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Customer Stories

Applied helps agencies and carriers get work done

Insurance technology case studies from every stage of the policy lifecycle. Start with your side of the business. 

 

Agencies run the whole book in one place 

Getting more from every client relationship with Applied Epic means faster service, less manual work, and more time spent on growth. When agents work in the industry's most connected management system with intelligent automation built into every workflow, they can effectively increase capacity, retain more business, and compete at any scale. 

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I look at Applied as an extension of the AA, when I have a problem, I can pick up the phone to Applied and my problem becomes our problem.

Tommie O’Malley · Head of IT Operations

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Applied has helped us become more efficient, save costs, and gain a competitive advantage. If we didn’t have Applied, we certainly wouldn’t be doing as well as we are today.

Tony Doyle · Managing Director

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Applied gave us a clear vision of how technology could improve our business, providing innovative solutions to operating problems.

Mark Bourke · Director of General Health & Insurance

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Without a doubt, Applied is one of the key stakeholders and core elements of our business.

Aiden Lacey · Finance Director

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Insurers and financial planning firms build stronger relationships

When insurers and MGAs reach brokers inside the systems they already use, they can trade more efficiently and grow their business. And when financial planning firms manage every client relationship in one system, they can spot gaps in the sales pipeline and keep compliance tracking simple.

Featured insurer stories

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More Insurer and Financial Planning Stories

It’s key that we work with Applied to continue to deliver innovative solutions to the market. eDocs is a prime example of where we have done that.

Jim Byrne · Underwriting Team Manager

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If we need to make a change, we can just go straight on to Applied Riskhandler and release product updates live.

Brian Hughes · Director of Underwriting

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Very quickly Applied WealthTrack will show you where the gaps in your sales process are.

Stephen Gillmor · Director of Financial Services

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