Towne Insurance

Reducing application processing from weeks to minutes

Towne Insurance recognized the pressing need to enhance its operational efficiency and client interactions to remain competitive and provide the best possible service to their customers. As long-standing Applied Epic® users, the agency sought out Applied technology to simplify the submission process for documents.

With these clear objectives in mind, Towne Insurance strategically implemented a suite of Applied solutions, including Indio® and Shield24 (Applied CSR24®), specifically chosen to streamline the exchange of documents with clients and ensure they could easily upload submissions and receive timely responses. Towne Insurance worked closely with Applied to ensure a successful transition and widespread adoption, focusing on continuous training and creating a plan to establish "power users" at each location to conduct training sessions where users could work on actual submissions.

Since using Indio, the agency has seen a dramatic reduction in the time needed to process applications, with submissions sometimes arriving on the same day – a vast improvement from taking days or even weeks. Clients were thrilled and even expressed that they could’ve used the technology sooner.