Fort Lauderdale, FL
Headquarters
10 Years
As an Applied Customer
Additional Info
Employees: 24
Offices: 1
Solutions
One platform to support continuous growth
Cothram Risk & Insurance Services launched its business with a clear long-term vision for scalable growth in the commercial middle market. The agency started fresh with no inherited book of business and needed a technology foundation built for where the company was headed, not just where it began.
Applied Epic® serves as the agency’s core system, establishing data continuity from day one and eliminating inefficiencies caused by disconnected tools. As the organization expanded, they adopted Indio® to streamline supplemental data collection and renewals and Applied Pay® to modernize how clients submit payments. These integrated solutions reduce manual work, improve visibility across the business, and support efficient growth while meeting evolving client expectations.
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