Riskwell

A unified AMS chosen through due diligence to support scalable growth

As Riskwell grew, its leadership recognized that its existing agency management system (AMS) was hindering the business rather than supporting it. The agency needed a scalable, integrated platform that could support the consistent execution and long-term growth of a 14-person, inside-sales-focused team specializing in commercial and real estate insurance.

Riskwell launched a formal due diligence process to evaluate leading enterprise solutions side by side and involved the team members who would rely on the system daily. Applied Epic® quickly emerged as the clear choice. Its intuitive user experience, tightly integrated capabilities and unified ecosystem positioned the AMS as the true hub of Riskwell’s technology stack. Applied’s integrated solutions, such as Epic Dashboards, Indio® and Applied CSR24®, work together seamlessly, offering a unified experience that truly stands out from disconnected third-party options.

AMS migration is often disruptive, but Riskwell’s experience proved otherwise. The Applied team delivered a structured, dependable implementation—from data conversion through onboarding—meeting expectations at every stage. Riskwell was fully live on Applied Epic, with confidence in both the platform and the partnership behind it, just three months after launch. Meaningful efficiency gains are already taking shape through standardized workflows, configurable task templates and automation that reduce manual effort and increase accountability. The removal of day-to-day friction allows the team to focus more time on clients and growth.

Riskwell approached the decision with a long-term mindset and selected an enterprise-grade platform designed to evolve. That choice will eliminate the need for future migrations and ensure technology continues to support the agency’s ambitions. Applied Epic now serves as the foundation for more efficient operations today while positioning Riskwell to build confidently for what’s next.