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VANTREO Insurance Brokerage
VANTREO saves time while minimizing E&O with Indio’s bi-directional integration with Applied Epic.
Commercial Lines , Indio
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Scott Insurance
Indio helps Scott Insurance seamlessly transition to remote operations.
Case Studies, Indio, Commercial Lines
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Perspective Insurance
Perspective Insurance successfully operates remotely with technology.
Case Studies, Applied Epic, Applied Mobile, Applied CSR24, Applied Cloud, Cloud, Mobility
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Talladega Insurance Agency
Talladega Insurance Agency embraces digital technology and the cloud, giving staff greater mobility and customers the immediate service they expect.
Applied Cloud, Applied Mobile, IVANS Download, Digital Transformation, Cloud, Mobility, Insurer Connectivity
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Bouchard Insurance
Bouchard Insurance selects Indio to digitize commercial lines submissions.
Indio, Commercial Lines
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CalNonprofits Insurance Services
CalNonprofits Insurance Services gains a single view of its business and meets changing customer demands with digital technology.
Applied CSR24, Applied Epic, Mobility, Agency Management System, Insurer Connectivity, IVANS Markets
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ReNu Insurance Group
ReNu Insurance Group implemented digital agency software to enable a digital experience for staff and customers.
Applied CSR24, Applied Epic, Applied Mobile, IVANS Download, Applied Rater, Digital Transformation, Mobility, Agency Management System, Insurer Connectivity
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Diversified Insurance Solutions
Diversified Insurance Solutions shortens their sales cycle with Applied Benefits Designer.
Benefits, Applied Benefits Designer
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Watson Insurance Agency
A single system serves as one point of truth for Watson Insurance Agency, enabling for easy reporting.
Applied Epic, Applied CSR24, Applied Mobile, Applied Cloud, Agency Management System, Mobility, Cloud
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Waldo Agencies
Applied Benefits Designer enables Waldo Agencies to customize customer plan options in real time.
Applied Benefits Designer, Benefits
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The Seltzer Group
The Seltzer Group meets changing customer demands with omnichannel technology, enhancing the customer experience.
Applied Epic, Applied Mobile, Applied CSR24, Agency Management System, Mobility
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The Benefit Company
The Benefit Company eliminates paper and serves customers better with Applied Benefits Designer.
Benefits, Applied Benefits Designer
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Swingle Collins & Associates
A management system and self-service software enable Swingle Collins to enhance processes and the customer experience.
Applied Epic, Applied CSR24, Applied Cloud, Agency Management System, Mobility
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Pritchard & Jerden
Previously on multiple, disparate systems, Pritchard & Jerden become a digital agency for a completely connected experience.
Applied Epic, Applied Cloud, Applied CSR24, Digital Transformation, Mobility, Cloud
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Metz Stoller
Metz Stoller utilizes digital agency technology to improve efficiency and customer service.
Applied Epic, Applied Mobile, Agency Management System, Mobility
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Mercury Insurance
IVANS enables Mercury to easily connect and communicate with agencies to provide increased ease of doing business, strengthening current agency relationships.
IVANS Exchange, IVANS Download, IVANS Markets, Insurer Connectivity
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M3 Insurance
M3 Insurance conducts more productive client meetings with Applied Benefits Designer.
Applied Benefits Designer, Benefits
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HHM Insurors
Sales automation and mobile technology for staff enables HHM Insurors to enhance sales processes and improve profitability.
Applied Epic, Applied Mobile, Applied CSR24, Applied Cloud, Digital Transformation, Agency Management System, Mobility, Cloud
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Hall & Company
A management system and integrated technology has enabled Hall & Company to increase their new business hit rate by 20%.
Applied Epic, Applied CSR24, Applied Cloud, Agency Management System, Mobility
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Gnade Insurance
Self-service and mobile technology enables staff at Gnade Insurance to offer better and faster service without adding staff members.
Applied Epic, Applied Cloud, Applied CSR24, Applied Mobile, Agency Management System, Mobility
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Fisher Brown Bottrell Insurance
After a merger, Fisher Brown Bottrell leveraged digital technology to standardize data and workflows across multiple offices.
Applied Epic, Applied Mobile, Applied Rater, Applied Cloud, Agency Management System, Insurer Connectivity, Mobility, Cloud
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Employee Benefit Services
Employee Benefit of Services of Maryland uses Applied Benefit Designer to easily present proposals.
Benefits, Applied Benefits Designer
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Dyste Williams Insurance
A single agency management system provides Dyste Williams Insurance a complete view of the customer.
Applied Epic, Applied CSR24, Applied Mobile, Agency Management System, Mobility
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Condon-Meek Insurance
Condon-Meek enhanced internal operations and relationships with insurers and customers to become a digital agency.
Applied Epic, Applied CSR24, Applied Mobile, Digital Agency, Digital Transformation
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ChurchWest Insurance Services
ChurchWest Insurance Services manages two agencies’ data within one system, leveraging Applied Epic.
Applied Epic, Applied Cloud, Agency Management System
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Burns Insurance Agency
Burns Insurance switched to cloud technology for business continuity while also benefitting from enhanced security.
Applied Epic, Applied Cloud, Agency Management System, Cloud
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BHS Insurance
Leveraging a single agency management system, BHS Insurance automates their entire business.
Applied Epic, IVANS Markets, Insurer Connectivity, Agency Management System
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Bankers Insurance
Wanting a clear method of examining the opportunities available for download, Bankers Insurance leverages the IVANS Connections Report to manage their download connections.
IVANS Download, Insurer Connectivity
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BancorpSouth Insurance
Due to the efficiencies gained from their agency management system, BancorpSouth was able to take on even more business.
Applied Epic, Applied CSR24, Applied Mobile, Agency Management System, Mobility
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Ansay & Associates
Ansay & Associates became a digital agency to improve productivity and mobile access, boosting revenue per employee by 7%.
Applied Epic, Applied Mobile, Applied CSR24, Agency Management System, Mobility
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Anderson Insurance Associates
Analytics software provides Anderson Insurance Associates a look into key performance indicators for the business.
Applied Epic, Applied Analytics, Applied Cloud, Agency Management System, Data Analytics, Cloud
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Allegiance Insurance Services
Allegiance Insurance Services maximizes business development efforts by leveraging sales automation.
Applied Epic, IVANS Markets, Agency Management System, Insurer Connectivity
Ready to Learn More?
Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.