify email composition. AI-powered summarization further enhances the workflow by automatically creating concise Activity Notes from email threads, ensuring all client communication is documented in Applied Epic.

Insurance agents spend all day in their agency management systems and their email - what if those were both in the same place? No need to wonder - Epic Bridge is the way to connect an agency or brokerage's instance of Applied Epic with Microsoft Outlook.

What People Are Saying About Applied Systems

  • Team Support: PMs routinely partner closely with engineering, design, CX, and go‑to‑market teams through structured rituals like quarterly business reviews and agile teamwork. Feedback suggests a “winning as a team” mindset helps PMs move from discovery to delivery with strong cross‑functional backing.
  • Innovation & Products: Innovation rituals are visible and PM-led, including an annual Innovation Hackathon and prototyping that has shipped AI features such as GPT‑4 email summarization inside Epic. Feedback suggests these channels give PMs sanctioned space to test ideas and drive practical AI/automation into core workflows.
  • Autonomy: PMs are expected to lead, make decisions, and influence the roadmap rather than just execute tasks. Feedback suggests this ownership spans discovery through launch with visibility to leadership in planning forums.

What People Are Saying About Applied Systems

  • Innovation & Products: Chicago-based product teams regularly participate in company-wide innovation rituals like the annual hackathon and PM-led prototyping, with AI features in Epic moving from prototype to production. Feedback suggests these avenues make it straightforward to test ideas and ship practical improvements tied to real workflows.
  • Team Support: Teams in the Chicago area emphasize close, cross-functional work with engineering and design alongside a "team sport" mindset. Feedback suggests this shared ownership helps PMs align stakeholders and deliver customer-focused outcomes.
  • Market Position & Stability: The company’s U.S. headquarters in the Chicago area anchors a global, hybrid organization serving a large installed base in insurance software. Feedback suggests this scale gives local PMs broad reach and dependable context for data-informed decisions.
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Remote or Hybrid
2 Locations
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Lead product vision, strategy, adoption, roadmap prioritization, user research, metrics, and cross-functional execution for an AI-powered B2B insurance submissions platform. Partner across design, engineering, marketing, customer experience, and operations; manage integrations with adjacent products; resolve dependencies; communicate strategy and outcomes to senior leadership; and mentor other product managers.
6 Days AgoSaved
Hybrid
Bengaluru, Bengaluru Urban, Karnataka, IND
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Leads a team of Data Migration Engineers and owns migration delivery outcomes, including staffing, performance management, customer communication, project oversight, risk escalation, and cross-functional issue resolution. Translates customer requirements into technical direction, coordinates with Relationship Managers and global teams, supports follow-the-sun handoffs, and drives standardized processes and continuous improvement across data migration services.
6 Days AgoSaved
Remote or Hybrid
United States
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Lead full-cycle recruiting for Product teams, partnering with Product leaders on workforce planning, sourcing, talent assessment, hiring strategy, and candidate experience. Build pipelines for Product Management, Operations, Design, and Leadership roles; provide market and compensation insights; use recruiting metrics to improve hiring outcomes; maintain ATS data integrity; implement scalable processes; and mentor recruiting teammates.

At a glance

work-life balance

At Applied Systems, people are at the heart of every product we create. Behind every innovation is a team that makes the magic happen and we never lose sight of that. We believe the best product ideas come from diverse perspectives and balanced lives. That’s why we’ve built a culture where product managers can thrive both professionally and personally. With flexibility, support, and space to recharge, you’ll have what you need to do your best work—and enjoy the journey along the way.

professional development resources

Whether you’re strengthening your product strategy expertise or exploring cross-functional leadership, Applied provides the environment to thrive. From team development days to industry certifications and continuing education support, we invest in helping product managers refine their skills, broaden their impact, and deliver meaningful results. Your career path is yours to shape, and we’re here to give you the tools and guidance to make it happen.