As an Applied Customer
The need for proper infrastructure to support rapid growth in multiple lines of business
Since Ted Dyste acquired and became President of Dyste Williams Insurance in 1992, the agency has grown every year. As Dyste Williams grew, it began to branch out into new blocks of business. “Right now we are in the process of acquiring another business that is solely group insurance,” said Dyste. “While we have experience in small group insurance, we are acquiring a block of business that is large group insurance.” Because of this rapid growth, the agency needed technology that enabled it to easily scale and integrate new business seamlessly.
Staff also needed mobility, in order to assist clients away from the office. “Being able to be at home or out of the office and access our data is really important to me,” said Dyste. “Very recently, we had a client who had a loss at their property and I wasn’t in the office at the time,” said Dyste. In order to satisfy the demand of its clients, Dyste Williams also required anytime, anywhere technology.
Applied Epic: An entire view of the customer across all lines of business
Dyste Williams Insurance leverages Applied Epic, the fastest-growing agency management system to manage the business, as well as give an entire view of the customer across all lines of business. The agency also utilizes Applied CSR24, the leading cloud-based client self-service software, and Applied Mobile, the first agent mobile application, to enable staff to manage important client information anytime, anywhere.
Seamless acquisitions: Easy expansion with scalable architecture
The highly-scalable architecture of Applied Epic provides Dyste Williams the flexibility and resources to quickly expand and integrate newly acquired businesses seamlessly. “With the tools provided by Applied Epic, we are confident that we will have the software to support the new acquisition,” said Dyste. Applied Epic’s single view into customers and business operations, as well as standardized data and workflows, enable the staff at Dyste Williams to quickly add new customers, lines of business and locations.
Applied CSR24 and Applied Mobile enable the Dyste Williams staff to work from home, they can also service clients while out in the field. “I was able to obtain the information that I needed to deliver service to a client in need. The customer was overjoyed because we could perform on the spot. So having that connectivity is critically important.”
Dyste Williams chose to partner with Applied because of the continued commitment to innovation and service to clients. Since 1992, the agency has had consistent growth due to connectivity through digital technology. Dyste continually looks to Applied to provide the software and services needed to achieve profitable results.
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