Customer Success

CalNonprofits Insurance Services

Differentiate your agency with digital technology

See the Story

  • Headquarters: Capitola, CA
    Employees: 40+
    Offices: 3

  • 1984

    Founded

  • 9

    Years as an Applied Customer

The need to efficiently communicate with employees and clients

CalNonprofits transformed into a digital agency to seamlessly manage its entire business – from sales to servicing – in a single, integrated system. As a digital agency, they are able to communicate with staff, insurer partners and customers in ways that are more convenient. Learn more about the role digital technology is playing in how CalNonprofits attracts and retains its customers and staff for success today and into the future.

Being a digital agency is important for our agency because we are constantly looking for ways to make it easier and more efficient for our employees and our clients to do business.

Colleen Lazanich

CEO

Explore Software Leveraged

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied Epic

    Manage all lines of business across all locations and roles in a single application.

    Explore Solution
  • Simple line icon of a laptop with an arrow pointing to a tablet with an arrow pointing to a smartphone with an arrow point to the laptop

    Applied CSR24

    Deliver a more connected 24/7 client experience.

    Explore Solution
  • simple line icon of a laptop with magnifying glass in center of the laptopscreen

    IVANS Markets

    Find the best markets for your commercial risks.

    Explore Solution

Related Stories

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.