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Gaspar Insurance Services to Digitally Transform with Applied

April 25, 2019

Leading California-based agency selects Applied Digital Agency solution to automate and grow the business

University Park, IL – April 25, 2019 – Applied Systems® today announced that Gaspar Insurance Services has selected Applied Digital Agency® to automate business operations and create a more connected customer experience. As foundation to the agency’s digital transformation, Gaspar Insurance Services will leverage Applied Epic®, the most widely-used agency management system in the world, to manage the entire business and gain complete view of clients and prospects for each person in the agency to access and act upon – regardless of role, time or location. Additionally, the agency will utilize online customer portals and mobile apps to meet changing customer and staff expectations.

“At Gaspar Insurance Services, we are always searching for new ways to grow our business and better serve our customers,” said Sean Sullivan, director of Operations, Gaspar Insurance Services. “We chose Applied because the customizable workflows, integrated customer self-service technology and mobile applications would enable us to focus more on our clients – both in person and online.”

  • Applied EpicCloud 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 Epic Quotes enables agencies to automate quoting Personal Lines policies directly within Applied Epic. By prefilling existing client data into insurers’ websites, integrated quoting eliminates time spent and potential errors that come with re-keying of data. Agents can then create the policy in the same workflow for the insurer to download into, enabling a seamless quote-to-bind process.
  • Applied CSR24®, the leading cloud-based client self-service software, 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 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 agency staff to access and manage client, prospect and insurance information from their management system anytime, anywhere via a mobile smartphone or tablet device. The native mobile app allows users to stay connected on the go with a direct link to information in their agency management system, providing access to view accounts, contact details and insurance policy information; add prospects; create and manage activities; and automate sales operations.

“As the digital transformation of insurance continues, more agents are adopting technology to eliminate time spent on manual tasks to instead focus more of their attention on servicing and selling,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Applied’s Digital Agency solution will enable Gaspar Insurance Services to automate business operations and digitally connect to customers and employees to strengthen those relationships and drive new opportunities to grow.”

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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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