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Become a Best Practices Agency

Become a Best Practices Agency, one of the industry’s most prestigious recognitions, and learn new strategies to improve your business. 2019 marks a new cycle for the Best Practices Agency study. Join Applied and Reagan Consulting to learn why your agency should participate in this year’s study. Watch the on-demand webinar to learn why your agency should participate in this year’s study and take your first step to being recognized as a Best Practices Agency.

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Agency-Insurer Connectivity: An IVANS Annual Report

IVANS recently conducted a survey to understand agent and insurer demand for increased insurer connectivity and digital collaboration. Read this report to learn about the state of connectivity and the opportunity to align digital initiatives for the benefit of all stakeholders – agencies, insurers, and insureds.

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Why Being a Digital Agency Matters to Your Business

To thrive now and in the future, businesses must accept that the digital age of insurance is here and decisively move to becoming a digital agency. View the infographic now to learn more about the core characteristics of a Digital Agency and how your business can benefit from becoming digital.

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Customer Success

CalNonprofits Insurance Services

Differentiate your agency with digital technology

Headquarters: Capitola, CA
Employees: 40+
Offices: 3
1984

Founded
7

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

Applied Epic

Manage all lines of business across all locations and roles in a single application.
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Applied CSR24

Deliver a more connected 24/7 client experience.
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IVANS Markets

Find the best markets for your commercial risks.
Explore Solution

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