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Run commercial, personal and benefits lines side by side
Diversifying into commercial, personal or benefits adds accounts to the same system, not another vendor to manage.
For Owners and Principals
Make the brokerage worth more every year you run it
Every line and location runs on one system. Run your business with confidence and eliminate your team's manual toil.
Take on more groups without more tools to manage
As your brokerage grows, you’re measured on a few numbers: revenue per employee, cost to serve, profit by line, and what the brokerage would sell for. In many brokerages, those numbers arrive a month late, so decisions get made on a month that has already closed. Meanwhile, costs climb with every new line and vendor. Each new account adds work for the same people, and client history leaves when a producer does. Applied Epic® runs P&C and benefits in one system, with a single view into profitability by line and employee. AI built into Applied Epic takes on routine work across placement, servicing and accounting, so your team can focus on the work rather than being buried under it. Each account keeps its own history, so the book stays with the brokerage. Your team carries more of the book, costs hold as you grow, and the brokerage is worth more to a buyer or successor.
What the brokerage runs on
A broker management system earns its place when it shows a principal where the money is made and where it leaks away.
Compare profit by producer, branch, and line
Revenue, retention, and producer performance read live, which is also where a buyer or successor starts.
Keep the client history in the brokerage, not the inbox
Every account carries its own history and documents, so the book survives a producer leaving or a sale.
Write more of the accounts you already have
The accounts you service carry premium nobody has written yet, and your own policy detail shows where.
What customers are saying
By reading revenue, retention and production against the same ledger the rest of the brokerage posts to, so producer, branch and line performance can each be looked at on their own without an export.
The difficulty in most brokerages is timing rather than arithmetic. A monthly report tells you about a month you can no longer influence.
Predictable retention, diversified revenue, and client relationships that belong to the brokerage rather than to individuals. A buyer is pricing how much of the book survives the transaction.
The unglamorous part is documentation. Where client history and servicing records sit in the brokerage's own system, diligence is a shorter and less nervous conversation.
Where money is made and where it leaks. A broker management system should let a principal see profit by producer, branch and line, cost to serve as the book grows, and which existing accounts carry premium nobody has written.
If reading any of that needs a spreadsheet first, it is not doing the job.
It depends whether you can add the line without adding a vendor. Diversification defends revenue against a soft market in any single line, which is why buyers pay for it.
The cost usually hides in operations. Where a new line means another system, another license and another set of exports, the margin gets eaten before the book matures.
Go deeper for owners
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Webinar
Surpassing Customer Expectations and Enhancing Business Operations
In this on-demand webinar, our presenters will explore ways to simplify the customer experience journey, transforming digital workflows that allow staff more time to service clients and prospects, and using technology to extend professional advice at critical points throughout the policy lifecycle.
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Webinar
Streamlining Brokerage Operations
See how Canadian brokerages use automation to handle renewals, follow-ups, and quoting workflows, and grow their book of business without adding headcount.
View Now
Build what outlasts you
The brokerages worth the most are the ones whose numbers a buyer can read without the owner in the room.