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The Winchester Group
The Winchester Group won three new accounts in three months with Applied Benefits Designer.
Applied Benefits Designer, Benefits
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Employee Benefit Services
Employee Benefit of Services of Maryland uses Applied Benefit Designer to easily present proposals.
Applied Benefits Designer, Benefits
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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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The Benefit Company
The Benefit Company eliminates paper and serves customers better with Applied Benefits Designer.
Applied Benefits Designer, Benefits
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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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Diversified Insurance Solutions
Diversified Insurance Solutions shortens their sales cycle with Applied Benefits Designer.
Applied Benefits Designer, Benefits
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ReNu Insurance Group
ReNu Insurance Group implemented digital agency software to enable a digital experience for staff and customers.
Agency Management System, Applied CSR24, Applied Epic, Applied Mobile, Applied Rater, Digital Transformation, Insurer Connectivity, IVANS Download, 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 CSR24, Applied Epic, 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.
Agency Management System, Applied Cloud, Applied Epic
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Allegiance Insurance Services
Allegiance Insurance Services maximizes business development efforts by leveraging sales automation.
Agency Management System, Applied Epic, Insurer Connectivity, IVANS Markets
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The Motorists Insurance Group
By automating connectivity and data exchange with agencies, The Motorists Insurance Group improves client retention and offers increased flexibility to agents.
Insurer Connectivity, IVANS Download, IVANS Exchange, IVANS Markets
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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.
Insurer Connectivity, IVANS Download
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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.
Insurer Connectivity, IVANS Download, IVANS Exchange, IVANS Markets
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Hill & Hamilton Insurance Company
Previously leveraging different management systems in five offices, Hill & Hamilton implemented digital technology to maximize connectivity.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Applied Mobile, Applied Rater, Cloud, Digital Transformation, Insurer Connectivity, IVANS Download, IVANS Markets
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BHS Insurance
Leveraging a single agency management system, BHS Insurance automates their entire business.
Agency Management System, Applied Epic, Insurer Connectivity, IVANS Markets
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Metz Stoller
Metz Stoller utilizes digital agency technology to improve efficiency and customer service.
Agency Management System, Applied Epic, Applied Mobile, Mobility
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Pritchard & Jerden
Previously on multiple, disparate systems, Pritchard & Jerden become a digital agency for a completely connected experience.
Applied Cloud, Applied CSR24, Applied Epic, Cloud, Digital Transformation, Mobility
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Dyste Williams Insurance
A single agency management system provides Dyste Williams Insurance a complete view of the customer.
Agency Management System, Applied CSR24, Applied Epic, Applied Mobile, Mobility
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Vantreo Insurance Brokerage
With easy integration and on-demand access to client information, a foundational management system enables Vantreo to save valuable time and focus more energy on growing their business.
Agency Management System, Applied Cloud, Applied Epic, Cloud
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Weatherby-Eisenrich Insurance
Utilizing sales automation, staff at Weatherby-Eisenrich Insurance easily manage their pipeline.
Agency Management System, Applied Cloud, Applied Epic
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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.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Applied Mobile, Mobility
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HHM Insurors
Sales automation and mobile technology for staff enables HHM Insurors to enhance sales processes and improve profitability.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Applied Mobile, Cloud, Digital Transformation, Mobility
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Anderson Insurance Associates
Analytics software provides Anderson Insurance Associates a look into key performance indicators for the business.
Agency Management System, Applied Analytics, Applied Cloud, Applied Epic, Cloud, Data Analytics
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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.
Agency Management System, Applied Cloud, Applied Epic, Applied Mobile, Applied Rater, Cloud, Insurer Connectivity, Mobility
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Watson Insurance Agency
A single system serves as one point of truth for Watson Insurance Agency, enabling for easy reporting.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Applied Mobile, Cloud, 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%.
Agency Management System, Applied CSR24, Applied Epic, Applied Mobile, Mobility
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Swingle Collins & Associates
A management system and self-service software enable Swingle Collins to enhance processes and the customer experience.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Mobility
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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.
Agency Management System, Applied CSR24, Applied Epic, Applied Mobile, Mobility
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Burns Insurance Agency
Burns Insurance switched to cloud technology for business continuity while also benefitting from enhanced security.
Agency Management System, Applied Cloud, Applied Epic, Cloud
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The Seltzer Group
The Seltzer Group meets changing customer demands with omnichannel technology, enhancing the customer experience.
Agency Management System, Applied CSR24, Applied Epic, Applied Mobile, Mobility
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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%.
Agency Management System, Applied Cloud, Applied CSR24, Applied Epic, Mobility
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.