Sea Mountain Insurance

Uncovering and acting on hidden exposures before they become costly gaps

As Sea Mountain Insurance expanded into new niches and served increasingly complex commercial clients, the agency recognized the need for deeper visibility into each client’s evolving operations. Businesses change quickly, and without the right tools, critical exposures can go unnoticed, putting both clients and the agency at risk.

To gain a clearer picture of every renewal and new business opportunity, Sea Mountain partnered with Applied to pilot Applied Book Builder™, leveraging data-driven insights to identify coverage gaps and support more informed client conversations. Integrated into their existing workflows within Applied Epic®, Applied Book Builder helps both seasoned and newer team members quickly understand a client’s full risk profile without the need for time-consuming research.

The impact was immediate. Sea Mountain now approaches renewals, onboarding, and prospecting with greater confidence, ensuring exposures are addressed early and conversations are more strategic. By equipping their team with actionable insight upfront, the agency strengthens protection for clients while supporting long-term growth.