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Applied Systems Announces 2021 Pinnacle Award Winners

23 August 2021

Top customer recognition for technology innovation, business success and partnership in the digital ecosystem of insurance

UNIVERSITY PARK, Ill. – August 23, 2021 – Applied Systems® today presented its annual Pinnacle Awards during Applied Net 2021, the world’s largest virtual gathering of independent agents, brokers, insurers and MGAs. As the company’s highest customer honor, the Pinnacle Awards recognize partnerships with Applied Systems and celebrate innovative use of the company’s technology in driving digital transformation for the recipient’s business and the rest of the insurance industry.

The 2021 Pinnacle Award winners are Travelers, The A-Plan Group, Core Assurance Partners, Compass Insurance and Platform Insurance. Award recipients are selected based on their embodiment of the spirit of the Pinnacle Award, including innovation in product deployment, the power of partnership, and the ability to deliver tangible business results to their organizations and the insurance industry.

“It is crucial for companies to have digital connectivity in order to allow new and innovative business processes and revolutionize their customer service models,” said Taylor Rhodes, chief executive officer, Applied Systems. “We are proud to announce our Pinnacle Award winners, who are leading-edge organizations, paving the way in utilizing digital technology to bring productivity, simplicity, connectivity, intelligence and value to their businesses, their customers and across the entire Digital Ecosystem of Insurance.”

2021 Pinnacle Award Winners

Travelers has earned a reputation as one of the best property casualty insurers in the industry because of the exceptional service it provides to its agents, brokers and customers. The company’s expertise and focus on innovation have made it a leader in personal, business and specialty insurance and the only property casualty company in the Dow Jones Industrial Average. Travelers has a longstanding relationship with IVANS and recently expanded its strategic partnership to support the development of commercial lines quoting and submissions through the IVANS Distribution Platform.

A-Plan Group is one of the largest specialist insurance distribution groups in the United Kingdom. A lighthouse customer to bring Applied Epic to the UK market, A-Plan consolidated various systems across more than 100 office locations into a single system of record for its high-growth personal lines book of business. The broker uses standardized automated workflows that are consistent across each location, enabling the ongoing development of model office processes. Integrating customer service tools, such as Applied CSR24 and Applied Mobile, to deliver premier, digital experiences to their customers and staff, A-Plan has increased their Net Promoter Score to 86%in just two years and the business has continued to show strong growth. 

Compass Insurance was founded in 2002 as an avenue of choice. The independent agency implemented the EZLynx Management System shortly after opening its doors, growing to more than 10,000 policies in 10 years. Becoming an early adopter of the EZLynx Retention Center, Compass Insurance improved their retention rate by 14 points. Now with nearly 15,000 policies, the agency is an active advocate in pushing new EZLynx innovation that can more broadly support and drive growth for other independent agents.

Core Assurance Partners is an insurance, surety, and risk management firm, based in Hampton Roads, Virginia. Opened in 2017, the agency quickly grew with its technology-first culture. Core Assurance Partners was an early adopter of Applied Epic for Salesforce, recognizing the opportunity to grow by connecting its front and back-office operations through the world’s #1 CRM and the world’s most-widely used management system. As a true Digital Agency, Core Assurance also   leverages Applied Benefits Designer® to manage its benefits business, and Applied Analytics® to enhance core operational productivity and gain intelligent business insights, plus Applied CSR24®, Applied Mobile®, and Indio for a truly digitally connected experience for its customers and staff.

PLATFORM Insurance is a boutique brokerage with three offices across Canada that delivers specialized insurance and bonding solutions. Since 2014, Applied Epic has provided essential capabilities for each stakeholder of the business to manage operations and relationships more effectively with insurer partners and insureds, enabling the brokerage to grow their largely commercial lines business. Platform Insurance has carefully chosen the tech stack that works best for their unique business, integrating various customer service tools and insurer connectivity technology to deliver a complete digital experience for their staff and their customers.


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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

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