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Customer Story

McDougall Insurance brings order to workflows with Applied Epic

Client notes, tasks, and attachments live in one place, with real-time reporting to guide smarter decisions.

Summary

Ready for the next stage of growth

McDougall Insurance & Financial faced disorganized workflows and time-consuming manual processes. Its previous system made attachments hard to find and activities hard to track, which created bottlenecks quickly.

Applied Epic brings client notes, tasks, and attachments together in one place for easy access. Reporting tools deliver real-time data that supports smarter decisions, and workgroups help staff share tasks smoothly, positioning McDougall Insurance for continued growth.

Belleville, ON

Headquarters

5 Years

As an Applied Customer

Additional Info

Employees: 1,200+
Offices: 85

“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, McDougall Insurance & Financial

Additional Resources

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Bring your work into one place 

Talk with our team about keeping your brokerage’s activities, attachments, and real-time reporting together in Applied Epic.

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