McLean & Dickey Ltd. to Drive Digital Brokerage Strategy with Applied

May 23, 2017

Canadian brokerage to leverage Applied Epic, mobile and rating applications as foundation for digital transformation strategy

Mississauga, ON. – May 23, 2017 – Applied Systems today announced that McLean & Dickey Ltd. has selected Applied Epic, the fastest growing cloud-based brokerage management system, as the foundation for its digital transformation strategy. McLean & Dickey Ltd. has also selected self-service, mobile and rating applications to provide omnichannel customer service and insurer connectivity to continue to drive its growth.

Applied Epic delivers the most technologically advanced software application to independent insurance brokerages to enable faster growth and profitability in a changing insurance marketplace. Applied Epic is a single, integrated and open application that provides essential capabilities for each stakeholder within a brokerage to better manage customer relationships, sales opportunities, market appetite search, financial accounting and policy and benefits administration across all lines of business, eliminating the need for separate, disparate systems. The application offers a comprehensive view of client and prospect information and internal workflows through an intuitive user interface, enabling users to make more informed decisions about their business and capitalize quickly on new opportunities. Applied Epic’s scalable software architecture provides brokerages with multiple global locations the ability to manage expansion and business growth with ease.

“At McLean & Dickey Insurance, we are building our brokerage strategy around digital technology to meet the ever-changing needs and expectations of today’s consumer,” said Danielle Tisi, principle broker, McLean & Dickey Ltd. “Applied technology enables us to improve operational efficiency and provide a connected insured experience with anytime, anywhere access to information and quoting.” 

As part of McLean & Dickey Ltd.’s broader digital transformation strategy, the brokerage also selected Applied CSR24, Applied Mobile, Applied WebRater and Applied Rating Services to drive connectivity across its business.

• Applied CSR24, the leading cloud-based client self-service software, enables brokerages to meet today’s insurance consumer demand for anytime, anywhere access to information by providing 24/7 access to insurance policy information, claims filing and processing, premium payments, liability certificates and other insurance documents through an online brokerage-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with brokerage management systems, reducing manual administrative tasks and allowing agents to devote more time to serving customers and securing new business. By providing greater flexibility and mobile servicing options, brokerages can increase client satisfaction, build client loyalty and deliver a more competitive business proposition.

• Applied Mobile is a purpose-built app that enables insurance brokerage’s staff to access and manage client, prospect and insurance information from their management system anytime, anywhere via a mobile smartphone or tablet device. Applied Mobile allows users to stay connected on-the-go with a direct link to information in their brokerage management system, providing access to view accounts, contact details and insurance policy information, add prospects, create and manage activities and automate sales operations.

• Applied WebRater is Canada’s leading brokerage-branded online customer self-service quoting solution. Providing simple vehicle and property insurance quoting to prospects or insurance consumers via a computer or mobile device, Applied WebRater enables brokerages to elevate their customer experience and drive new business.

• Applied Rating Services is Canada’s comparative rating service for insurance brokerages and insurers that provides the industry’s most accurate rates for the most insurers nationwide. Applied Systems offers the most comprehensive portfolio of rating services to deliver fast, accurate and mobile quoting for automobile and property insurance, enabling brokerages to more efficiently drive business growth while providing a better client experience.

“As the industry becomes more connected, growth-minded brokerages are digitally transforming their organizations to standardize operations and provide an elevated customer experience,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “Applied software will enable McLean & Dickey Ltd. to manage the entire business in a single application, deliver omnichannel customer service, and create a connected experience between brokerage staff, insurer partners and the insured.”

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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.