Featured Customer
Schneider & Associates Insurance Agency
Easily collect and process premiums with a digital payments platform.
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                                    Hylant
Hylant, a family-owned insurance broker, creates efficiency and a singular view of clients with Epic Benefits.
- Applied Epic,
 - Applied Pay,
 - Indio
 
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                                    Towne Insurance
Learn how Towne Insurance transformed their insurance application and submission process with Indio.
- Data Analytics,
 - Applied CSR24,
 - Applied Epic,
 - Indio
 
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                                    The Accel Group
The Accel Group saves time and standardizes agency branding with Applied Benefits Designer and Employee Navigator integration.
- Applied Benefits Designer,
 - Applied Epic,
 - Benefits
 
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                                    Prins Insurance, Inc.
Learn about Prins Insurance Inc.’s experience migrating from Applied TAM and how they have embraced Applied Epic to future-proof their agency.
- Agency Management System,
 - Applied Marketing Automation,
 - Applied Epic,
 - Ivans Download,
 - Applied CSR24
 
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                                    Rollo Insurance Group
Rollo Insurance Group saves time and streamlines quoting workflows with Tarmika and Epic Quotes Commercial Lines.
- Commercial Lines,
 - Tarmika,
 - Epic Quotes Commercial Lines
 
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                                    Skogman Insurance
Skogman Insurance saves time and creates connectivity with Epic Browser.
- Digital Payments,
 - Agency Management System,
 - Applied Pay,
 - Applied Epic Dashboards,
 - Applied Epic Browser,
 - Applied Epic
 
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                                    Combined Agents of America
Combined Agents of America and Applied work together to optimize Applied Digital Agency for their network of agencies.
- Applied Epic,
 - Applied Pay,
 - Applied Mobile,
 - Applied CSR24
 
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                                    The Baldwin Group
The Baldwin Group improves the customer experience and accounting processes with Applied Pay.
- Applied Epic,
 - Applied CSR24,
 - Applied Mobile,
 - Applied Pay,
 - Indio
 
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                                    Bravera Insurance
Bravera Insurance saves time by automating marketing campaigns with Applied Marketing Automation’s integration with Applied Epic.
- Applied Marketing Automation,
 - Applied Epic,
 - Applied Epic Browser,
 - Applied Benefits Designer,
 - Benefits
 
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                                    Snellings Walters
Snellings Walters saves time and receives funds faster with Applied Pay.
- Applied CSR24,
 - Applied Pay,
 - Applied Epic,
 - Indio
 
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                                    High Street Insurance Partners
Consolidating disparate systems into one foundational system improves workflows for High Street Insurance Partners.
- Applied Epic,
 - Agency Management System,
 - Applied Pay,
 - Commercial Lines
 
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                                    HUB International
HUB International partners with Applied to eliminate disparate systems and redundant workflows.
- Tarmika,
 - Epic Quotes Commercial Lines,
 - Applied CSR24,
 - Applied Epic
 
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                                    IMA Finance Group
IMA Finance Group gains greater accessibility, security and performance improvements with browser capabilities.
- Commercial Lines,
 - Applied Epic
 
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                                    Seabury, Copland and Anderson
An experienced migration team helps Seabury, Copland and Anderson seamlessly move to a new management system.
- Applied Epic,
 - Agency Management System,
 - Digital Agency
 
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                                    Acrisure Great Lakes
Acrisure Great Lakes stays on top of changing coverage options with automated market appetite in Tarmika.
- Tarmika
 
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                                    Insurance Office of America
Insurance Office of America adopts innovative technologies to grow the business and win over customers and top-tier talent.
- Applied Epic,
 - Applied CSR24,
 - Applied Epic for Salesforce,
 - Indio,
 - Digital Agency,
 - Agency Management System,
 - Mobility,
 - Commercial Lines
 
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                                    Schneider & Associates Insurance Agency
Schneider Insurance gives clients a superior payment experience with Applied Pay.
- Applied Epic,
 - Applied CSR24,
 - Digital Payments,
 - Applied Pay
 
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                                    Core Assurance Partners
Starting a new agency isn’t easy, but having the right technology partner to collaborate with helps ensure your business venture succeeds.
- Applied Analytics,
 - Applied CSR24,
 - Applied Epic,
 - Applied Mobile,
 - Applied Epic for Salesforce
 
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                                    Cadence Insurance
A suite of cloud-based products helps Cadence Insurance grow and attract top-tier talent.
- Applied Epic,
 - Tarmika,
 - Applied Analytics,
 - Commercial Lines,
 - Applied CSR24,
 - Data Analytics,
 - Agency Management System,
 - Digital Agency,
 - 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.
- Insurer Connectivity,
 - Agency Management System,
 - Mobility,
 - Applied Epic,
 - Applied Mobile,
 - Ivans Download
 
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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.
- Agency Management System,
 - Insurer Connectivity,
 - Mobility,
 - Applied Epic,
 - Applied CSR24,
 - Ivans
 
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                                    ReNu Insurance Group
ReNu Insurance Group implemented digital agency software to enable a digital experience for staff and customers.
- Digital Agency,
 - Applied Epic,
 - Applied CSR24,
 - Applied Mobile
 
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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 CSR24,
 - Applied Epic,
 - Applied Cloud,
 - Agency Management System,
 - Digital Agency
 
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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 Mobile,
 - Applied CSR24,
 - Digital Agency
 
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                                    Dyste Williams Insurance
A single agency management system provides Dyste Williams Insurance a complete view of the customer.
- Applied CSR24,
 - Applied Epic,
 - Applied Mobile,
 - Digital Agency,
 - Benefits
 
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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
 
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                                    Burns Insurance Agency
Based in a rural area, Burns Insurance moved to the cloud for improved business continuity and enhanced security.
- Applied Epic,
 - Applied Cloud
 
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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,
 - Agency Management System,
 - Applied CSR24,
 - Digital Agency,
 - Applied Mobile
 
 
Ready to Learn More?
When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.