Customer Success

Condon-Meek Insurance

Benefit from becoming a digital agency

  • Condon Meek Logo

    Headquarters: Clearwater, FL
    Employees: 9+
    Offices: 1

  • 1954


    Founded

  • 4


    Years as an Applied customer

Increased competition and the need to leap into the digital future

Forward-thinking agency, Condon-Meek, was hampered by manual, administrative tasks and on-premise technology, prompting the agency to search for technology to enable flexibility and automation throughout the business. Management also wanted to better service customers anytime, anywhere, without having to grow the team. The agency needed integrated technology to bring them into the digital future and stand out from the competition – a solution that would create a connected experience across the insurance lifecycle.

Applied is going to help me grow in the future in multiple ways. One way is it’s an all-in-one program. I won’t have to purchase any other programs to be able to do what I need to do.

Trace Meek

President

The partnership with Applied to become a digital agency

Condon-Meek partnered with Applied to become a digital agency. The agency now benefits from a single view of the entire business, access to more insurers, and the ability to deliver anytime, anywhere service to clients. These solutions include Applied Epic, the fastest-growing agency management system in the world, Applied Mobile, the first insurance agent mobile application to bring client policy and sales information to mobile devices, Applied CSR24, the leading cloud-based client self-service software, and Applied Rater, a cloud-based insurance quoting application, automating real-time quoting workflows for more than 40 insurers in Florida.

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.

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  • 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.

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  • Simple line icon of a mobile phone and a tablet next to each other.

    Applied Mobile

    Empower your staff with the information they need on the go.

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The connected experience: Connecting throughout the agency, to its insureds and to its insurers

Since implementing Applied technology, Condon-Meek has seen significant growth. “We have written as much new business in the past four months as we did in the previous 12 months,” said Trace Meek, president, Condon-Meek, Inc. “I give a lot of that success to Applied and the ability to automate every aspect of our business.” Purpose-built for independent insurance agencies, Applied Epic provides essential capabilities for each stakeholder in the business to better manage customer relationships, sales opportunities, financial accounting, and policy and benefits administration across all lines of business.

Additionally, becoming a digital agency has enabled Condon-Meek to provide better customer service. “Recently, I had a client that needed an auto ID card, and it was a Saturday,” said Meek. “Applied CSR24 has provided us the ability to enable our clients to click it, pull it up, and send it to wherever it needed to go. I don’t think I’ll ever lose that client for life.” The agency’s producers also benefit from the ability to provide anytime, anywhere service. Applied Mobile enables producers to be out in the field and service customers while also updating critical client information and sales activities via their mobile phone, directly connecting with Applied Epic in the office.

Condon-Meek is also better equipped to connect to insurers with Applied Rater. “With so many insurers, it’s hard to stay on top of what they’re writing,” said Meek. “Applied Rater enables my staff to input the data once, see what hits, and be able to come back to the client faster.” Through automated quoting workflows, the agency can improve its customer service and drive business growth. Investing in the technology to become a digital agency has enabled Condon-Meek to experience significant operational efficiency and business growth. With capabilities to automate the entire agency, Condon-Meek is prepared to take advantage of the benefits provided by the digital transformation of insurance.

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.