Efficiency Gains and Elevated Customer Engagement

Norton Insurance Brokers has experienced significant improvements in its operations and customer engagement since implementing Applied technology. With Applied Epic®, customers can interact with their brokerage anytime, access insurance information and policy documents, pay bills online, and send messages via their online portal. This has been invaluable to them, giving customers more freedom and flexibility in communicating with the organisation.

According to Mark Wilkinson, "In the first six months of going live, the most significant improvements were around document delivery, the ability to send out documents immediately, and not wait for insurers with lots of time delays. Our key goal was always to talk to a customer and issue documents in real time." Applied Epic has enhanced Norton's capabilities in quoting new and existing business. Mark Wilkinson added, "We can quote and bind in one conversation with the customer, and the renewal lifecycle has become much more streamlined. We're operating significantly ahead of where we used to be, and we've seen some incredible time savings and increased productivity in those areas."