Preferred Consultant Program

Applied’s Preferred Consultant Partners are carefully selected organizations that are advocates for the Applied portfolio of solutions. Their familiarity with our products, borne out of their involvement in the program, puts them in a prime position to recommend the most suitable applications of Applied products for your business.

These consultants have direct access to Applied Epic® and several of Applied’s extended solutions. They also participate in regular informational webinars with Applied’s Customer Success experts, where they obtain valuable insights about our products and share feedback from their perspective. This dialogue, in turn, allows them to provide improved, informed services to you.

Preferred Consultant Program Partners

AB Solutions, Inc.

Preferred Consultant Partner

AB Solutions is a consulting organization specializing in the independent insurance agency marketplace providing services related to agency operations. This includes the development of office procedures, configuration of the Agency Management System, creating advanced custom integrations for templates and reports, etc.
Alexant Systems Corporation

Preferred Consultant Partner

Since 1993, Alexant has delivered technology solutions that help spur the growth of Independent insurance agencies. In addition to superior Network and IT solutions/support, we offer consulting by Sue Good, our senior consultant. Sue’s proficiencies span Accounting, Workflows, Reports and Data Integrity, setting agencies on their way to significantly minimize overhead costs, maximize reporting capabilities, and empower her clients to make informed business decisions with confidence.
Archway Computer

Preferred Consultant Partner

Archway Computer is a premier IT support provider with over 30 years of experience, specializing in cutting-edge technology services tailored for independent insurance agencies across the U.S. Serving over 400 clients, we understand the vital role of reliable IT support in today’s fast-paced, technology-driven environment. That’s why Archway Computer offers comprehensive, customized solutions designed to meet the specific needs of your agency, ensuring you thrive in the competitive digital landscape.
Catalyit

Preferred Consultant Partner

Catalyit helps independent insurance agents leverage their technology to increase profit. Subscribing to Catalyit gives you access to tech assessment tools, training, and a community of peers.
Dana Beals Consulting

Preferred Consultant Partner

Dana Beals Consulting provides assistance with optimizing Applied Epic to improve efficiency and maximize the features that meet agencies' business needs. With a thorough understanding of an agency's customized workflows, they guide their clients through the implementation process when moving to Applied Epic.
DGC Accounting Consulting

Preferred Consultant Partner

DGC Accounting Consulting provides insurance accounting services to small and medium-sized companies looking to outsource their accounting functions. Services include monthly bookkeeping, data migration preparation and insurance accounting for the Applied suite of products.
Insurance Accounting Services, Inc.

Preferred Consultant Partner

Insurance Accounting Services offer a tiered approach to their accounting services, defined as Basic, Intermediate, and Advanced. Whether a company requires a Bookkeeper, a part-time Controller or something in-between, Insurance Accounting Services can design a package that is tailored to fit the specific budget and business objectives of any client.
Insurance Agency Accounting & Bookkeeping (IAAB)

Preferred Consultant Partner

IAAB is the leading outsourced bookkeeping and accounting firm for Applied Epic. Founded in 2007 to help Independent Insurance Agencies throughout the United States manage their accounting and bookkeeping, IAAB is headquartered in Connecticut and has over 60 bookkeepers throughout the USA.
Linchpin-IT

Preferred Consultant Partner

Linchpin-IT is a national IT firm that specializes in serving the insurance industry. For over 25 years, its team of insurance professionals, computer engineers and coders has provided end-to-end technology management solutions that include advanced hardware and software networking and custom-coded AI tasks and workflow applications.
Maureen Boeing Consulting

Preferred Consultant Partner

Maureen Boeing Consulting works with insurance agencies to understand current operations and identify a path to meet agency goals for automation, profitability, and future growth. Services include software conversion assistance, agency operations consulting, configuration guidance, overall training and workflow development, and accounting assistance.
Redbird Security

Preferred Consultant Partner

Redbird Security supports businesses with their IT infrastructure with a focus on securing networks. Services include managed services, security event and information management, and overall vulnerability scanning.
Rhodian Group

Preferred Consultant Partner

Rhodian Group has what it takes to create accessible, reliable, and secure work environments for your whole team. From virtual desktops with 24×7 domestic support to cybersecurity risk assessments and consulting services, Rhodian Group is ready to help.
Trudeau Insurance Software Consultants

Preferred Consultant Partner

Trudeau Insurance Software Consultants specializes in the Applied suite of products. Services include system utilizations which review system setup, workflow audits and customized user manuals. Additional services include training staff on commercial lines, personal lines, benefits and accounting.