Case Studies

Cleddau Insurance enhances business performance with the cloud

Cleaddau Insurance experienced rapid growth, but encountered scalability issues with its on-premise technology. The broker chose to migrate to Applied TAM to automate the business and ease its IT-related issues. Cleddau Insurance now benefits from a more agile and secure system, promoting business continuity and employee productivity.

"Just knowing we have a proven global technology leader supporting us is of enormous value. As we continue to grow, I foresee us always having an Applied presence in our business."

Stephen Vale

Branch Manager,
Cleddau Insurance


Cleddau Insurance steadily built its business through mergers and acquisitions, and organic business growth. As the broker’s book of business expanded, it no longer made sense to operate in a paper-driven environment or to have account executives managing IT. “Processes were quite slow, and our staff was overburdened with IT maintenance,” said Stephen Vale, branch manager, Cleddau Insurance. To keep pace with an evolving marketplace driven by digital technology, management at Cleddau began to search for a cloud-based broker management system. The company required enhanced technology that would accelerate its business, ease IT management challenges, and deliver better service to customers.


Management at Cleddau selected Applied TAM to manage its entire business. Applied TAM, the world’s most widely used cloud-based broker management system, provides brokers the ability to automate daily operational processes, management of customer policy information, and connectivity with insurers.

Cleddau chose to host Applied TAM in Applied Cloud. Applied Cloud is the only purpose-built cloud platform specific to the insurance industry. With access to operations recovery, backup encryption and data security, Applied Cloud provides advanced business continuity. Additionally, the Applied Cloud Services team provides all maintenance and upgrades during out of office hours, minimising business disruption.


Cleddau’s customer data is protected in the event of a disaster with industry-leading security from Applied Cloud. Employees also have remote access to the management system should they be unable to work from the office, creating improved business continuity. Applied TAMCloud enables the broker to focus on the business of insurance by providing the technology to enhance business continuity, increase data security, and reduce time and expenses spent managing IT-related issues. “In addition to the increased efficiencies and data protection Applied TAMCloud delivers, we’re becoming more productive with remote access to the system,” said Vale. “I was able to access the system from home after I sustained an injury, which helped tremendously. Just knowing we have a proven global technology leader supporting us is of enormous value. As we continue to grow, I foresee us always having an Applied presence in our business.” Cleddau’s strategic partnership with Applied creates opportunities for the broker to improve business operations and growth.

About Cleddau Insurance

Cleaddau Insurance is an independent insurance broker that provides a range of Personal Lines and Commercial Lines insurance. Founded in 1995, the broker provides cost effective insurance solutions to meet with the requirements of all customers.

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Company Snapshot

Headquarters: Pembrokeshire, UK
18 employees
3 offices

Software Leveraged

Applied TAM

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