Insurance agents in an office chatting.
The Burley Group
Applied TAM, Applied CSR24 & Applied Mobile
"We are very proud of our 95% retention rate."
Michelle Bamford
Finance Director

Enable Greater Customer Retention and Efficiency with Integrated Technology

Providing the best possible customer service while increasing overall efficiency throughout their brokerage was paramount for the Burley Group. By leveraging Applied TAM, they were able to ensure that all of their data would be collected and secured in a single management system, enabling them to increase the efficiency of their internal business processes, and deliver a better, faster service for their existing customers. To attract prospects, the brokerage chose Applied CSR24 to emphasize their focus on customer service, and Applied Mobile to boost data accuracy, and increase the effectiveness of their producers.

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