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Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance. Learn More

Capitola, CA


11 Years

As an Applied Customer

Additional Info

Employees: 40+
Offices: 3


The need to efficiently communicate with employees and clients

CalNonprofits Insurance Services 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 Insurance Services 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, CalNonprofits Insurance Services

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.