Insurance

Stop re-saving every policy document

Insurance runs on paperwork that arrives by email and needs to end up in an agency management system. Magic Dragin brings back the direct drag-and-drop that new Outlook took away.

Insurance professional reviewing policy documents at a desk

Insurance

Policy documents, loss runs, and signed forms go from email straight into Applied Epic, AMS360, or your agency management system.

Typical workflow

How it works for insurance teams

  1. 1

    Drag submissions, loss runs, binders, or signed forms from email or SharePoint.

  2. 2

    Drop them into Applied Epic, AMS360, EZLynx, or any browser-based portal.

  3. 3

    Move on to the next submission — no desktop clutter, no extra clicks.

Works with the platforms insurance teams depend on

Applied Epic logo

Applied Epic

AMS360 logo

AMS360

EZLynx logo

EZLynx

QQCatalyst logo

QQCatalyst

HawkSoft logo

HawkSoft

Sagitta logo

Sagitta

Zywave logo

Zywave

AgencyBloc logo

AgencyBloc

Drag from

New OutlookOutlook on the webGmailTeamsSharePointOneDrive

What changes

Process submissions and renewals faster without the download-upload loop.

Reduce misfiled documents during busy binding periods.

Smooth over the new Outlook transition for staff who relied on classic drag-and-drop.

Ready to get drag-and-drop back?

Magic Dragin installs in seconds. No admin rights required, no browser extensions, works with any app that accepts file drops.

Magic Dragin - Insurance & brokerage