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Customer Story

Applied Epic keeps Tanner Insurance ready for what’s next

Tanner Insurance uses analytics to make smarter, more data-driven decisions.

Summary

Brokerage insights built on customized reporting

Tanner Insurance started as a small brokerage in Vars, Ontario, in 1922. Four generations later, the independent, family-owned business operates as Tanner Insurance and Portside Marine Insurance, writing commercial and personal lines, seasonal dwelling, and boat insurance.

As Tanner grows, native reporting in Applied Epic gives staff easy access to analytic reporting they can customize. Accurate, real-time visualizations show how each department and role is doing, helping the team decide where to focus and where to pull back, driving better business decisions.

Ottawa, ON

Headquarters

35 Years

As an Applied Customer

Additional Info

Employees: 50+
Offices: 4

“Your management system is the platform critical to any success. Applied Epic is where we want to be because it is scalable. The analytic capabilities [were] critical in our decision to upgrade.”

Steven Tanner

President, Tanner Insurance Service Ltd. 

Additional Resources

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Plan for the next generation

Talk with our team about moving your brokerage to Applied Epic, with reporting configured for each department and role.

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