Customer Success

Vantreo Insurance Brokerage

Boost productivity with easy access to client information

See the Story

  • Vantreo Logo

    Headquarters: Santa Rosa, CA
    Employees: 75+
    Offices: 4

  • 2002


  • 9

    Years as an Applied Customer

A single system to manage an entire book of business

Many brokerages struggle with multiple, disparate applications that require staff to manually rekey information and flip between screens. Watch this video and learn how the business streamlines workflows and service accounts more quickly with a single system.

The advantage of going to Applied Epic online is that all the products are integrated. That is a huge benefit.

Deanne Farias

Vice President - Commercial Insurance Division

Explore Software Leveraged

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied Epic

    Manage all lines of business across all locations and roles in a single application.

    Explore Solution
  • Simple line icon of a cloud

    Applied Cloud

    Rely on the only cloud purpose-built for the insurance industry.

    Explore Solution

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.