Customer Success Stories | Applied Systems

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Combined Agents of America

Combined Agents of America and Applied work together to optimize Applied Digital Agency for their network of agencies.
- Applied Epic,
- Applied Pay,
- Applied Mobile,
- Applied CSR24
The Baldwin Group

The Baldwin Group improves the customer experience and accounting processes with Applied Pay.
- Applied Epic,
- Applied CSR24,
- Applied Mobile,
- Applied Pay,
- Indio
Bravera Insurance

Bravera Insurance saves time by automating marketing campaigns with Applied Marketing Automation’s integration with Applied Epic.
- Applied Marketing Automation,
- Applied Epic,
- Applied Epic Browser,
- Applied Benefits Designer,
- Benefits
Snellings Walters

Snellings Walters saves time and receives funds faster with Applied Pay.
- Applied CSR24,
- Applied Pay,
- Applied Epic,
- Indio
High Street Insurance Partners

Consolidating disparate systems into one foundational system improves workflows for High Street Insurance Partners.
- Applied Epic,
- Agency Management System,
- Applied Pay,
- Commercial Lines
HUB International

HUB International partners with Applied to eliminate disparate systems and redundant workflows.
- Tarmika,
- Epic Quotes Commercial Lines,
- Applied CSR24,
- Applied Epic
IMA Finance Group

IMA Finance Group gains greater accessibility, security and performance improvements with browser capabilities.
- Commercial Lines,
- Applied Epic
Seabury, Copland and Anderson

An experienced migration team helps Seabury, Copland and Anderson seamlessly move to a new management system.
- Applied Epic,
- Agency Management System,
- Digital Agency
Acrisure Great Lakes

Acrisure Great Lakes stays on top of changing coverage options with automated market appetite in Tarmika.
- Tarmika
Insurance Office of America

Insurance Office of America adopts innovative technologies to grow the business and win over customers and top-tier talent.
- Applied Epic,
- Applied CSR24,
- Applied Epic for Salesforce,
- Indio,
- Digital Agency,
- Agency Management System,
- Mobility,
- Commercial Lines
Schneider & Associates Insurance Agency

Schneider Insurance gives clients a superior payment experience with Applied Pay.
- Applied Epic,
- Applied CSR24,
- Digital Payments,
- Applied Pay
Core Assurance Partners

Starting a new agency isn’t easy, but having the right technology partner to collaborate with helps ensure your business venture succeeds.
- Applied Analytics,
- Applied CSR24,
- Applied Epic,
- Applied Mobile,
- Applied Epic for Salesforce
Cadence Insurance

A suite of cloud-based products helps Cadence Insurance grow and attract top-tier talent.
- Applied Epic,
- Tarmika,
- Applied Analytics,
- Commercial Lines,
- Applied CSR24,
- Data Analytics,
- Agency Management System,
- Digital Agency,
- Mobility
Perspective Insurance

Perspective Insurance successfully operates remotely with technology.
- Applied Epic,
- Digital Agency,
- Applied CSR24,
- Applied Mobile
Pritchard & Jerden

Previously on multiple, disparate systems, Pritchard & Jerden become a digital agency for a completely connected experience.
- Digital Agency,
- Applied Cloud,
- Applied CSR24,
- Applied Epic,
- Agency Management System,
- Mobility
Watson Insurance Agency

A single system serves as one point of truth for Watson Insurance Agency, enabling for easy reporting.
- Applied Epic,
- Applied CSR24,
- Applied Mobile,
- Applied Cloud,
- Agency Management System,
- Mobility,
- Cloud
VANTREO Insurance Brokerage

VANTREO saves time while minimizing E&O with Indio’s bi-directional integration with Applied Epic.
- Commercial Lines,
- Indio
Scott Insurance

Indio helps Scott Insurance seamlessly transition to remote operations.
- Commercial Lines,
- Indio
Talladega Insurance Agency

