Englewood, CO
Headquarters
28 Years
As an Applied Customer
Additional Info
Employees: 70
Offices: 1
Solutions
Manual reconciliation strained people and processes
As agencies grow, operational complexity grows with them. More carrier relationships, higher premium volume, and expanding client portfolios increase the demands placed on accounting teams. What once felt manageable can quickly become time-intensive and difficult to scale — especially when it comes to reconciliation.
For CRS Insurance Brokerage, reconciliation had become a manual, spreadsheet-heavy process that relied on individual effort rather than system-driven consistency. Leadership recognized that if they wanted to continue growing without adding risk or headcount, something had to change.
CRS Insurance Brokerage’s reconciliation process required extensive manual work each month. Carrier statements arrived in varying formats, and accounting staff had to compare them against internal records using spreadsheets and offline tools. Discrepancies were often uncovered late in the cycle, requiring additional investigation and follow-up. As premium volume increased, so did the strain on the team. Reconciliation cycles took longer. Visibility into variances was limited.
The inefficiencies created more than inconvenience — they introduced operational risk. Delayed variance detection affected reporting timelines. Manual tracking increased the possibility of oversight. Month-end close required concentrated effort, leaving little room for strategic financial analysis.
Leadership recognized that if they wanted to continue growing without adding risk or headcount, something had to change. The agency needed a way to reduce manual effort, improve accuracy, and create a more scalable reconciliation process — without disrupting the systems the team already relied on.
A unified reconciliation engine with Applied Recon
Applied Recon replaced manual comparisons with automated matching between carrier statements and Applied Epic records. Rather than digging through reports to identify discrepancies, the system flags variances automatically, allowing staff to focus on resolution rather than detection.
Because Applied Recon is fully integrated within Applied Epic, the team can reference account details while reconciling carrier statements — without switching tools or recreating data manually.
“Applied Recon was the obvious choice for us because it’s so Applied Epic-friendly. Since we already use Applied Epic every day, having Applied Recon fully integrated just made sense,” said Kendall Howard, Senior Accounting Associate.
The onboarding process was smooth and intuitive, enabling CRS Insurance Brokerage to adopt the solution quickly and begin realizing benefits early on. Applied Recon’s ability to remember recurring patterns and store prior statement behavior further improved efficiency and consistency.
CRS Insurance Brokerage also viewed Applied Recon as an important step toward elevating staff into more strategic work by reducing time spent on repetitive manual tasks.
“Our focus has been on how to elevate our staff. Applied Recon plays a big role in that by automating the manual entry and reconciliation work that used to take so much time. When technology handles those tasks, our team can grow into more strategic, higher-value work,” said Eric Johnson, Managing Partner.
A seamless, integrated approach to reconciliation
Even with a limited number of carrier statements mapped in the early stages, CRS Insurance Brokerage immediately saw efficiency gains. Applied Recon has already reduced manual reconciliation time and provided faster visibility into discrepancies.
“The recording process is definitely the simplest part of reconciliation now. With Applied Recon, matching what the account manager inputs to the policy numbers on the statement is so much easier. Being able to fix discrepancies and add policy numbers so Applied Epic remembers them going forward is huge — it makes the whole process more user-friendly for our account management team,” said Kendall Howard, Senior Accounting Associate, CRS Insurance Brokerage.
CRS Insurance Brokerage has strengthened its financial controls and improved accuracy by integrating Applied Recon directly into Applied Epic, giving the accounting team a more predictable, scalable, and less manual month-end process. As more statements are mapped and automated downloads expand, the agency expects reconciliation to accelerate even further—building a strong financial foundation that frees staff to focus on higher-value work.
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