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Customer Story

Josslin Insurance Brokers runs eight growing locations on one system

Applied Epic replaced a patchwork of disconnected systems, so the team spends less time on manual work.

Summary

Scaling smart with streamlined processes

Josslin Insurance Brokers needed a system that could keep pace with rapid growth and simplify daily work across eight busy locations. Its previous solutions didn’t integrate well and required too much manual effort. Applied Epic replaced that patchwork of tools with a connected system that brings key operational workflows into one platform. Now the team has time back to focus on what matters most: supporting clients and growing the business.

New Hamburg, ON

Headquarters

2 Years

As an Applied Customer

Additional Info

Employees: 110
Offices: 8

“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, Josslin Insurance Brokers

Additional Resources

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Build for the growth you want

Talk with our team to see how Applied Epic can give you time back and help you scale with confidence.

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