Talladega Insurance Agency embraces digital technology and the cloud, giving staff greater mobility and customers the immediate service they expect.
- Insurer Connectivity,
- Agency Management System,
- Mobility,
- Applied Epic,
- Applied Mobile,
- Ivans Download
Bouchard Insurance

Bouchard Insurance selects Indio to digitize commercial lines submissions.
- Commercial Lines,
- Indio
CalNonprofits Insurance Services

CalNonprofits Insurance Services gains a single view of its business and meets changing customer demands with digital technology.
- Agency Management System,
- Insurer Connectivity,
- Mobility,
- Applied Epic,
- Applied CSR24,
- Ivans
ReNu Insurance Group

ReNu Insurance Group implemented digital agency software to enable a digital experience for staff and customers.
- Digital Agency,
- Applied Epic,
- Applied CSR24,
- Applied Mobile
The Seltzer Group

The Seltzer Group meets changing customer demands with omnichannel technology, enhancing the customer experience.
- Digital Agency,
- Applied Epic,
- Applied CSR24,
- Applied Mobile
Waldo Agencies

Applied Benefits Designer enables Waldo Agencies to customize customer plan options in real time.
- Applied Benefits Designer,
- Benefits
Swingle Collins & Associates

A management system and self-service software enable Swingle Collins to enhance processes and the customer experience.
- Applied CSR24,
- Applied Epic,
- Applied Cloud,
- Agency Management System,
- Digital Agency
The Benefit Company

The Benefit Company eliminates paper and serves customers better with Applied Benefits Designer.
- Applied Benefits Designer,
- Benefits
Mercury Insurance

Ivans enables Mercury to easily connect and communicate with agencies to provide increased ease of doing business, strengthening current agency relationships.
- Ivans Download,
- Ivans Exchange,
- Insurer Connectivity,
- Ivans
Gnade Insurance

Self-service and mobile technology enables staff at Gnade Insurance to offer better and faster service without adding staff members.
- Applied Epic,
- Applied Mobile,
- Applied CSR24,
- Digital Agency
Hall & Company

A management system and integrated technology has enabled Hall & Company to increase their new business hit rate by 20%.
- Agency Management System,
- Mobility,
- Cloud,
- Applied Epic,
- Applied Cloud,
- Applied CSR24
HHM Insurors

Sales automation and mobile technology for staff enables HHM Insurors to enhance sales processes and improve profitability.
- Applied CSR24,
- Applied Mobile,
- Applied Epic,
- Digital Agency
M3 Insurance

M3 Insurance conducts more productive client meetings with Applied Benefits Designer.
- Benefits,
- Applied Benefits Designer
BHS Insurance

Leveraging a single agency management system, BHS Insurance automates their entire business.
- Applied Epic,
- Agency Management System,
- Insurer Connectivity,
- Ivans
ChurchWest Insurance Services

ChurchWest Insurance Services manages two agencies’ data within one system, leveraging Applied Epic.
- Applied Epic,
- Applied Cloud,
- Agency Management System,
- Cloud
Dyste Williams Insurance

A single agency management system provides Dyste Williams Insurance a complete view of the customer.
- Applied CSR24,
- Applied Epic,
- Applied Mobile,
- Digital Agency
Employee Benefit Services

Employee Benefit Services of Maryland uses Applied Benefit Designer to easily present proposals.
- Applied Benefits Designer,
- Benefits
Fisher Brown Bottrell Insurance

After a merger, Fisher Brown Bottrell leveraged digital technology to standardize data and workflows across multiple offices.
- Applied Epic,
- Applied Mobile,
- Applied Rater
Burns Insurance Agency

Based in a rural area, Burns Insurance moved to the cloud for improved business continuity and enhanced security.
- Applied Epic,
- Applied Cloud
Condon-Meek Insurance

Condon-Meek enhanced internal operations and relationships with insurers and customers to become a digital agency.
- Applied Epic,
- Agency Management System,
- Applied CSR24,
- Digital Agency,
- Applied Mobile

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When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.