Prins Insurance, Inc.

Transitioning to an open, integrated platform creates connectivity and efficiency

Prins Insurance Inc. is a long-standing client of Applied Systems, using Applied TAM® as its agency management system for more than three decades. Applied TAM had served the agency’s needs for many years, but Amber Bosma, chief operating officer and chief financial officer, knew she needed to equip her team with the latest technology to ensure they remained successful and relevant in the industry.

With this in mind, Prins Insurance Inc. decided to migrate from Applied TAM to Applied Epic®. Being a smaller agency, it was important for the migration to be handled quickly and efficiently. They worked closely with their Applied team to establish a clear timeline and training, ensuring everyone felt comfortable and prepared for this significant move.

The implementation of Applied Epic wasn't just about upgrading the agency’s core system. It also allowed the agency to integrate other powerful platforms, such as Applied CSR24®, Applied Marketing Automation® and Ivans Download™, directly into its agency management system to streamline workflows. Staff no longer need to switch between disparate systems to complete day-to-day tasks.

Learn more about Prins Insurance Inc.’s experience migrating from Applied TAM and how they have embraced Applied Epic to future-proof their agency.