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Leeds, England

Headquarters

9 Years

Building our business with Applied

Additional Info

Employees: 200
Offices: 8

 
 

Building an agile strategy on an open and secure platform

Romero Insurance Brokers, based in Leeds and founded in 1997, has grown to become one of the largest independent brokers in the UK. As an insurance broker serving both commercial and private clients and the sports and leisure sector, they expanded their investments to support their growth strategy by migrating from Applied TAM® to Applied Epic® in 2019.

With a significant portion of their business placed within a specialised market, Romero Insurance Brokers began searching for a modern management system to scale alongside their brokerage. Simon Mabb, Managing Director, said, "After two years of looking, we picked the Epic system. We've now been on the system for a couple of years. It took us a good deal of time to understand what was out there, but what we like about the system is that it's an open system."

 
The big benefit for us working with Applied Systems is they're keen, they want to develop the market.

Simon Mabb

Managing Director, Romero Insurance Brokers
 
 

Discovering the Epic Difference

Romero Insurance Brokers chose Applied Epic as their broker management system for several reasons, like:

Scalability

The flexibility to grow and peace of mind that Applied Epic can integrate with other platforms as the business expands.

Manage All Lines of Business

See all lines of business holistically, in one place, and never leave your system.

Increased Automation

The ability to auto-generate reports, schedule client email/SMS communications, and automate premium debits.

Reduction of Manual Input

Minimise the need for manual workflow monitoring. Each workflow can be configured to help guide staff step by step, potentially eliminating the need for auditing from a process perspective.

Improved Efficiency

Applied Epic offers essential features to manage all policy and servicing workflows, online customer interactions, and eTrading connectivity for personal and commercial lines. It also supports complex risk management and has an open architecture that facilitates easy integration with third-party platforms for managing scheme business.

Management Information/Reporting Dashboards

Gathering critical information related to claims, broking, sales, or management is now easier than ever. All staff can effectively manage their workloads and monitor financial performance using customisable dashboards that show potential income, upcoming renewals, and outstanding tasks relevant to their roles and responsibilities.

Client Portal/Mobile

Seamless integration with AppliedMobile® and Applied CSR24®. Browser-based technologies and mobile apps allow for easy and secure online/on-the-go remote field-based access for staff, providing a similar experience (look and operation) to other apps and online services they use on phones and tablets.

Simon Mabb said, “The relationship we have with Applied creates value by the speed of getting things done.” He added, “In this day and age with technology, speed is absolutely key. So, whether it's changing rates or updating something that we need to do, we're in a position to be able to deliver that.”

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.