Headquarters: Edmonton, AB
Years as an Applied Customer
The need to standardize processes across multiple offices and automate the entire brokerage
Drayden Insurance Ltd has a staff of 165 across multiple offices and needed a single system to standardize data and workflows to increase efficiency and ensure data consistency across offices. The customer experience is also a major focus for Drayden. The staff needed a system that automate operations, reducing time spent on administrative tasks and provide more time to service customers.
With staff now able to compile their own reports for their managers in an automated fashion, we are saving a lot of time.
SVP and CFO
The decision to manage operations with digital technology
Drayden chose Applied Epic to streamline business operations and standardize data across all eight offices. The management team at Drayden also leverages consistent, enterprise-wide reporting of Applied Epic to efficiently manage business operations across multiple geographies in one application. Staff are able to schedule reports and view their progress against projected their goals.
Applied Epic has also been instrumental in improving customer service. “In Applied Epic, we can send emails and newsletters, and really manage our marketing efforts to keep in touch with the clients that we might not see that often,” said Belovich. From a sales perspective, cross-selling and upselling are automated within Applied Epic. “Our goal is to wholly take care of our clients, and when they write more types of business with us, we can provide better rates and service,” said Belovich.
Standardized workflows: Added ease of doing business and time to spend with clients
Applied Epic automates business operations around workflows that enable Drayden to increase staff efficiency, while ensuring consistent delivery of high-level service to its clients. The standardized workflows across all offices was an important factor in choosing Applied Epic. “We are confident in the accuracy and consistencies of our data. And, knowing that staff is completing processes the same way across all offices is critical,” said Belovich. The workflows are tailored to Drayden, with easy drag and drop capabilities and activities with detailed notes. Drayden now spends less time to complete change requests and process new business because of the workflows. “There isn’t a lot of extra clicking, so we are seeing productivity savings in that area,” said Belovich.
In the last year, Drayden has seen client retention increase as the added efficiencies from Applied Epic enable staff to spend more time focusing on customers. “From the efficiencies gained with Applied Epic workflows, we are able to spend more time with clients and provide strategic advice and counsel,” said Belovich. “Applied enables us to provide a better client experience and spend more time with the client and less time on data entry and servicing.” Drayden continues to see significant growth with the use of Applied technology.
Western Financial Group
After losing time on technological issues, Western Financial moved to the cloud and gained more time for customers.
Applied Epic, Applied Cloud, Cloud, Broker Management System
By implementing omnichannel customer service technology, Go Insurance has increased its leads by 300%.
Applied Epic, Applied CSR24, Applied Cloud, Mobile, Digital Transformation, Broker Management System
BHIB Insurance Brokers
Digital technology enables BHIB to standardise business processes and meet changing customer demands.
Applied Epic, Applied Mobile, Broker Management System, Mobile
Ready to Learn More?
Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.