Expanding investment to manage continuous organic growth
When Hayes Parsons Insurance Brokers began the search for a technology partner, they were laser-focused on finding the right solution to help them manage steady organic growth. They also needed a foundational broker management system that automated essential business processes, allowing staff to spend more time offering exceptional customer service.
Integration for a seamless employee and customer experience
As Hayes Parsons Insurance Brokers strives to become fully digital, Applied Epic® gives them peace of mind that their core management system integrates with other technology as needs and trends change. Complete integration with Applied CSR24® and Applied Mobile® also provides their customers with self-service options and employees access to critical information from anywhere.
James Woollam said, “We believe Applied's capabilities will allow us to provide better automation for the team.” He also noted, “Clients want some responsibility for their insurance, and the self-service aspects of Applied’s software is something I think they will love.”
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Applied is ready to provide your business with the advanced insurance software and solutions you need to become a digital broker.