Customer Stories
Insurance technology case studies from Canadian brokerages running their business on Applied Epic.
Getting more from every client relationship with Applied Epic means faster service, less manual work, and more time spent on growth. When brokers work in one connected management system with automation built into every workflow, they can increase capacity, retain more business, and compete at any scale.
The person working full-time on this had nothing more to do so we’ve been able to give them more responsibility, making it even more profitable for us.
Mark St-Pierre · President · Lepelco Assurance
Moving to Applied Epic allowed us to have top-notch tools at our fingertips, enabling us to compete with brokers ten times our size.
Kyle Nichols · President
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We’ve become more profitable over the years. We know that the fundamental way our staff have been more efficient is through Applied Epic.
Lorne McDougall · Vice President of Corporate Development and Operations
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The biggest deal that drove our decision to go to Applied was scale. We need to grow, and not by a little bit, but by a lot.
Scott Wagler · Partner/Director of Operations
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We absolutely had short-term and long-term wins. The short-term win was an immediate spike in productivity.
Michael Delaney · President and Founder
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Our brokers have become more valuable. They’re helping our customers with insurance tasks and questions, not wasting time on administrative tasks.
Jack Mazakian · Vice President
Read the StoryThese brokerages made a real change – and saw real results. Ready to do the same? Talk to sales about what it could look like for your brokerage.
United States
Canada (English)
United Kingdom
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