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Customer Story

Hugh Wood Canada serves clients in any time zone on Applied Epic

Staff on the road can access their full book of business from a phone or tablet, with the same up-to-date information they’d see at their desk.

Summary

A connected view of every client

Hugh Wood Canada Limited is a privately held independent brokerage and part of the HW International organization, serving a global client base. Its legacy Applied system limited reporting, data capture, and what the team could do with the data it had.

With Applied Epic, the brokerage keeps a single view of each client across all lines of business, and staff can work from anywhere with information kept current between their mobile devices and the office. A rollout plan that involved staff throughout the migration, backed by expert guidance from the Applied Support team, made adoption easy.

Toronto, ON

Headquarters

33 Years

As an Applied Customer

Additional Info

Employees: 45+
Offices: 1

“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, Hugh Wood Canada Limited

Additional Resources

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Keep every client in one view 

Talk with our team about giving your brokerage a single view of every client, whether you’re in the office or on the road.

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