Solution

Integrated automation that frees staff for clients 

BrokerTeam chose Applied Epic for its integrated automation. “We used to hire people to build bots that imported GL policy information into our BMS to keep up with the large volume of transactions we handled. With Applied Epic, it all happens automatically,” Andy explained.

Policy data now flows from insurers through direct feeds, CSIO eDocs, or document capture straight into Applied Epic, filling in policy numbers, coverage details, limits, effective dates, and endorsements. That frees staff to focus on understanding each client’s needs, delivering personalized service, and building lasting relationships.

BrokerTeam wanted staff to be part of the change, not just on the receiving end of it. It held biweekly discussions so staff could raise concerns and offer input before implementation, and invited them to join implementation teams for hands-on time in Applied Epic.

“When people understand the system and its features, they feel a sense of ownership. They can use the system effectively and even train new staff in the future,” Andy said.