Customer Success

Western Financial Group

Spend less time managing technology

See the story

  • Western Financial Group Logo

    Headquarters: Alberta, Canada
    Employees: 1800+
    Offices: 157

  • 1996

    Founded

  • 22

    Years as an Applied Customer

More time for selling and servicing clients

For Western Financial Group, managing hardware and other technology solutions separately was taking valuable time away from serving clients and selling insurance. With a seamless transition to Applied Epic in the cloud, the brokerage is now able to focus more on the business and spend less time on IT-related issues.

Applied Epic provides complete access to our data and enables us to streamline our processes, which are both very important to us.

Mary Lou Charles

VP of Operations

Explore Software Leveraged

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied Epic

    Manage all lines of business across all locations and roles in a single application.

    Explore Solution
  • Simple line icon of a cloud

    Applied Cloud

    Rely on the only cloud purpose-built for the insurance industry.

    Explore Solution

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