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Eastern Insurance Becomes a Digital Agency with Applied Software

October 16, 2018

Leading New England-based agency selects Applied Epic and Applied CSR24 to enhance digital experience

University Park, IL – Oct. 16, 2018 – Applied Systems today announced that Eastern Insurance has selected Applied Epic, the most widely-used agency management system in the world, and Applied CSR24, the leading customer self-service software. Leveraging a single system for Personal Lines, Commercial Lines and Benefits, the agency will better cross-sell and upsell to customers and create operational efficiencies throughout the insurance lifecycle, while offering omni-channel servicing for customers through a self-service portal and mobile app.

“As a subsidiary of Eastern Bank, it was important to choose technology that allows us to collaborate more broadly with the bank in order to take advantage of cross-selling and upselling opportunities,” said Hope Aldrich, president & CEO, Eastern Insurance. “Applied software provides a single source of truth for all information, along with automation and mobile capabilities to drive growth and anytime, anywhere customer service, enhancing the digital experience.”

Applied Epic delivers the most technologically advanced software application to independent insurance agencies 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 an agency 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 agencies with multiple global locations the ability to manage expansion and business growth with ease.

Applied CSR24 enables agencies 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 agency-branded client portal or mobile application via Applied MobileInsured. Applied CSR24 seamlessly integrates with agency 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, agencies can increase client satisfaction, build client loyalty and deliver a more competitive business proposition.

“To provide the best customer service, it is necessary to have as much information about your business and customers as possible along with workflow automation to service customers quickly,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied’s Digital Agency software will enable Eastern to create a digital experience for all stakeholders, making business operations more efficient and offering customers the service they expect.”

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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.

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